Trust Tax Manager

Overview

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Martin & Company are a prominent accountancy and tax advisory practice with offices based in Winchester, Thame, and Liss. They joined the Shaw Gibbs Group in April 2024, a growing top 40 accountancy practice providing expert solutions for entrepreneurial businesses and private individuals. Shaw Gibbs Group emphasises investment in high-quality specialists and uses leading technology to create value for clients.

Our culture is based on our values : expert, respectful, innovative and collaborative. We develop high performing, diverse teams with opportunities for development and progression. The firm aims to be inclusive and values cultural and individual differences.

We have several offices in Central and Southern England with ambitious growth plans. We have created a new opportunity for a Trust Tax Manager to join our growing Tax team. This is a full-time permanent position based in our Thame office, with hybrid (three days in the office and up to two days working from home) and flexible working options.

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 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 required.
• Provide support to the senior members of the Trust team as required.

What We Can Offer You

About You

Diversity, equality and inclusion

Shaw Gibbs is an inclusive employer and provides equal opportunities to all candidates with accessible recruitment. If you require adjustments during recruitment, please let us know via the application form or recruitment@shawgibbs.com.

We believe diversity makes Shaw Gibbs stronger and strive to recruit, promote and reward based on ability, without regard to sex, gender, race, disability, religion, national origin, ethnicity, sexual orientation, age or marital status.

Right to work

We are unable to offer sponsorship for visas / work permits for this role; applicants must have full right to work in the UK. Applications without full right to work will be rejected.

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