SUMMARY:
Join a client-focused Trust and Investment Management company providing financial planning and investment advice and services to clients planning for, or already in their retirement years.
POSITION INFO:
This new vacancy has been created within their tax service team. This role is responsible for trust tax and related tax compliance support for the Trust Officers (Financial / Investment Advisors) within the broader business. Role is ideally suited to applicants with previous trust tax experience, with a minimum of 5+ years’ experience in this area.
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
Kindly note that by submitting your application for this career opportunity, you agree that Guardian Recruiting may use your application for the purpose of the recruitment and selection of the said position, and this information may be shared with the relevant stakeholders in the business.
Please note that only short-listed candidates will be contacted.
Should you not have heard back within a two-week period, please assume that your application was unsuccessful.
All job postings are in accordance with our Client's BEE requirements. Please only send certificates when requested to do so.
