At a Glance
- Tasks: Lead and grow a complex portfolio of Trusts & Estates clients while providing expert advisory services.
- Company: Join Shaw Gibbs, a top 35 accountancy practice with a collaborative and innovative culture.
- Benefits: Enjoy hybrid working, flexible hours, and a competitive benefits package including wellness support.
- Other info: Be part of a supportive team that values diversity and invests in your professional growth.
- Why this job: Make a real impact in a growing firm with exciting development opportunities and diverse client exposure.
- Qualifications: Must have STEP and/or CTA qualification with at least 8 years of experience in Trusts & Estates.
The predicted salary is between 70000 - 90000 £ per year.
- Description
- 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 e xpert, 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 office, however 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 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.
Trusts and Estates Associate Director or Partner in Winchester employer: Shaw Gibbs
Shaw Gibbs is an exceptional employer that fosters a collaborative and inclusive work culture, offering hybrid and flexible working arrangements to support a healthy work-life balance. Employees benefit from extensive professional development opportunities, including access to a bespoke Management Development Programme and regular recognition awards, all while being part of a fast-growing company with ambitious plans. With a strong commitment to employee wellbeing and a competitive benefits package, Shaw Gibbs provides a rewarding environment for those looking to make a meaningful impact in the field of risk and compliance.
StudySmarter Expert Advice🤫
We think this is how you could land Trusts and Estates Associate Director or Partner in Winchester
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We think you need these skills to ace Trusts and Estates Associate Director or Partner in Winchester
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
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How to prepare for a job interview at Shaw Gibbs
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Shaw Gibbs.
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✨Network with Industry Professionals
Before your interview, reach out to current or former Shaw Gibbs employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
