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 40 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 Private Client Tax Portfolio Manager to join our growing Winchester Tax team. This is a full-time permanent position that will be based in our Winchester office. The role will also offer hybrid (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:

• Proactively manage a large and diverse portfolio of tax clients with minimal supervision, and support Partners with compliance work and ad hoc tax advisory work as required, ensuring compliance with Revenue and in-house deadlines. 
• Build long lasting client relationships. Develop and apply your technical and commercial knowledge to provide expert advice. 
• Ensure assignments are completed to a high standard, on time and within budgets.
• Work in accordance with defined systems and procedures as well as challenging the status quo where there may be a more efficient or better way of doing things. Recommend systems and implement process improvements.
• Liaise and negotiate with HMRC on behalf of clients. Respond to HMRC enquiries.
• Responsible for billing own portfolio and managing own WIP.
• Review prepared tax returns.
• Participate in business development and marketing activities including networking in the business. community to develop own external profile and the Shaw Gibbs brand.
• Contribute to winning new work by proactively managing existing clients and networking.
• Lead potential new clients’ meetings bringing them on board.
• Input into service and product pricing, including assisting with new client quotes.
• Liaise and collaborate with the compliance team and other departments on client matters, identifying cross-selling opportunities.
• Promote the interests of the firm to clients, prospective clients and other third parties.
• Maintain up to date and relevant technical knowledge of the industry and national economic issues.

What We Can Offer You

• Hybrid working after successful completion of your probationary period (three days in the office and two days at home)
• Flexible working (flexing your hours around the core working hours of 10am to 4pm)
• Joining a fast-growing company with exciting growth plans ahead
• Exposure to a wide range of clients across many industries
• Plenty of opportunity to increase your technical knowledge and skills
• A varied role within a talented and experienced team
• Entry onto our next Management Development Programme – a bespoke programme aimed at developing and enhancing leadership potential for existing and aspiring managers
• ERIC internal recognition awards – monthly recognition awards that celebrate those who champion the Shaw Gibbs values 
• Long service awards
• Regular employee events including a company-wide summer party
• A competitive benefits package, including:
  • A 25-day core holiday allowance plus other holiday-related benefits, such as: Holiday trading (the ability to buy or sell up to 5 days holiday per year), flexible bank holidays (the ability to flex your bank holidays to a day that suits you best) and additional holiday with service
  • A dedicated “Wellbeing Day” – an additional day off per year to focus on your wellbeing
  • Employee Assistant Programme (EAP) which includes access to 24/7 online GP consultations, 2^nd medical opinions, online counselling, and mental health first aiders present in every office
  • Enhanced maternity leave
  • Shaw Gibbs Rewards – access to discounts on a wide range of retailers
  • Health Cash Plan – money back on routine health appointments
  • Electric Vehicles Salary Sacrifice Scheme
  • Pension Salary Sacrifice Scheme
  • Cycle to Work Scheme
  • Client and employee referral bonuses
  • Death in Service Life Assurance

About You

We would like to hear from you if you have a minimum of 4-5 years UK practice tax experience, from either a medium sized or mid-tier firm. You will also have the following:

• Ideally ACA/ACCA/CTA qualified
• Significant experience within a private client tax team is required 
• Previous experience with agricultural and rural businesses would be preferred but is not essential.
• A Self-starter with a with a high level of resilience and attention to detail
• Strong interpersonal and communication skills, both written and verbal
• Organised and able to manage multiple projects simultaneously
• Strong aptitude for IT - able to pick up new technology quickly
• Can do attitude, positive and commercial approach
• Confident, tactful and discreet manner
• Strong team spirit but also effective working independently

How to Apply

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

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.