Trust & Private Client Manager (Preston)

Trust & Private Client ManagerThe full job description covers all associated skills, previous experience, and any qualifications that applicants are expected to have.PrestonUp 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.DutiesPreparation and review of annual trust accounts for discretionary, interest in possession, and bare trustsOversight of accounting records and schedules for associated pension schemes and family charitable trustsPreparation and review of trust tax returns, including income tax and capital gains taxCalculation of inheritance tax 10-year and exit chargesPreparation and submission of IHT100 and IHT400 returnsManaging HMRC correspondence and acting as first reviewer prior to Partner sign-offProcessing beneficiary income and capital paymentsLiaising with banks, trustees, beneficiaries, solicitors, and investment managersWorking closely with the wider tax team to ensure accurate and timely information flowManaging trust-related WIP, billing, and recoveriesWhat we're looking forProven experience in trust accounting and trust taxation within an accountancy practiceStrong knowledge of UK trust taxation, inheritance tax, and capital gains taxConfident managing a portfolio and reviewing work at Manager levelExperience using CCH Trust Tax software is desirableACA, ACCA, ATT, CTA, or STEP qualified (or equivalent experience)BenefitsFlexible working: full or part-time hours consideredExposure to a varied and technically interesting private client trust portfolioManager-level responsibility with clear career progressionSupportive team structure and Partner oversightPension schemeProfessional development supportIf 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. xjdpvnf Butler Rose Ltd is acting as an Employment Business in relation to this vacancy.

Created: 2026-03-07