Tax Practitioner/ Administrator (Trusts and Estates)

SUMMARY:
Tax Practitioner/ Administrator (Trusts and Estates)

POSITION INFO:

We’re looking for a detail-oriented and dependable Tax Practitioner to support the administration and compliance functions within our trust tax division. If you’ve got a strong head for numbers, enjoy structured, independent work, and take pride in getting the details right, this could be the ideal role for you.

You’ll work closely with internal stakeholders to ensure tax matters are handled accurately, timeously, and in line with regulatory standards.

Key Responsibilities

• Assist with preparing and submitting trust tax returns (IT12T) via SARS eFiling – eFiling knowledge is essential
• Finalise figures once investment tax certificates are released in June, ensuring accuracy and completeness
• Support the registration of new trusts with SARS, including gathering supporting documentation, ensuring accuracy, and coordinating signatures with the relevant signatory
• Maintain and organise documentation for SARS correspondence and compliance
• Track and follow up on outstanding submissions and SARS feedback
• Support provisional tax calculations and assist with relevant submissions
• Assist with ad hoc tax administrative support as required

Qualifications and Experience

• Must be a registered Tax Practitioner
• Must have experience working with deceased estates
• Must have experience with trust tax administration
• National Diploma or Certificate in Tax, Accounting, or related field
• 2–4 years' experience in tax administration or SARS processes
• Proven experience using SARS eFiling
• A basic understanding of trust taxation and related documentation processes will be advantageous
• Strong administrative and numerical skills

Key Competencies

• Attention to Detail: Accuracy in gathering, reviewing, and managing documents is critical
• Figures Orientated: Comfortable working with numbers and finalising financial figures
• High Work Ethic: Willing to take ownership and see tasks through with minimal oversight
• Task-Focused: Able to put their head down and complete detailed work efficiently
• Accountability: Manages workload responsibly and meets deadlines consistently
• Discretion: Handles confidential information with integrity
• Adaptability: Able to support various tax-related functions in a busy environment