Senior Estate Specialist Centurion

2 weeks ago


Johannesburg, Gauteng, South Africa The Recruitment Council Full time

Our client, a leading Asset Management Firm, is on the hunt for a Senior Estate Specialist, you will be responsible for winding up the deceased estates (which will mainly include Businesses Interest).


Key Outputs:

  • To meet with interested parties (Accountants, Attorneys, Shareholders, Financial institution's/the Master of the High Court/ SARS/heirs/financial planners etc.) to discuss and resolve any issue that may arise from putting a Business into Business Rescue or Liquidation, to obtaining Business valuations and Financials for SARS Estate duty purposes
  • The Administration of Estates Act 66 of 1965 as amended and the Insolvency provisions as they relate tothe administration of insolvent deceased estates.
  • The Intestate Succession Act.
  • The Matrimonial property Act
  • The Wills Act
  • Estate duty Act.
  • Firearm control Act
  • FICA,FAIS,POPI ETC
  • The SARS taxation framework (Business, personal Tax, Estate duty, CGT etc)
  • Exchange control implications for heirs not resident in SA.

Client:

  • Build and maintain relationships with internal and external stakeholders
  • Participate and contribute to a culture of work and client centric thinking, productivity, service delivery and quality management
  • Continuously monitor turnaround times and quality standards and resolve issues speedily to enhance client service delivery
  • Manage client query processes and ensure that queries are tracked, accurately resolved and used as a mechanism to improve client service and business processes
  • Build and maintain relationships with clients and internal and external stakeholders

People:

  • Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service
  • Develop and maintain productive and collaborative working relationships with peers and stakeholders
  • Positively influence and participate in change initiatives
  • Continuously develop own expertise in terms of professional, industry and legislation knowledge
  • Contribute to continuous innovation through the development, sharing and implementation of new ideas
  • Take ownership for driving career development

Experience and Qualifications:

  • Qualifications:


UFS
  • Advance Diploma in Estate and Trust Administration
  • Additional qualifications relevant to Deceased Estate administration
  • FISA Membership (advantageous)
  • Extensive tax knowledge and dealing with Business Interest are critical elements

Experience:

  • Minimum 8 years experience working with estate administration.
  • Tax knowledge and dealing with Business Interest (essential)

Competencies Required:

  • Good Communication Skills
  • Business Acumen
  • Customer/ Stakeholder Commitment
  • Drive for Results

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