Tax Administrator

SUMMARY:
Our client, a firm of Chartered Accountants, based on the North Coast of Durban, currently seeks an experienced Tax Assistant.

POSITION INFO:
Minimum Requirements:

• Matric with Maths and/or Accounting.
• Tax Diploma pref.
• Minimum 5 years experience in tax calculations and completing income tax returns for individuals.
• Tax administration experience essential.

• Liaise with clients regarding the tax deadlines, requesting tax certificates, schedules, rental files, tax representation/engagement letters.
• Assist with provisional tax calculations and email clients for their figures when requested by the Partners.
• Liaise with the client re: updates of personal particulars/banking details.
• Compile tax calculation and schedules from client information, i.e. employee income, investment income, rental income, business income, medical aid expenses, retirement annuity deductions and asset & liability schedules.
• Capital reconciliations.
• Complete income tax returns on SARS e-Filing.
• Ensure calculation agrees with SARS calculation.
• Attend to telephonic queries with clients regarding taxes.
• Attend to SARS audit queries related to own portfolio.
• Tax calculations and make sure that provisional taxpayers make top up payments where necessary.
• Assist Tax Administrator with:
  • uploading tax clients supporting documents on e-Filing;
  • assisting with the tax filing checking and submitting tax returns, capturing tax returns and assessments on Greatsoft;
  • opening new tax files.
• Facilitate tax clearance certificates.
• Act as back-up for Tax Administrator.
• Complete Trust tax returns - adhoc.
• Assist with Deceased Estate tax returns for the Partners when requested.
• Track client base to ensure deadlines are met and adhered to.
• Billing clients.

• IT - Excel/Word/SARS e-Filing/GreatSoft/GreatTax/Taxware.
• Ability to work well under pressure.
• Deliver on time and within budget.
• Attention to detail.
• Strong time management and organisational skills.
• Willingness to study for professional qualifications.
• Knowledge of taxation legislation and ability to research legislation.
• Integrity and trustworthiness.
• Co-operative/team attitude.