Trust and Tax Compliance Officer

3 weeks ago


Cape Town, 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.
- 8-10 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 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 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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