SUMMARY:
Trust & Tax Compliance Officer | Rondebosch
POSITION INFO:
Key responsibilities include:
• Completion of ITR12T return, including submission to SARS, and calculations of tax payments and
ensuring execution of same
• Completion of e-filing responsibilities on behalf of trust, including IT3(T) Tax submissions
• Timeous data capture of all relevant data on tax management tools
• Check assessments and follow-up on errors
• Raise objections to assessments, and attend to enquiries raised by SARS
• Request and remit payments and attend to client refunds from SARS
• Provide an advisory service w.r.t. tax matters in relations to income tax for trusts
• Make recommendations w.r.t. tax planning and provide feedback to Trust Officers/ clients
• Liaison with internal and external clients, and support departments as needed
• Client liaison: timeous response to attending to and resolving all queries; regular and ongoing
feedback relating to progress and confirmation of finalisation of matters to internal and external
clients
Key requirements for applicants:
• Previous experience in similar function a requirement, with proven track record (8-10 years)
• Experience in trust tax matters, including understanding of AFS, and trust compliance
requirements
• Registered tax practitioner, or tax technician, with own tax practitioner or technician code
• Computer literacy (intermediate): MS Office suite and excel at an intermediate level, as well as
relevant tax package knowledge and previous experience
• Ability to work independently, Attention to detail and excellent organisational skills
• Clean credit and criminal check, valid, unendorsed drivers'' licence and own vehicle are required
