Trust and Tax Compliance Officer

2 weeks ago


Cape Town, South Africa Job Tool Kit Full time

**About the job**:
This new vacancy has been created within our clients tax service team. This role is responsible for individual income tax, trust and related tax compliance support for the Wealth Managers (Financial / Investment Advisors) within the broader business, and includes computation and preparation of annual financial statements for trusts, as well as the necessary tax compliance related thereto, as well as tax computations for individual income tax returns. Role is suited to applicants with previous income tax, and trust accounting experience, with 5+ years’ experience in this area.

**Key responsibilities include**:

- 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
- Timeous data capture of all relevant data on tax management and accounting tools
- Check assessments and follow-up 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 w.r.t. tax matters in relations to trusts, as well as income tax for individuals
- Assist with trust compliance and audits as needed
- Make recommendations w.r.t. tax planning and provide feedback to Wealth Managers / Trust Officers/ clients
- Liaison with internal and external clients, and support departments as needed
- 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

**Key requirements for applicants**:

- Previous experience in similar function a requirement, with proven track record
- Experience gained in trust accounting a requirement
- Experience in income tax for individuals, including for provisional tax payers
- Matric a requirement, preferably with accounting a matric level, or booking keeping /accounting diploma
- Computer literacy (intermediate): MS Office suite and excel at an intermediate level
- Ability to work independently, Attention to detail and excellent organisational skills
- Clean credit and criminal check, valid, unendorsed drivers licence and own vehicle are required

**To Apply**

Please send your detailed CV

**Salary**: R24,000.00 - R30,000.00 per month



  • Cape Town, South Africa Intrinsic Consulting Services Full time

    Our client, a well-established Investment & Trust company based in the Southern Suburbs has a new position available for a Tax Compliance Officer. Previous experience in similar function a requirement, with proven track record (8-10 years) - Experience in income tax for individuals, including for provisional tax payers - Computer literacy (intermediate): MS...


  • Cape Town, South Africa Moore Recruitment Full time

    **Job Advert Summary**: Moore Cape Town is a member of a leading international network of accounting and consulting firms. Join our dynamic Tax department and take your career to new heights as a Tax Compliance Officer! We are in search of a highly motivated and experienced individual to join our growing team. As a Tax Compliance Officer, you will play a...

  • Senior Tax Compliance Officer

    Found in: Talent ZA C2 - 3 weeks ago


    Cape Town, South Africa Mazars Careers Full time

    A position has become available for a dynamic senior tax complaince officer to help grow our tax compliance team.We are looking for an individual to look after the full tax compliance function for the individual and trust tax clients of Mazars. 


  • Cape Town, South Africa Recro Business Services Full time

    _Do you love everything tax and have a keen eye for compliance?_ - Do you long for a place to learn and grow to set a solid foundation for a rewarding career?_ - A stimulating and varied position is available for a self-motivated person keen to make a difference within a multi-disciplined and growing accounting, audit, and tax practice._ - In addition to...


  • Cape Town, South Africa LPH Chartered Accountants Full time

    **Purpose of the job**: **Minimum requirements**: - A minimum of 3 - 5 years prior experience working within a similar role. - Solid knowledge of the Income Tax Act, the tax systems and practical experience in dealing with SARS is compulsory. - Experience working on E-Filing is compulsory. - Suitable qualifications would be favourable but are not...


  • Cape Town, South Africa C2M Chartered Accountants Inc Full time

    **Duties and Responsibilities** - Preparation and completion of request for tax information letters - Requesting information, accurately calculating, completing and understanding client income tax returns in respect of the following: IT12 (Individual) IT14 (Company) IT12 (Trust) IT12EI (Exempt institutions) - Preparation and submission of supporting...

  • Financial Advisor/Trust Officer

    Found in: Talent ZA C2 - 3 weeks ago


    Cape Town, South Africa Hire Resolve Full time

    Our client is currently seeking a skilled and experienced Financial Advisor/Trust Officer to join a leading company in the financial services industry.As a Financial Advisor/Trust Officer, you will be responsible for providing comprehensive financial advice to clients and managing trust accounts. You will work closely with clients to understand their...

  • Senior Tax Compliance Officer

    Found in: Talent ZA C2 - 3 weeks ago


    Cape Town, South Africa Mazars Careers Full time

    An exciting and unique vacancy for a senior tax compliance officer has come about in our Century City offices, the main role would be to complete income tax and related returns and deal with associated correspondence.

  • Tax Compliance Officer

    Found in: Talent ZA 2A C2 - 3 weeks ago


    Cape Town, South Africa Guardian Recruiting Full time

    This position falls within the Tax Department and the successful candidate will report to all Directors Job SpecificationsObtain and collate tax related information from clients and third parties in order to complete the following returns: ITR12 IT12T IRP6, 1st, 2nd and 3rdPreparation of ITR12, IT12T and IRP6 returnsPreparation of tax computationsAdherence...

  • Tax Compliance Officer

    Found in: Whatjobs ZA C2 - 3 days ago


    Cape Town, South Africa Guardian Recruiting Full time

    This position falls within the Tax Department and the successful candidate will report to all Directors Job Specifications Obtain and collate tax related information from clients and third parties in order to complete the following returns: ITR12 IT12T IRP6, 1st, 2nd and 3rd Preparation of ITR12, IT12T and IRP6 returns Preparation of tax computations...

  • Tax Compliance Officer

    Found in: Adzuna ZA B C2 - 2 weeks ago


    Cape Town, South Africa Adzuna ZA B C2 Full time

    This position falls within the Tax Department and the successful candidate will report to all Directors Job SpecificationsObtain and collate tax related information from clients and third parties in order to complete the following returns: ITR12 IT12T IRP6, 1st, 2nd and 3rdPreparation of ITR12, IT12T and IRP6 returnsPreparation of tax computationsAdherence...


  • Cape Town, South Africa Guardian Recruiting Full time

    **_Job Requisition_** Preparation and completion of requests for tax information letters Requesting information Accurately calculating, completing, and understanding client income tax returns in respect of the following: IT12 (Individual) IT14 (Company) IT12 (Trust) IT12EI (Exempt institutions) Preparation and submission of supporting documents as per SARS...


  • Cape Town, South Africa Absa Bank Limited Full time

    Bring your possibility to life! Define your career with us - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job Summary To...

  • Company Secretary

    7 days ago


    Cape Town, South Africa F & G Sourcing Specialist Full time

    Our Accounting and Tax client that is based in Bellville, Cape Town is seeking a **Company Compliance Secretary** to join their team. **Salary**: R15 000 - R20 000 per Month **Requirements**: - A diploma or degree in secretarial studies, administration, or a related field. - At least 2 years of experience in a similar role, preferably within an accounting...

  • Tax Assistant

    Found in: Talent ZA 2A C2 - 3 weeks ago


    Cape Town, South Africa Set Consulting Full time

    Tax Assistant Cape TownR240k neg  Excellent career opportunity with a leading financial advisory firm. Reporting to the Tax Manager, you will be responsible for assisting the Tax Manager and Director to ensure that the company and its clients comply. Key Performance AreasAdministrative Functions:Actioning income tax registrations for Individuals, Trusts...

  • Tax Assistant

    Found in: Whatjobs ZA C2 - 1 week ago


    Cape Town, South Africa Set Consulting Full time

    Tax Assistant Cape Town R240k neg   Excellent career opportunity with a leading financial advisory firm. Reporting to the Tax Manager, you will be responsible for assisting the Tax Manager and Director to ensure that the company and its clients comply.   Key Performance Areas Administrative Functions:Actioning income tax registrations for...

  • Tax Assistant

    Found in: Adzuna ZA B C2 - 2 weeks ago


    Cape Town, South Africa Adzuna ZA B C2 Full time

    Tax Assistant Cape TownR240k neg Excellent career opportunity with a leading financial advisory firm. Reporting to the Tax Manager, you will be responsible for assisting the Tax Manager and Director to ensure that the company and its clients comply. Key Performance AreasAdministrative Functions:Actioning income tax registrations for Individuals, Trusts...

  • Tax Assistant

    Found in: Talent ZA C2 - 3 weeks ago


    Cape Town, South Africa SET Recruitment Consultants Full time

    Tax Assistant Cape TownR240k neg  Excellent career opportunity with a leading financial advisory firm. Reporting to the Tax Manager, you will be responsible for assisting the Tax Manager and Director to ensure that the company and its clients comply. Key Performance AreasAdministrative Functions:Actioning income tax registrations for Individuals, Trusts...


  • Cape Town, South Africa Leap Recruitment Full time

    My client a well established law firm is seeking a competent Estates and Trusts secretary/paralegal to join their team. Duties and responsibilities of the position include but are not limited to: Estates - Compiling and completing documents to report a testate and intestate estate - Opening and managing estate bank account(s) including, loading payments,...


  • Cape Town, South Africa CKH Group Full time

    We are looking for a detail-oriented Tax Manager, with strong mathematical and analytical skills, to join the Tax Reporting Team. You will be exposed to tax accounting globally working with financial statements, and tax returns, and collaborating with financial controllers, from various countries. **_ We will trust you to do the:_** - Overall project...