Tax and Compliance Officer
Our Clent, an Accountinf Firm in Hillcrest is seeking a Tax and Compliance Officer.
Key responsibilities include:
- Interpret and apply the Trust Property Control Act
- Administer trusts with accuracy and compliance
- Provide expert advice on tax regulations
- Work closely with clients to ensure trust structures are optimised
- Stay updated on regulatory changes and best practices
- Provide end-to-end fiduciary support and administration for clients
- Ensure compliance with trust deeds and fiduciary duties
- Assist with meeting preparations, attend meetings, and manage follow-up tasks
- Help compile documents for financial statements and tax returns
- Maintain high standards in client interactions and general administration
- Schedule Annual General Meetings, drafting and circulating of agendas and other supporting documents
- Maintain accurate records and minute books
- Monitor changes in relevant legislation and the regulatory environment and take appropriate action for clients
- 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 Directors and 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 (5-10 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
Salary is based on experience.
Apply online or email rose@proappoint.co.za
Only shortlisted candidates will be contacted
