Healthcare Tax Senior




Department: Corporate Tax




Employment Type: Permanent




Location: Newcastle-upon-Tyne




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 are currently looking to recruit into our Healthcare Tax Team, a full time Personal Tax Senior.



Working in our Healthcare department, this role offers the opportunity to experience a wide range of tax matters, including compliance work and delivery of tax advisory services to the firm's NHS consultants, GP's and dental clients.



You will be responsible for managing a portfolio of clients and will be experienced in all aspects of the Tax Return process and report to the Tax Manager. You will also be expected to undertake written and verbal correspondence with clients and HM Revenue & Customs.



In addition to compliance work, you will have the opportunity to undertake tax planning work and attend client meetings, as well as providing support to trainees. As the pension savings tax charge plays a predominant part of the departments matters, previous exposure to this issue would be preferential, but not essential. With the firm's support, the successful applicant would be expected to take the necessary measures to expedite themselves to be fully compliant with this issue.



Whilst tax planning experience is not essential, you must have a good technical knowledge and be experienced in managing a client portfolio. Experience in dealing with Partnerships, Sole Traders, including the preparation of income and expenditure accounts, would be preferential.



For those looking to further their studies such as attaining ATT or CTA qualification, support is available.




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 healthcare 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.