Trust Compliance Officer

Recruiter:

CA Financial Appointments

Job Ref:

60203

Date posted:

Thursday, May 15, 2025

Location:

Cape Town, South Africa

Salary:

Market related

SUMMARY:
Our client, an investment management company, is seeking a Trust Compliance Officer. This role provi

POSITION INFO:

Our client, an investment management company, is seeking a Trust Compliance Officer. This role provides tax compliance support being responsible for trust tax and related tax compliance support for the Investment advisors within business. The suitable candidate will have prior trust tax experience with a minimum 3-5 years experience.

Responsibilities:

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
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 on tax matters in relations to income tax for trusts
Make recommendations on 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

Requirements:

Minimum of 3-5 years of experience
Registered tax practitioner, or tax technician, with own tax practitioner or technician code
Experience in trust tax matters, including understanding of AFS, and trust compliance requirements
Computer literacy: MS Office suite and Excel at an intermediate level, as well as relevant tax package knowledge and previous experience

Please note that if you have not heard from us within 2 weeks of your application, please consider it as unsuccessful for this particular role. Please do though continue to follow us online and apply for suitable opportunities.

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