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.

Duties

• 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 IHT100 and IHT400 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

What we're looking for

• 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)

Benefits

• 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.

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