About the Shaw Gibbs Group

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 Tax Associate/Assistant Manager (Landed Estates & Rural Businesses) to join our growing Private Client Tax team. This is a full-time or part-time permanent position that will be based primarily in our Winchester office. It will also offer hybrid working (three days in the office and up to 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 complex tax returns for individuals and partnerships, and associated administration to ensure compliance with deadlines
• Preparation of trust accounts and tax returns, including updating the Trust Registration Service where required
• Working closely with and providing support to senior staff with tax advisory services and ad-hoc tasks
• Liaising with clients directly and attending meetings where required
• Commercial management of the client portfolio ensuring fees are raised promptly after work has been completed
• Providing assistance to junior members of the team where appropriate
• Dealing with HMRC correspondence, telephone calls and enquiries

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 3 years UK experience, from either a medium sized or mid-tier firm. You will also have the following:

• ACA and/or CTA qualified, or study support can be provided towards these qualifications
• Experience in a private client tax team
• An eagerness to learn and research complex areas of CGT and IHT
• Experience with landed estates and agricultural businesses would be an advantage
• Excellent client relationship management skills
• Highly commercial approach

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.