Senior Estate Specialist Centurion
4 weeks ago
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 5 - 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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