At a Glance
- Tasks: Manage tax affairs for GP clients, ensuring compliance and providing advisory services.
- Company: Join a leading firm dedicated to supporting healthcare professionals.
- Benefits: Health cash plan, cycle to work scheme, and travel expense reimbursement.
- Other info: Collaborative team environment with opportunities for professional development.
- Why this job: Make a real difference in the financial health of GP practices while growing your expertise.
- Qualifications: Experience in UK taxation and strong communication skills required.
The predicted salary is between 50000 - 60000 £ per year.
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.
- 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.
- 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.
- Health Cash Plan (WPA Cover)
- Cycle to Work Scheme
- Salary Sacrifice Scheme
- Travel expense reimbursement
- Other Statutory Benefits as per HMRC guidelines
Apply now.
Tax Manager - GP Clients in Poole employer: Richmond Accounting & Advisory
At our Hilldean Office, we pride ourselves on being an exceptional employer that values the expertise and growth of our team members. As a Tax Manager focusing on GP clients, you will benefit from a supportive work culture that encourages continuous development, offers flexible working arrangements, and provides access to a comprehensive health cash plan and salary sacrifice schemes. Join us to make a meaningful impact in the healthcare sector while enjoying a collaborative environment that fosters professional relationships and personal growth.
Contact Details:
Richmond Accounting & Advisory Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Tax Manager - GP Clients in Poole
✨Join Tax Networks
Get involved in tax-focused networks or associations, like the Chartered Institute of Taxation. These communities often host events and workshops which can help you make connections with industry professionals, plus they might even have job boards exclusive to members.
✨Attend Industry Events
Keep an eye out for tax-related conferences and seminars. Events like these are not only great for learning but also for meeting potential employers face-to-face. Use these opportunities to ask questions and express your interest; it’s all about putting a face to the name!
✨Leverage Social Media
Follow leading tax advisory firms, such as Richmond Accounting & Advisory, on social media. Engage with their posts – comment, share insights, or even ask questions. This can help you get noticed and show your enthusiasm for the industry before you even apply!
✨Showcase Your Knowledge
Consider writing articles or blogs on tax trends and issues. Sharing your expertise on platforms like LinkedIn can boost your visibility and establish you as someone who is serious about a career in tax advisory. Plus, it gives you something to discuss when you land that interview!
We think you need these skills to ace Tax Manager - GP Clients in Poole
Some tips for your application 🫡
Show Off Your Tax Knowledge:Make sure your CV highlights any relevant tax qualifications, certifications, or coursework you've completed. We want to see that you understand tax laws, regulations, and compliance issues—so detail your academic background or any practical experience in tax advisory to catch Richmond Accounting & Advisory's eye!
Quantify Your Achievements:In the tax consultancy field, showing measurable outcomes from your previous work can set you apart. Use your CV to include specific examples of how your advice helped clients save money or avoid penalties. Numbers speak volumes in our industry and can really highlight your impact.
Tailor Your Cover Letter:Your cover letter is your chance to express why you're passionate about tax consultancy and why you're excited about working at Richmond Accounting & Advisory. Share any personal experiences or insights that fuel your interest in the tax advisory field—let your enthusiasm shine through!
Keep It Professional but Approachable:While your written application should maintain a professional tone, don’t be afraid to let a bit of your personality show. Tax advisory is about building relationships, so if you can convey your approachable nature in your writing, that's a bonus when applying for this full-time role at Richmond Accounting & Advisory!
How to prepare for a job interview at Richmond Accounting & Advisory
✨Know Your Tax Fundamentals
Brush up on the core principles of tax law, especially recent updates that might affect clients. During the interview, we could face scenario-based questions where we'll need to apply these principles to solve problems, so get comfy with hypothetical situations!
✨Show Your Analytical Skills
Tax advisory isn't just about knowing the rules; it’s about interpreting them. Make sure to prepare examples from your previous studies or experiences where you successfully analysed complex data. We want to demonstrate how we can bring those analytical skills to the table for Richmond Accounting & Advisory.
✨Understand the Consulting Aspect
Since this is a full-time role, the interview might involve discussing how we communicate tax strategies to clients. Think about times we've interacted with clients or presented technical information in a digestible way. This shows we’re not just tax boffins but can also connect with people!
✨Your Long-Term Vision
As we're aiming for a full-time position, it's important to convey our enthusiasm and long-term interest in tax advisory. Be prepared to chat about why we’re passionate about this field and how we see ourselves growing within Richmond Accounting & Advisory. It helps to show our commitment!
