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Martin and 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 and 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 are seeking a Trust and Estates Tax Director or Partner to join our growing Tax team. This is a full-time permanent position that will likely be based in any of our offices, as the nature of the role offers flexibility around location. The role is likely to involve travel between our offices as you will be a key technical resource offering a high level of technical support across the business. 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
This is a highly specialist and strategic leadership role requiring deep technical expertise in Trusts & Estates, with responsibility for leading a complex client portfolio, shaping the firm’s advisory offering in this area, building trusted senior client relationships, and acting as a recognised expert both internally and in the market.

Your key responsibilities will include:

To lead and grow a complex portfolio of Trusts & Estates clients, acting as a trusted adviser on highly technical and sensitive matters.
To drive the delivery of high-value trust and estate advisory services, bringing deep technical expertise and strong commercial judgement.
To play a key role in shaping and developing the firm’s Trusts & Estates offering, identifying opportunities to enhance client service and expand the practice.
To build and maintain strong senior client relationships, providing confidence and clarity on complex technical issues and long-term planning matters.
To act as a recognised technical authority within the business, offering strategic guidance and support to colleagues across offices.
To oversee complex trust compliance work, including trust accounts, tax returns, and Inheritance Tax returns, ensuring technical accuracy and quality.
To contribute to business development activity, helping to win new work, strengthen key referrer relationships, and raise the profile of the firm’s specialist expertise in the market.
To maintain and promote exceptional technical standards across both advisory and compliance services, while supporting and developing others within the wider team.

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
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, 2nd medical opinions and mental health first aiders present in every office
- Access to MYNDUP – a wellbeing support platform which offers confidential 1-to-1 sessions with therapists counsellors, psychologists, and coaches
- 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
- Client and employee referral bonuses
- Pension Salary Sacrifice Scheme
- Death in Service Life Assurance
- Enhanced family leave policies
- Cycle to Work Scheme
- Long service awards

About You
The successful candidate is likely to demonstrate the following skills, experience, and professional credibility:

STEP and/or CTA qualification, with a minimum of 8 years’ post-qualified experience in Trusts & Estates.
Deep and demonstrable technical expertise in Trusts & Estates, with strong specialist knowledge across trust taxation, estate planning, Inheritance Tax, and the wider legal and fiscal considerations affecting private clients.
A proven track record of advising on complex, high-value, and sensitive technical matters, with the ability to apply sound judgement and deliver clear, practical advice in challenging circumstances.
Experience of leading and developing a client portfolio, with the credibility to build trusted relationships with high-value clients and professional referrers.
Strong leadership capability, with experience of supporting, developing, and influencing colleagues across teams or offices.
Commercial awareness and business development experience, with the ability to identify opportunities, win new work, and contribute to the growth of a specialist service line.
Excellent communication and relationship management skills, with the confidence to engage at a senior level internally and externally.
Extensive experience of overseeing complex trust compliance work to a high technical standard, including trust accounts, trust tax returns, and Inheritance Tax reporting, with a strong focus on accuracy, risk management, and quality.

Diversity, equality and 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 [email protected].

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.

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 right to work.

About the company

Shaw Gibbs is a top 100 accountancy practice with offices in Oxford and Marylebone, London, serving individuals and SMEs across the UK. The firm helps clients manage finances through accounting, tax, and business advisory services. Its approach combines modern technology, up-to-date legislation, and a focus on practical, clear solutions to support clients in reaching their goals. Services are delivered with a high level of service and personalization, aiming to meet each client’s needs the best possible way. Shaw Gibbs differentiates itself through its combination of scale (top 100 firm), local presence, ongoing investment in technology, and a commitment to a fresh, logical, first-class service. The ultimate goal is to help clients grow, stay compliant, and realize their full potential.

Company Size

201-500

Company Stage

Growth Equity (Non-Venture Capital)

Total Funding

$13.2M

Headquarters

Oxford, United Kingdom

Founded

1920

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Benefits

Hybrid Work Options
Flexible Work Hours
Paid Vacation
Health Cash Plan
Shaw Gibbs Rewards
Death in Service Life Assurance
Cycle to Work Scheme
Employee Referral Bonus
Commuter Benefits
Gym Membership

Growth & Insights and Company News

6 month growth

31%

1 year growth

30%

2 year growth

30%

Accountancy Today

Sep 9th, 2026

Shaw Gibbs secures investment from ECI partners to support growth.

Shaw Gibbs secures investment from ECI partners to support growth. Mid-market private equity firm ECI Partners backs management team as Apiary Capital exits accountancy group Quick Poll What best describes your seniority? One click - no sign-up All data is anonymised. Polling helps Accountancy Group better understand the Accountancy Today audience and tailor its editorial. UK accountancy and advisory firm Shaw Gibbs has secured investment from mid-market private equity firm ECI Partners, marking the next phase of its growth strategy and a full exit for existing investor Apiary Capital. Since Apiary invested in the business in 2022, Shaw Gibbs has completed 14 acquisitions and expanded its workforce from around 100 employees to more than 800. Recent acquisitions, including Alliotts, Martin and Company and Crowleys DFK in Ireland, have strengthened the group's regional presence as it seeks to combine local client relationships with a generational platform. Shaw Gibbs provides accounting, tax, audit and advisory services to private individuals, entrepreneurial businesses, public sector and non-profit organisations and international groups. The firm currently serves around 25,000 clients. The business said its employee proposition, including training and development programmes, has supported growth and employee retention. ECI said it was attracted to the firm's client-focused approach, range of services and track record of integrating acquisitions. The private equity group will support the management team through its next phase of growth, with the business having transformed significantly since its initial investment in workforce and technology. Peter O'Connell, chief executive of Shaw Gibbs, said: "With Apiary Capital's support, we have built a market-leading accountancy firm and I am excited to partner with ECI for this next stage of our growth. They understand our focus on culture and clients and offer hands-on support for continuing to invest in the team and innovation through technology, which will support further sustainable growth. This is an important milestone for Shaw Gibbs, and I'd like to take this opportunity to thank the whole team." Fran Kidd, associate director, Clients and Markets, Shaw Gibbs told Accountancy Today: "ECI's partnership will give Accountancy Group additional support and capability as Accountancy Group continue to invest in its people, its technology, its client offering and its ability and focus on bringing high-quality firms into the Group. It is not about changing who Accountancy Group is; it is about giving Accountancy Group the platform, backing and confidence to keep building on the qualities that have made Shaw Gibbs successful. "As we move forward with ECI, our priorities remain the same: delivering exceptional service to clients, creating fulfilling careers for our people, preserving the entrepreneurial and collaborative culture that sets us apart, and continuing to grow sustainably and responsibly." Michael Butler, partner at ECI, said: "Shaw Gibbs stood out to us as one of the most client-centric businesses in the accountancy space, with the platform to scale their consistently high-quality service. Their breadth of offering, culture and employee proposition, on top of a track record of integrating high-quality businesses, gives them an excellent platform for further growth. We're excited to work with the management team to deliver on that opportunity together." Chris Heawood, partner at Apiary Capital, said: "We are incredibly proud to have been a part of Shaw Gibbs' journey following our initial investment almost four years ago. Since then, Peter and the wider leadership team have transformed the business, growing the team from 100 to over 800 people, while retaining a dynamic and collaborative culture and continuing to deliver exceptional client service. We look forward to following Shaw Gibbs' continuing growth story under ECI ownership." Published: 5h ago

ECI Partners

Sep 9th, 2026

ECI Partners announces investment in Shaw Gibbs

ECI are delighted to announce our investment in Shaw Gibbs, a top 35 UK accountancy, tax and business advisory firm.

Accountancy Today

Sep 2nd, 2026

Shaw Gibbs appoints commercial officer to drive expansion.

Shaw Gibbs appoints commercial officer to drive expansion. Former Azets and KPMG partner joins top 35 firm to lead strategic growth Quick Poll What is your biggest operational challenge right now? One click - no sign-up All data is anonymised. Polling helps Accountancy Group better understand the Accountancy Today audience and tailor its editorial. Select a subscription plan. Shaw Gibbs has announced the appointment of Jeremy Gardner as chief commercial officer to support the business through its next phase of UK expansion. Gardner joins the group with more than 30 years of experience in the accountancy and professional services sector. He has previously held senior roles at companies including Azets, Roffe Swayne, Smith and Williamson and KPMG. Most recently, Gardner served as partner and head of accounting and business advisory services for the south region at Azets. In this position, he focused on driving growth, improving operational performance and integrating acquired businesses. Throughout his career, Gardner has advised small and medium-sized enterprise boards across the technology, professional services, distribution and manufacturing sectors. His expertise includes strategic planning, operational delivery, commercial decision-making and financial management. In his new role, Gardner will work alongside service line leads and office lead partners. He will be responsible for driving organic growth, enhancing operational efficiency, developing commercial strategies and establishing performance metrics for the firm. The appointment comes as the top 35 accountancy firm continues to expand its regional footprint through a combination of corporate acquisitions and organic development. Peter O'Connell, chief executive of Shaw Gibbs, said: "Jeremy brings commercial, operational and leadership experience gained across some of the UK's leading professional services firms. He has successfully led large teams, driven growth and helped organisations integrate and scale while remaining focused on delivering exceptional client service. "As Shaw Gibbs continues its growth journey, Jeremy's expertise and strategic insight will play an important role in helping us achieve our ambitions for the future." Gardner added: "I love working in businesses that have a clear strategy focused on their clients and their people. Since first meeting Peter O'Connell, I have been impressed by the way Shaw Gibbs has continued its growth trajectory without compromising these important principles. "I am excited to join the leadership team and contribute positively to the next stage of the group's development and growth. I am particularly looking forward to getting to know our talented teams across all of our offices." Published: 1m ago

Basingstoke Gazette

Jul 28th, 2026

Shaw Gibbs has moved its Basingstoke office to Forest View.

Shaw Gibbs has moved its Basingstoke office to Forest View. A professional services firm has relocated to a larger office to support its expanding team and client base. Shaw Gibbs has moved its Basingstoke office to Forest View on Chineham Business Park, with the team beginning work from the new site on Wednesday, July 22. The new office was selected to provide additional space for the firm's growing team, enhanced meeting facilities for clients and an improved working environment for colleagues. Shaw Gibbs has moved its Basingstoke office to Forest View. (Image: Shaw Gibbs). Ross Garfitt, office lead partner at Shaw Gibbs Basingstoke, said: "This is an exciting milestone for its Basingstoke team. "As the business has continued to grow, it became clear that Basingstoke Gazette needed a workspace that better supports both its people and its clients. "Forest View provides us with the room to continue expanding, while offering modern facilities that reflect the quality of service we strive to deliver every day." The office will also house Shaw Gibbs' specialist HR consultancy, Reality HR, from early September. Bringing both teams under one roof is expected to improve collaboration and expand the range of services available to clients. Group chief executive Peter O'Connell added: "Our investment in this new office demonstrates our long-term commitment to Basingstoke and the surrounding area."

Accountancy Today

Jul 8th, 2026

Shaw Gibbs appoints new partner to Farnham office.

Shaw Gibbs appoints new partner to Farnham office. Kapil Davda joins accountancy firm to expand services for owner-managed businesses Select a subscription plan. Accountancy and business advisory firm Shaw Gibbs has appointed Kapil Davda as an audit and accounts partner in its Farnham office. Davda joins the firm with more than 20 years of experience advising entrepreneurial and owner-managed businesses. The appointment comes during what the firm described as a period of expansion across the UK and Ireland. In his new role, Davda will focus on supporting internationally based organisations with a UK presence and owner-managed operations. His appointment also aims to meet growing demand for integrated audit, tax and advisory support. Davda said: "After many successful years with my previous firm, I felt it was the right time for a new challenge and an opportunity to continue developing professionally. Shaw Gibbs immediately stood out because of its values, culture and approach to both clients and people. "The firm's ethos closely aligns with my own, and I could see a genuine commitment to supporting growth and encouraging collaboration across the business. I'm particularly looking forward to working with owner-managed businesses and internationally based organisations with a UK presence, helping them overcome challenges, identify opportunities and achieve their strategic objectives." Mark Dickinson, Farnham office lead partner, added: "We are delighted to welcome Kapil to Shaw Gibbs. His breadth of experience, technical expertise and client-centric approach make him a valuable addition to our leadership team. Importantly, he shares the values and culture that are fundamental to our success." Published: 2h ago

Shaw Gibbs

Trust and Estates Tax Director or Partner

About the job

About the company

Get referred to Shaw Gibbs

Benefits

Growth & Insights and Company News

6 month growth

1 year growth

2 year growth