Deceased Estates Tax Administrator Assistant
Save this job and keep your search organized
Create a free account to save jobs, create alerts and return to this listing from your dashboard.
By continuing, you agree to our Terms & Privacy Policy.
Key responsibilities
- Open and maintain electronic estate files and capture new instructions, executor details, dates and outstanding items on approved systems.
- Draft and collate powers of attorney, mandates, client requests and SARS documentation for checking and signature by authorised persons.
- Request letters of executorship, death certificates, identification, proof of address, banking details and other onboarding documents; monitor missing or expiring documents.
- Assist with eFiling access requests, registered representative (RR) updates, estate coding and SARS appointment bookings under instruction; track OTP requirements and outcomes.
- Obtain and file IRP5s, IT3 certificates, medical aid and retirement annuity certificates, bank statements, investment schedules and asset valuations as requested.
- Maintain document trackers, appointment logs, SARS case numbers and written follow-ups; highlight delays or missing documents to the Administrator/management.
- Assist with uploading authorised documents and assembling tax packs; maintain confidential, accurately named and audit-ready digital records.
Minimum requirements and competencies
- Matric; confident Word, Excel, Outlook and electronic filing skills.
- Previous tax/deceased-estate experience is advantageous but not essential; training provided.
- Reliable communication, accuracy, organisation and confidentiality.
Key performance indicators
- New instructions captured and initial document requests issued within 1–2 business days of allocation.
- Correctly prepared mandates and complete supporting-document checklists, with limited rework.
- Trackers and follow-ups kept current; access obstacles and overdue items escalated promptly.
- No unauthorised tax return preparation, approval or final submission.
Reporting and authority
Reports to the allocated Deceased Estates Tax Administrator / operational management; overall accountability to the Head of Deceased Estates Tax & Operations.
-
Deceased Estates Tax Administrator
4 days ago
Wes-Kaap, Wes-Kaap, South Africa The Fiduciary Recruitment Group Full-time R 350,000 - R 480,000 ContractThe Fiduciary Recruitment Group | Full time Deceased Estates Tax Administrator Table View, South Africa | Posted on 10/26/2026 Manageallocated deceased-estate tax matters from onboarding through to thepreparation of accurate pre-death, date-of-death and Estate Late tax returns,together with supporting tax packs for independent review and submission. KEY...
-
Deceased Estates Tax Specialist
23 hours ago
Wes-Kaap, Wes-Kaap, South Africa The Fiduciary Recruitment Group Full-time R 420,000 - R 620,000 ContractThe Fiduciary Recruitment Group in Table View, South Africa, is seeking a Tax Practitioner – Deceased Estates to join our specialist tax division. You will handle the end-to-end tax compliance for deceased estates, preparing and submitting IT12 and IT12TR returns with accuracy and SARS correspondence.You will work independently, apply technical knowledge...
-
Deceased Estates Tax Profiler
2 days ago
Wes-Kaap, Wes-Kaap, South Africa West Coast Personnel Full-time R 167,000 - R 223,000 ContractVacancy: Deceased Estates Tax Profiler R15k to R20k dependent on experience and technical competence. Position purpose:Analyse a deceased taxpayer’s existing SARS profile and historical compliance position and prepare a clear,evidence-based access report for management review and communication to the estate practitioner/client. Key responsibilities Review...
-
Deceased Estates Tax Administrator
5 days ago
Wes-Kaap, Wes-Kaap, South Africa West Coast Personnel Full-time R 360,000 - R 600,000 ContractKey responsibilitiesEstablish SARS eFiling access and RR/estate coding requirements; review RAV01, income tax statements of account, recent returns and any existing PAYE/VAT registrations or non-compliance.Assess missing returns and request supporting records, including employment, investments, rental, business/sole-trader income, expenses, retirement and...
-
Estate Tax Specialist: Deceased Estates
4 days ago
Wes-Kaap, Wes-Kaap, South Africa The Fiduciary Recruitment Group Full-time R 350,000 - R 480,000 ContractThe Fiduciary Recruitment Group is seeking a Deceased Estates Tax Administrator in Table View, South Africa. You will manage deceased-estate tax matters from onboarding to the preparation of pre-death, date-of-death, and Estate Late returns, with supporting tax packs for review and submission.Responsibilities include establishing SARS eFiling access,...
-
Deceased Estates Tax Insight Analyst
4 days ago
Wes-Kaap, Wes-Kaap, South Africa The Fiduciary Recruitment Group Full-time R 300,000 - R 460,000 ContractThe Fiduciary Recruitment Group is seeking a DE Tax Profiler to join our team in a full-time capacity in South Africa. You will review SARS profiles and eFiling records, reconcile returns and account statements, and prepare clear reports to support deceased-estate administration decisions.Ideal candidates will have strong SARS eFiling experience, the ability...
-
Deceased Estates Tax Specialist
5 days ago
Wes-Kaap, Wes-Kaap, South Africa West Coast Personnel Full-time R 360,000 - R 600,000 ContractWest Coast Personnel is seeking an experienced Deceased Estates Tax Specialist in South Africa to manage ITR12 returns, CGT calculations, and estate tax compliance. You will establish SARS eFiling access, handle RR/estate coding, and coordinate with clients to gather records.The role requires 3+ years in SA tax, strong attention to detail, excellent written...
-
Deceased Estates Tax Admin Specialist
5 days ago
Wes-Kaap, Wes-Kaap, South Africa West Coast Personnel Full-time R 300,000 - R 420,000 ContractWest Coast Personnel is seeking a Deceased Estates Tax Administrator in the Western Cape to manage electronic estate files, gather required documents and coordinate VAT/SARS-related tasks. You will draft essential documents, track deadlines and maintain audit-ready digital records.The role reports to the Deceased Estates Tax Administrator/operational...
-
DE Tax Administrator Assistant
4 days ago
Wes-Kaap, Wes-Kaap, South Africa The Fiduciary Recruitment Group Full-time R 134,000 - R 201,000 ContractThe Fiduciary Recruitment Group | Full timeDE Tax Administrator AssistantTable View, South Africa | Posted on 10/26/2026Provideadministrative and workflow assistance to the Deceased Estates TaxAdministrator to facilitate timely estate onboarding, accurate SARS accessrequests and the maintenance of complete tax files.KEY RESPONSIBILITIESCreateand maintain...
-
Estate Tax Admin Assistant – Onboarding
4 days ago
Wes-Kaap, Wes-Kaap, South Africa The Fiduciary Recruitment Group Full-time R 134,000 - R 201,000 ContractThe Fiduciary Recruitment Group in Table View, SA is hiring a DE Tax Administrator Assistant to provide administrative and workflow support to the Deceased Estates Tax Administrator. You will help facilitate timely estate onboarding, SARS access requests and maintain complete tax files.Key duties include creating and maintaining electronic estate files,...