Trusts and Estates Tax Associate Director or Partner Job Winchester England UK,Accounting

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 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…