Job Description
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.
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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.