Trusts and Estates Tax Associate Director or Partner

Trusts and Estates Tax Associate Director or Partner

Winchester

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 are seeking a Trust and Estates Tax Associate Director or Partner to join our growing Tax team. This is a full-time permanent position that will likely be based in our Winchester

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.

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

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 recruitment@shawgibbs.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 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.