Trust & Private Client Manager

• 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

• 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
• ACA, ACCA, ATT, CTA, or STEP qualified (or equivalent experience)

Experience using CCH Trust Tax software is desirable

• 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