Trust Tax Manager

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 35 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 Manager to join our growing Tax team. This is a full-time permanent position that will be based in our Thame 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).

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.

• Fully qualified (ACA or ACCA preferred).
• 3 years UK post-qualified experience, preferably within a medium or large-sized firm.
• Knowledge of the agricultural sector is highly desirable.
• 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.
• A positive, confident and proactive attitude.
• Ability to prioritise and meet tight time frames with high quality output.
• Self-motivated and enjoy working as part of a growing trust team.
• Demonstrate good judgement of risk and be commercially minded.
• 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
• 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:
  Hol…