Trust and Tax Compliance Officer

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

• 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