Trust Compliance Officer

Recruiter:

CA Financial Appointments

Job Ref:

60203

Date posted:

Thursday, August 7, 2025

Location:

Rondebosch, 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.

Similar jobs you might be interested in:

Trust Compliance Officer
Location: Rondebosch
Salary: Market related
Our client, an investment management company, is seeking a trust compliance officer. This role provi
80 days ago

Compliance Officer
Location: Capetown
Salary: R20,000 per month
As a compliance officer, you''ll be the frontline guardian of clinical safety and regulatory integrity.
4 days ago

Senior Bookkeeper
Location: Cape Town
Salary: 350000 Annually
ð§¾ Do you find joy in balancing the books — and getting them spot-on every time? This isn’t just about debits and credits — it’s about keeping the financial heartbeat of a business running smoothly, precisely, and proudly.
5 days ago

Financial Manager
Location: Cape Town
Salary:
Job Purpose The Group Financial Manager (GFM) is responsible for overseeing the financial health of NCJ Group and its entities. This role manages financial operations, reporting, compliance, and controls while contributing to strategic planning and decision-making. The GFM ensures timely and accurate consolidation of group accounts, compliance with South African regulatory frameworks, an...
5 days ago

Chief Financial Officer
Location: Cape Town
Salary: Market related
An established manufacturing group is looking for a hands-on, people-centered Chief Financial Office
9 days ago

Chief Executive Officer (CEO)
Location: Cape Town
Salary:
46 days ago

Compliance Monitoring Officer
Location: Somerset West
Salary: Monthly
We’re a company that helps clients protect and grow their wealth across generations. From building income and managing assets to planning for succession, we provide award-winning financial solutions that give families peace of mind. What sets us apart is our commitment to protecting clients against life’s uncertainties, whether it’s tax, legal complexities, or global risks.By joi...
59 days ago

CREDITORS CONTROLLER (Accounts Payable) - Durbanville, Western Cape
Location: Durbanville
Salary: R20k - 25k per month
Our client, an established Waste Management concern is in search of a competent, skills and proficie
2 days ago

Financial Manager
Location: Cape Town
Salary: Annually
Are you a seasoned Finance Manager in Cape Town ready to step into a role where your expertise drives results? This is an exciting opportunity for a hands-on financial leader who thrives on accountability and wants to influence strategy and decision-making at senior level.
2 days ago

Invoice Processing Administrator: Perm Position: Cape Town: CBD Contact Centre Industry
Location: Cape Town
Salary:
2 days ago