Trust and Tax Compliance Officer

2 weeks ago


Cape Town, Western Cape, South Africa Intrinsic Consulting Services Full time

Due to expansion, another exciting opportunity has arisen for a Bookkeeper or Accountant, with completed SAIPA articles, to fulfill the role of Trust & Tax Compliance Officer at this well established and highly respected Financial Services Company.


  • 810 years relevant experience in similar function in a Trust Taxation environment.
  • Completed SAIPA articles
  • Experience gained in trust accounting essential
  • Experience in income tax for individuals, including for provisional tax payers
  • Computer literacy (intermediate): MS Office suite and excel at an intermediate level
  • Ability to work independently with absolute accuracy
  • Clean credit and criminal check, valid, unendorsed drivers licence and own vehicle are required
All of the above is required in order for you to fulfill the following responsibilities:

  • Preparation of annual financial statements of trusts
  • Completion of return of income, including submission of return to receiver, and calculations of tax payments and ensuring execution of same
  • Record keeping of all relevant data on tax management and accounting tools
  • Check assessments and followup 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 on tax matters in relations to trusts, as well as income tax for individuals
  • Assist with trust compliance and audits as needed
  • Make recommendations regarding tax planning and provide feedback to Trust Officers/ clients
  • 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.


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