Trust Tax Manager

Trust Tax Manager
Thame 

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 & 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).

The Role

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 private client advisory work and trust technical queries.
• Ongoing management of the client portfolio including updating the Trust Registration Service, client liaising and billing.
• 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. 

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, 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

About You

• Fully qualified (ACA, ACCA, CTA or STEP preferred).
• 3 years UK post-qualified experience, preferably within a medium or large-sized firm.
• Knowledge of the rural sector is desirable.
• Detailed understanding of the different types of trusts and the tax implications thereof together with experience in capital taxes.
• 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.
• Strong IT skills.
• A positive, confident and proactive attitude.
• Ability to prioritise and meet tight timeframes 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.

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.