Tax Administrator

Description:

Cape Town: My client, a well-established Chartered Accounting firm in Durbanville, is seeking an experienced Tax Administrator to join their professional team. Purpose of the Role: Responsible for ensuring accurate tax filings, managing SARS-related queries, and maintaining up-to-date knowledge of tax legislation. Adept at working efficiently in a structured environment while supporting clients and internal teams with tax-related matters.

Responsibilities include, but are not limited to:

• Tax Practitioner Registration and maintaining required CPD hours
• Managing client administration on ProfTax, including take-on and take-off procedures
• Accurate data capturing and record-keeping on ProfSoft, tax inbox, and tax query list
• Preparing and submitting tax returns for companies, trusts, close corporations, and individuals
• Reviewing SARS assessments to confirm accuracy or identify disputes
• Sending assessment letters to clients daily
• Preparing client billings within monthly deadlines
• Assisting Partners, Managers, and clerks with tax-related matters
• Handling SARS queries and correspondence on behalf of clients
• Gathering necessary client information to address tax-related tasks and concerns
• Complying with internal deadlines and ensuring timely submissions
• Preparing and submitting registration and deregistration documents to SARS
• Keeping up to date with the Tax Administration Act and tax legislation changes
• Monitoring client tax payments and refunds on a monthly basis
• Training clerks and staff on tax amendments and SARS procedures
• Supporting the Tax Compliance Officer with provisional tax administration, income tax registrations, and eFiling database maintenance
• Attending SARS appointments with and on behalf of clients
• Setting up and transferring eFiling profiles for new taxpayers
• Query Management
  • Ensuring tax queries are resolved promptly, efficiently, and within required due dates
  • Maintaining accurate and up-to-date tax queries on ProfSoft
  • Managing the SAICA query register and following up on outstanding matters
  • Lodging and tracking relevant tax complaints with the Tax Ombudsman
• General Responsibilities
  • Assisting with weekly progress reporting on query lists and tax return submissions
  • Contributing to monthly newsletters with relevant tax updates
  • Proactively improving systems and processes to enhance efficiency and accuracy
  • Maintaining effective communication with other departments, including audit, accounting, and secretarial teams
  • Attending to client birthday acknowledgments as part of relationship management
  • Identifying cross-selling opportunities within the firm

Criteria:

• Relevant qualification in tax, accounting, or finance
• Strong knowledge of SARS eFiling, tax laws, and compliance regulations
• At least [X] years of experience in tax administration or a similar role
• Experience in an accounting or tax firm (advantageous)
• Excellent attention to detail and ability to work under pressure
• Proficiency in ProfTax, ProfSoft, and Microsoft Office
• Fluent in English with a good command of Afrikaans

Requirements:

• Tax Practitioner Registration and maintaining required CPD hours
• Managing client administration on ProfTax, including take-on and take-off procedures
• Accurate data capturing and record-keeping on ProfSoft, tax inbox, and tax query list
• Preparing and submitting tax returns for companies, trusts, close corporations, and individuals
• Reviewing SARS assessments to confirm accuracy or identify disputes
• Sending assessment letters to clients daily
• Preparing client billings within monthly deadlines
• Assisting Partners, Managers, and clerks with tax-related matters
• Handling SARS queries and correspondence on behalf of clients
• Gathering necessary client information to address tax-related tasks and concerns
• Complying with internal deadlines and ensuring timely submissions
• Preparing and submitting registration and deregistration documents to SARS
• Keeping up to date with the Tax Administration Act and tax legislation changes
• Monitoring client tax payments and refunds on a monthly basis
• Training clerks and staff on tax amendments and SARS procedures
• Supporting the Tax Compliance Officer with provisional tax administration, income tax registrations, and eFiling database maintenance
• Attending SARS appointments with and on behalf of clients
• Setting up and transferring eFiling profiles for new taxpayers
• Query Management
  • Ensuring tax queries are resolved promptly, efficiently, and within required due dates
  • Maintaining accurate and up-to-date tax queries on ProfSoft
  • Managing the SAICA query register and following up on outstanding matters
  • Lodging and tracking relevant tax complaints with the Tax Ombudsman
• General Responsibilities
  • Assisting with weekly progress reporting on query lists and tax return submissions
  • Contributing to monthly newsletters with relevant tax updates
  • Proactively improving systems and processes to enhance efficiency and accuracy
  • Maintaining effective communication with other departments, including audit, accounting, and secretarial teams
  • Attending to client birthday acknowledgments as part of relationship management
  • Identifying cross-selling opportunities within the firm

• Ensuring tax queries are resolved promptly, efficiently, and within required due dates
• Maintaining accurate and up-to-date tax queries on ProfSoft
• Managing the SAICA query register and following up on outstanding matters
• Lodging and tracking relevant tax complaints with the Tax Ombudsman

• Assisting with weekly progress reporting on query lists and tax return submissions
• Contributing to monthly newsletters with relevant tax updates
• Proactively improving systems and processes to enhance efficiency and accuracy
• Maintaining effective communication with other departments, including audit, accounting, and secretarial teams
• Attending to client birthday acknowledgments as part of relationship management
• Identifying cross-selling opportunities within the firm

• Relevant qualification in tax, accounting, or finance
• Strong knowledge of SARS eFiling, tax laws, and compliance regulations
• At least [X] years of experience in tax administration or a similar role
• Experience in an accounting or tax firm (advantageous)
• Excellent attention to detail and ability to work under pressure
• Proficiency in ProfTax, ProfSoft, and Microsoft Office
• Fluent in English with a good command of Afrikaans