Description:
Our client is a well-established professional services firm with a strong reputation for excellence in auditing, accounting, and tax compliance.This role is ideal for an experienced professional with a strong background in trust administration, tax compliance, and fiduciary services. The successful candidate will play a pivotal role in managing trust structures, regulatory submissions, and tax obligations, ensuring clients remain compliant with relevant legislation while optimizing their financial strategies.
Key Responsibilities:
- Trust Administration & Compliance
- Interpret and apply the Trust Property Control Act to ensure full compliance.
- Administer trusts and estates, maintaining accurate records and ensuring fiduciary duties are met.
- Ensure timely submission of trust-related documents and compliance with regulatory requirements.
- Tax Compliance & SARS Liaison
- Complete and submit ITR12T returns, ensuring accuracy in tax filings.
- Manage tax objections, appeals, and correspondence with SARS.
- Handle e-filing responsibilities, including IT3(T) tax submissions and provisional tax.
- Fiduciary & Estate Planning Advisory
- Provide expert advice on trust taxation, estate structuring, and tax compliance.
- Assist clients in estate planning strategies, ensuring tax efficiency.
- Stay updated on legislative changes affecting trusts and taxation.
- Client & Stakeholder Engagement
- Act as the liaison between clients, trustees, and regulatory bodies.
- Attend trustee and client meetings, maintaining accurate minutes and follow-ups
- Provide ongoing client education and advisory services on trust compliance.
Key Requirements:
- 5-10 years of experience in trust and tax compliance.
- Registered Tax Practitioner or Tax Technician (with own code).
- Strong knowledge of AFS, trust taxation, and compliance requirements.
- Relevant qualification in Law, Accounting, Tax, or Financial Planning.
- Experience in estate planning and exchange control (advantageous).
- Proficiency in MS Office Suite and tax software.
- Valid drivers license and own transport required.
- Clean credit and criminal record.
Remuneration:R35,000 Cost to Company
***Only shortlisted candidates will be contacted***
02 Mar 2025;
from:
gumtree.co.za