Tax Manager - GP Clients

Tax Manager – GP Clients

Department: Tax

Location: Hilldean Office (flexible across office locations)

Reports To: Director

We are seeking an experienced Tax Manager to take primary responsibility for managing the tax affairs of our General Practitioner (GP) and Medic clients. This is a tax-focused role requiring strong technical expertise in personal and partnership taxation, NHS pension-related matters, and client advisory services.

In addition to leading all tax compliance and advisory work, the successful candidate must be capable of reviewing GP practice accounts, reviewing and submitting superannuation certificates, understanding key financial matters affecting GP clients, and attending client meetings to discuss accounts, tax planning, drawings, withdrawals, and business performance.

The role also involves managing NHS Pension Scheme requirements for GP clients, including liaising with the NHS to obtain Annual Allowance Pension Savings Statements (AAPSS), reviewing and calculating Annual Allowance positions, and completing all associated RPPS reporting and compliance work.

Key Responsibilities

Tax Compliance and Advisory (Primary Responsibility)

Manage the tax compliance process for a portfolio of GP clients.
Prepare, review, and file personal, partnership, and related tax returns accurately and within agreed deadlines.
Provide proactive tax planning and advisory services to GP clients.
Maintain compliance with relevant tax legislation, regulations, and internal quality standards.
Identify, investigate, and resolve tax-related issues or discrepancies in a timely manner.
Prepare and maintain clear, accurate, and complete working papers to support tax computations and filings.
Review and submit annual estimates on PCSE.
Advise clients on drawings, profit allocations, withdrawals, and tax implications.

GP Accounts Review and Client Meetings

Review GP practice accounts and identify matters requiring client discussion or action.
Develop a strong understanding of GP practice finances and NHS-related accounting requirements.
Attend client meetings to discuss accounts, tax positions, financial performance, drawings, and planning opportunities.
Work closely with the accounts team to ensure a coordinated service offering for GP clients.
Provide practical financial and tax advice based on both accounts and tax information.

NHS Pension Scheme Services

Review and submit GP superannuation certificates.
Liaise with NHS bodies regarding pension-related matters.
Obtain and review Annual Allowance Pension Savings Statements (AAPSS).
Calculate Annual Allowance positions and pension tax charges where applicable.
Complete RPPS reporting and all related compliance requirements.
Keep up to date with NHS Pension Scheme regulations and developments.

Client Service

Communicate professionally with clients, manage expectations, and provide timely responses.
Build and maintain strong client relationships to enhance satisfaction and retention.
Act as a trusted adviser to GP clients on tax and related financial matters.

Team Collaboration

Work effectively with UK and India teams to achieve objectives.
Provide technical guidance, problem-solving support, and training to colleagues.
Be approachable and available to assist team members and clients.
Support the development of junior team members.

Operational Excellence

Manage workloads effectively using prioritisation and planning techniques.
Respond promptly to emails and follow up on assigned work.
Support process improvements to enhance efficiency and client service delivery.

Continuous Development

Demonstrate a positive attitude and commitment to continuous learning.
Seek guidance from directors and senior colleagues when appropriate.
Contribute to team development and assist with onboarding and training initiatives.

Required Skills & Attributes

Strong technical knowledge of UK taxation.
Experience advising owner-managed businesses, partnerships, or GP practices.
Ability to review financial statements and discuss accounts confidently with clients.
Strong understanding of NHS Pension Scheme requirements for GPs.
Excellent time management and prioritisation skills.
Strong communication and interpersonal abilities.
Problem-solving mindset and collaborative approach.
Ability to work under pressure while maintaining accuracy.
Commitment to professional growth and team success.

Qualifications & Experience

ACA, ACCA, CTA, ATT, or equivalent professional qualification preferred.
Bachelor's degree in Accounting, Finance, or related field (or equivalent experience).
Significant experience in UK tax compliance and advisory services.
Experience working with GP practices, medical clients, or NHS-related matters is highly desirable.
Familiarity with UK tax regulations, NHS Pension Scheme requirements, and filing processes.

Benefits

Health Cash Plan (WPA Cover)
Cycle to Work Scheme
Salary Sacrifice Scheme
Travel expense reimbursement
Other Statutory Benefits as per HMRC guidelines

Apply now