Manager: Individual, Trusts, Estates, and
2 days ago
BDO has a vacancy for a Manager within the Individual, trusts, estates, and expatriate compliance business unit - Tax Department. Reporting to the leadership of the business unit. Functions may include
- Assisting BDO to achieve its financial targets driving the BDO brand, business development, tax competence and client service in line with BDO values.
- Assisting with the research and preparation of proposals
- Gathering information from various sources by using effective research tools
- Drafting technically correct opinions and reports for review and providing tax opinions and advise to clients.
- Preparing and/or reviewing income tax returns and supporting tax schedules.
- Preparing and/or reviewing provisional tax calculations.
- Preparing and/or reviewing objections and appeals.
- Visiting clients to discuss tax issues and assist clients with SARS audit and queries.
- Liaising with SARS.
- Adapting to a changing work environment and accommodate changing client demands.
- Producing accurate work to a high technical standard while coaching and mentoring junior staff.
- Quality control of all deliverables and ensuring compliance with the BDO risk policies and procedures to ensure meeting of statutory deadlines.
- Financial discipline, managing staff as well as monthly invoices and outstanding debtors.
**Qualifications**:
- Minimum B. Com.
- Preferably post graduate qualification in Tax or B. Com Hons.
**Experience**:
- Member of South African Institute of Taxation (SAIT)
- Registered Tax Practitioner
- Minimum of 15 years’ tax experience
- 5 years’ managerial experience
**Competencies**:
- Excellent communication skills (including verbal and written)
- Ability to work independently with mínimal supervision
- Strong focus of risk processes and procedures
- Technical competency
- Planning and organisational skills
- Leadership skills
- Negotiating skills
- Strategic thinking
- Well versed in all facets of general tax compliance (systems, e-filling, SARS liaison, deadline management)
- Must have good knowledge of South African Income Tax
- Need to be assertive and pro-active
- Task driven
- Team player
Salary is market-related and commensurate with experience.
The appointment will be made in terms of the firm’s Employment Equity Policy.
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