Tax Senior

RMT Accountants & Business Advisors Ltd; Newcastle upon Tyne; On-site; GBP 38,000 - 58,000; Full time

Job summary

Sumer Group is seeking a Tax Senior to join its Corporate Tax team in Newcastle upon Tyne. You will manage a varied portfolio of personal tax clients, from sole traders to owner-managed businesses, and support more complex assignments as part of a collaborative practice.

The role focuses on delivering accurate Self-Assessment returns, CGT computations and P11D advice, while engaging with HMRC and colleagues across departments. Prior ATT or equivalent is expected, with training provided as needed.

Qualifications

• ATT qualification (or part-qualified) or qualified by experience.
• Proven experience within a similar role.
• Strong technical expertise in personal tax, partnership tax and Capital Gains Tax.
• Experience in coaching and training junior members of the team.
• Proficiency in CCH is preferred, but not essential as full training and support will be provided.
• Sound tax advisory knowledge in owner managed businesses covering IHT, CGT, Income Tax and Company Tax issues would be preferred but is not essential.

Responsibilities

• Preparing Self-Assessment personal tax returns efficiently and accurately.
• Preparing P11D forms, advising on benefits in kind and preparing PAYE Settlement Agreements.
• Preparing Capital Gains Tax computations and in year CGT on UK Property returns.
• Communicating with colleagues from other departments, clients, and HMRC by telephone, email, and in writing where required.
• Ad-hoc assistance with tax queries and projects.

Skills

ATT/Part-qualified

Personal tax expertise

Capital Gains Tax

Tax advisory knowledge

Coaching juniors

CCH knowledge

Tools

CCH

Job description

Description

In 2023, RMT became part of Sumer Group - a collaboration of renowned regional accountancy practices with a shared vision to champion local small to medium-sized enterprises.

By bringing together the best in advisory & business services, Sumer Group retains the value that community-based practices offer and combines this with the scale, breadth of expertise and technologies that only a national organisation can muster. Through our unique approach, we believe we can make a real positive impact and achieve growth for our company, our colleagues and our clients. Together, we are about doing the right things, putting people first and delivering the best possible services to those who sit at the heart of our economy and communities.

We’re currently looking for a Tax Senior to work with a varied portfolio of personal tax clients, from sole traders to directors of owner managed businesses, with the opportunity to work with larger more complex clients.

Department

Corporate Tax

Location

Newcastle-upon-Tyne

Key Responsibilities

• Preparing Self-Assessment personal tax returns efficiently and accurately
• Preparing P11D forms, advising on benefits in kind and preparing PAYE Settlement Agreements
• Preparing Capital Gains Tax computations and in year CGT on UK Property returns.
• Communicating with colleagues from other departments, clients, and HMRC by telephone, email, and in writing where required
• Ad-hoc assistance with tax queries and projects

Skills, Knowledge & Expertise

• ATT qualification (or part-qualified) or qualified by experience
• Proven experience within a similar role
• Strong technical expertise in personal tax, partnership tax and Capital Gains Tax
• Experience in coaching and training junior members of the team
• Proficiency in CCH is preferred, but not essential as full training and support will be provided
• Sound tax advisory knowledge in owner managed businesses covering IHT, CGT, Income Tax and Company Tax issues would be preferred but is not essential

Belong @ Sumer

At Sumer, we know everyone’s journey is different. That’s why we’re committed to fairness, removing barriers and giving people the support they need to do their best work. If you need any support during the hiring process, just let us know.

Our values represent what matters most to us and guide how we work every day:

• We Shine Together
• We Do the Right Thing
• We Make It Count

We know diverse teams make us stronger. That’s why we’re creating an inclusive workplace where everyone belongs and differences are valued and celebrated.