Job Title

Role purposeWe are looking for someone to become a key member of our Trust Team, reporting directly to Directors and Partners and looking after an interesting and varied portfolio that includes charitable trusts.Key responsibilitiesResponsible for an interesting and varied portfolio of UK resident and charitable trusts, including ensuring key deadlines for annual accounts and tax compliance are metReviewing work prepared by members of the team, input into their training and mentoringAssisting with advisory work and ad-hoc matters, including high level taxation and general advice regarding Inheritance TaxLiaising with tax, accounts and financial planning teams, as appropriate, to ensure a joined-up approachMonitoring budgets, own chargeability and raising fee notesExperience of charitable trusts, probate work and estate accounts advantageous but not essential, with an opportunity for development in those areas!Equipment usedA working knowledge of CCH Trust Accounts and CCH Personal Tax would be advantageous. The firm uses CCH Practice Management System.Qualifications/education RequiredCTA and/or STEP qualified – or a desire to work toward a STEP qualificationParticular Aptitudes / Skills RequiredA strong understanding of trusts Good communication, organisational and team skillsFlexible and dependable, able to take the initiative Motivated and resilient with a positive outlookAble to quickly build confidence, respect, and trust with othersValues and behavioursOur Values and behaviours are based onWe really want to attract and retain individuals who share our Values:TogetherThe firm with the family feel. Express gratitude. Smile. Be humble and confident. Have fun.ResilientChange is imminent, and business is imperfect. Be open minded & agile. Assume positive intent and exercise the power of positive thinking.UnderstandingEach individual matters and will be heard and respected. Honesty, integrity, empathy and kindness are fundamental.SupportiveWe support what is important to you and show kindness in our behaviour to each other. We encourage each other to realise our potential.Thrive!We strive to be the best, innovate and always do exceptional work. That’s who we are and what our clients deserve.Mercer & Hole is committed to cultivating and preserving a culture of diversity, equity and inclusion (DEI).Our people are our most valuable asset. We bring our life experiences, knowledge, creativity, and talents together at Mercer & Hole making it a unique place to work where all can safely thrive.