Trust & Private Client Manager

Trust & Private Client Manager

Preston

Up to £50,000 (depending on experience)

Butler Rose are pleased to be recruiting for a well-established independent accountancy practice for a Trust & Private Client Manager role based in Preston.

This is a specialist trust-focused position within the Private Client team, responsible for the accounting, taxation, and ongoing administration of a varied portfolio of trusts and pension schemes. The role combines technical trust accounting, trust taxation (including inheritance and capital gains tax), and year-round trust administration. Full or part-time hours will be considered.

• Preparation and review of annual trust accounts for discretionary, interest in possession, and bare trusts
• Oversight of accounting records and schedules for associated pension schemes and family charitable trusts
• Preparation and review of trust tax returns, including income tax and capital gains tax
• Calculation of inheritance tax 10-year and exit charges
• Preparation and submission of IHT
  100 and IHT
  400 returns
• Managing HMRC correspondence and acting as first reviewer prior to Partner sign-off
• Processing beneficiary income and capital payments
• Liaising with banks, trustees, beneficiaries, solicitors, and investment managers
• Working closely with the wider tax team to ensure accurate and timely information flow
• Managing trust-related WIP, billing, and recoveries

• Proven experience in trust accounting and trust taxation within an accountancy practice
• Strong knowledge of UK trust taxation, inheritance tax, and capital gains tax
• Confident managing a portfolio and reviewing work at Manager level
• Experience using CCH Trust Tax software is desirable
• ACA, ACCA, ATT, CTA, or STEP qualified (or equivalent experience)

• Flexible working: full or part-time hours considered
• Exposure to a varied and technically interesting private client trust portfolio
• Manager-level responsibility with clear career progression
• Supportive team structure and Partner oversight
• Pension scheme
• Professional development support

If you're an experienced Trust Accountant or Trust Tax Manager looking to take the next step in your career with a forward-thinking accountancy firm, we'd love to hear from you.

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Butler Rose is committed to equality in the workplace and is an equal opportunity employer.
Butler Rose Ltd is acting as an Employment Business in relation to this vacancy.