Trust Tax Manager

Trust Tax Manager

Tham

e
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 individual

s.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 expectatio

n.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 difference

s.
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 lifestyl

e).
Job requirem

• ents
  Fully qualified (ACA or ACCA prefer
• red).3 years UK post-qualified experience, preferably within a medium or large-sized
• firm.Knowledge of the agricultural sector is highly desir
• able.Detailed understanding of the different types of trusts and the tax implications the
• reof.Tax return and accounts preparation experience with a wide range of UK tr
• usts.Experience with the CCH suite of tax and accounting software would be benefi
• cial.Strong client relationship and project management sk
• ills.Strong communication skills, verbal and wri
• tten.Exceptional attention to de
• tail.Strong IT sk
• ills.A positive, confident and proactive atti
• tude.Ability to prioritise and meet tight timeframes with high quality ou
• tput.Self-motivated and enjoy working as part of a growing trust
• team.Demonstrate good judgement of risk and be commercially mi

nded.

Job responsib

ilities
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 r
• equired.Provide support to the senior members of the Trust team as r

equired.
Job

• benefits
  Hybrid working after successful completion of your probationary period (three days in the office and two day
• s at home)Flexible working (flexing your hours around the core working hours of 10
• am to 4pm)Joining a fast-growing company with exciting growth p
• lans aheadExposure to a wide range of clients across many
• industriesPlenty of opportunity to increase your technical knowledge
• and skillsA varied role within a talented and experi
• enced teamEntry onto our next Management Development Programme – a bespoke programme aimed at developing and enhancing leadership potential for existing and aspirin
• g managersERIC internal recognition awards – monthly recognition awards that celebrate those who champion the Shaw Gi
• bbs valuesLong serv
• ice awardsRegular employee events including a company-wide su
• mmer partyA 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 wi
• th serviceA dedicated “Wellbeing Day” – an additional day off per year to focus on your
• wellbeingEmployee Assistant Programme (EAP) which includes access to 24/7 online GP consultations, 2nd medical opinions, online counselling, and mental health first aiders present in ev
• ery officeEnhanced mater
• nity leaveShaw Gibbs Rewards – access to discounts on a wide range of
• retailersHealth Cash Plan – money back on routine health ap
• pointmentsElectric Vehicles Salary Sacrif
• ice SchemePension Salary Sacrif
• ice SchemeCycle to W
• ork SchemeClient and employee referr
• al bonusesDeath in Service Life

Assurance
Diversity, equality an

d inclusion
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 the application form or via an email to recruitment@sh

awgibbs.com.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 mar

ital status.

Right to work
Unfortunately, for this role we are unable to offer sponsorship for visas/work permits, so you will need to have full right to work in the UK. Your application will be automatically rejected if you do not have full