About Shaw Gibbs

Martin & Company are a prominent accountancy and tax advisory practice with offices based in Winchester, Thame, and Liss. They have exemplary expertise in the farming and agricultural sector, landed estates and private client spaces. Martin & Company joined the Shaw Gibbs Group in April 2024, a growing top 50 accountancy practice who provide expert solutions for entrepreneurial businesses and private individuals.

Members of the Shaw Gibbs Group are committed to investment in their teams of high-quality specialists who work with the best-in-breed technology to create value for clients which exceeds expectation.

Our culture is very important to us and is based on our company values of expert, respectful, innovative and collaborative. We develop high performing teams diverse in experiences, backgrounds and ideas. As a growing company, there are plenty of opportunities for development and quick progression. Our practice is known for having a friendly and supportive team culture where everyone receives training and development to increase their technical knowledge and their commercial and management skills. We put our people first and are constantly looking for ways to improve our people experience. With respectful as one of our values, we are committed to creating an inclusive culture that respects, values and celebrates cultural and individual differences.

We have several offices in Central and Southern England and have ambitious plans to expand our business. To support the organisation’s growth, we have created a new opportunity for a Trust Tax Assistant Manager/Manager to join our growing Tax team. This is a full-time permanent position that will be based in our Winchester office. It will also offer hybrid (three days in the office and two days working at home) and flexible working options (flexing your hours on different days to suit your lifestyle).

The Role

Your key responsibilities will include:

• Preparation of the annual tax returns and trust accounts for a complex portfolio of Trust and Estate clients
• Review of IHT returns on death, periodic charges and exit charges
• Assist the Partners with advisory work and trust technical queries
• Ongoing management of the client portfolio including updating the Trust Registration Service
• Liaising with clients directly and attending Trustee meetings with the lead partner where required
• Provide support to the senior members of the Trust team as required 

What we can offer you

• Exposure to a wide range of clients across many sectors
• Immediate entry to our Management Development Programme to develop leadership potential
• Partner level mentor and a tailored career progression plan
• Hybrid and flexible working
• A varied role in a talented and experienced team
• Joining a company with an exciting growth plan ahead 
• Plenty of opportunities to increase your technical knowledge and skills
• A tailored career progression plan 
• Competitive salary and benefits package including the pension salary sacrifice scheme, life assurance, health cash plan, retail discount scheme, electric vehicles salary sacrifice, and cycle to work scheme
• Generous core holiday allowance plus holiday trading, flexible bank holidays and additional holiday with service
• Wellbeing programme with regular events and activities focused on your physical and mental wellbeing. We also offer all employees a Wellbeing Day each year – a day dedicated to boosting your wellbeing

About You

We would like to hear from you if you have a minimum of 5 years UK trusts experience, from either a medium sized or mid-tier firm. You will also have the following:

• Ideally CTA and/or STEP qualified. Study support can be provided towards these qualifications if desired
• Detailed understanding of the different types of trusts and the tax implications thereof. 
• Tax return and accounts preparation experience with a wide range of UK trusts
• Experience with the CCH suite of tax and accounting software would be beneficial
• Strong client relationship and project management skills 
• Strong communication skills, verbal and written 
• Exceptional attention to detail 
• Strong IT skills 
• A positive, confident and proactive attitude 
• Ability to prioritise and meet tight timeframes with high quality output 
• Self-motivated 
• Enjoy working as part of a growing trust team, 
• Demonstrate good judgement of risk and be commercially minded

How to Apply

To apply for this vacancy, please click on the 'Apply for this job' button at the bottom of the page.

For more information on working at Shaw Gibbs, please visit www.shawgibbs.com/careers

About us

Shaw Gibbs is an inclusive employer and we are committed to providing equal opportunities to all candidates by ensuring a comfortable and accessible interview experience. We understand that some individuals may have specific needs or require accommodation/adjustments during the recruitment process. If you require any adjustments to ensure your recruitment experience with Shaw Gibbs is as inclusive and accessible as possible, please let us know at your earliest convenience via email.

We believe that diversity makes Shaw Gibbs a stronger firm and we look to employ people with different ideas, styles and skillsets. This diversity stimulates a rich, creative environment – one in which our people develop, and our clients enjoy enduring results. We’re committed to recruiting, promoting and rewarding our people solely based on their ability to contribute to Shaw Gibbs’ goals, without regard to their sex, gender, race, disability, religion, national origin, ethnicity, sexual orientation, age or marital status.