Tax Senior – Personal Tax

RMT Accountants & Business Advisors Ltd

Location: Newcastle upon Tyne

RMT Accountants & Business Advisors Ltd is seeking a Tax Senior to join its Personal Tax team in Newcastle upon Tyne. This is an exciting opportunity to work with a broad portfolio of clients, ranging from sole traders to directors of owner-managed businesses, while also gaining exposure to more complex personal tax matters.

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About RMT & Sumer Group

In 2023, RMT became part of Sumer Group, a collective of respected regional accountancy practices united by a common goal: supporting local small and medium-sized enterprises.

By combining the trusted relationships and local insight of community-based firms with the scale, specialist knowledge, and technology of a national organisation, Sumer Group delivers the best of both worlds. This approach enables us to create meaningful growth for our business, our people, and our clients.

At the heart of everything we do is a commitment to putting people first, doing the right thing, and delivering exceptional services to the businesses that are vital to our economy and communities.

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The Opportunity

As a Tax Senior, you will play an important role in supporting a varied personal tax client base. You will be responsible for delivering high-quality compliance work, assisting with advisory matters, and contributing to the development of junior team members.

This position offers an excellent opportunity for someone with strong personal tax expertise who is looking to further develop their career in a supportive and forward-thinking environment.

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Key Responsibilities

In this role, you will be involved in a wide range of personal tax work, including:

• Preparing Self-Assessment personal tax returns accurately and efficiently

• Completing P11D forms and providing advice on benefits in kind

• Preparing PAYE Settlement Agreements

• Calculating Capital Gains Tax liabilities, including in-year CGT returns for UK property disposals

• Liaising with clients, HMRC, and colleagues across the business by telephone, email, and in writing

• Providing ad-hoc support on tax queries and project work as required

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What We’re Looking For

We are keen to hear from candidates who can demonstrate a strong foundation in personal tax and a proactive, client-focused approach.

Essential Requirements

• ATT qualified, part-qualified, or qualified by experience

• Previous experience in a similar personal tax role

• Strong technical knowledge of:

• Personal Tax

• Partnership Tax

• Capital Gains Tax

• Experience of coaching or supporting junior team members

Desirable Skills

• Familiarity with CCH software

• Preferred, but not essential — full training and support will be provided

• Broader tax advisory knowledge relating to owner-managed businesses, including:

• Inheritance Tax (IHT)

• Capital Gains Tax (CGT)

• Income Tax

• Company Tax

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Why Join Us?

This is more than just a tax role — it is a chance to be part of a business that values expertise, collaboration, and community impact. You will join a team that is committed to delivering excellent client service while fostering professional growth and development.

As part of the wider Sumer Group, you will benefit from the support and opportunities of a national organisation while still enjoying the culture and connection of a regional practice.

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Belong @ Sumer

At Sumer, we recognise that no two career journeys are the same. We are committed to creating a fair and supportive recruitment process, removing barriers, and helping every individual perform at their best. If you require any support during the hiring process, we encourage you to let us know.

We are building an inclusive workplace where everyone feels they belong, and where differences are not only welcomed, but celebrated.

Our Values

• We Shine Together

• We Do the Right Thing

• We Make It Count

We believe diverse teams make us stronger, and we are proud to foster an environment where people can thrive, contribute, and grow.

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Apply for This Role

If you are an experienced personal tax professional looking for your next challenge in a progressive and people-focused organisation, we would love to hear from you.