Trust and Private Client Manager

Trust and Private Client ManagerPreston£45,000 - £60,000 (depending on experience)Butler Rose are pleased to be recruiting for a well-established independent accountancy practice for a Trust and 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 ..... full job details .....