Trust & Tax Compliance Officer
5 days ago
Western Cape, Southern Suburbs
Market related salary including pension & medical aid
A client-focused Trust and Investment Management company providing financial planning and investment advice and services to clients planning for, or already in their retirement years.
They offer a full range of financial services including: Investment & Portfolio Management, Offshore Financial Services, Trustee Services, Retirement Planning, Local & Offshore Money Market, Estate Planning, Tax Services and Wills.
About the job:
This new vacancy has been created within our tax service team, at our offices in Rondebosch. This role is responsible for individual income tax, trust and related tax compliance support for the Trust Officers (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 ideally suited to applicants with previous income tax, and trust accounting experience, with a minimum of 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 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 (8-10 years)
- 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
- For more information please contact:
- Carin Walters
-
Trust and Tax Compliance Officer
6 days ago
Southern Suburbs, South Africa CA Financial Appointments Full timeFantastic opportunity to join an Investment Management company, as a Trust and Tax Compliance Officer. You will form part of the Tax Service team, responsible for individual income tax, trust and relevant tax compliance support. **Responsibilities**: - Produce annual financial trusts statements - Complete return income, submit return to receiver, calculate...
-
Tax Compliance Officer
5 days ago
Southern Suburbs, South Africa Merand Corbett & Associates Full timeWestern Cape, Southern Suburbs Market related salary including pension & medical aid A client-focused Trust and Investment Management company providing financial planning and investment advice and services to clients planning for, or already in their retirement years. They offer a full range of financial services including: Investment & Portfolio...
-
Trust Officer Assistant
60 minutes ago
Southern Suburbs, South Africa Merand Corbett & Associates Full timeWestern Cape, Southern Suburbs - (Market related) Trust Officer Assistant (Brokers' Assistant) required for half-day, mornings only position for established business in the Southern Suburbs. **Key responsibilities**: - Collating all necessary documentation relating to administration of local and offshore investment instructions, including redemptions and...
-
Unit Trust Administrator
9 months ago
Southern Suburbs, South Africa Merand Corbett & Associates Full timeWestern Cape, Southern Suburbs Market related salary includes pension & medical aid A client-focused Trust and Investment Management company providing financial planning and investment advice and services to clients planning for, or already in their retirement years. They offer a full range of financial services including: Investment & Portfolio...
-
Trust Officer Assistant
2 weeks ago
Southern Suburbs, South Africa CA Financial Appointments Full timeClient centric investment management team has 2 x contract opportunities for Trust Officer Assistants. This is a stable and experienced team based in the Southern Suburbs, Cape Town. This role is responsible for assisting their Broker Advisors with administrative support, such as client liaison, ensuring internal teams are actioning investment payments or...
-
Trust Officers Assistant
2 weeks ago
Southern Suburbs, South Africa CA Financial Appointments Full timeI am currently recruiting for a Trust Officers Assistant for an Investment Management company, based in Cape Town. To succeed in this role they are looking for someone who is self-driven, with high attention to detail. **Responsibilities**: - Portfolio payments / Client and 3rd party payments- - Money Market deposits and withdrawals- - Investment...
-
Cisca Compliance, Internal Audit
5 days ago
Southern Suburbs, South Africa Merand Corbett & Associates Full timeWestern Cape, Southern Suburbs Market related salary on offer including pension & medical aid A client-focused Trust and Investment Management company providing financial planning and investment advice and services to clients planning for, or already in their retirement years. They offer a full range of financial services including: Investment & Portfolio...
-
Trust Officer Assistant
2 weeks ago
Southern Suburbs, South Africa Merand Corbett & Associates Full timeWestern Cape, Southern Suburbs - (Market related) Trust Officer Assistant (Brokers' Assistant) required for established financial planning and investment business. Provide administrative support to the Trust Officers (Financial /Investment Advisors) including handling follow-up correspondence with clients, beneficiaries and third party providers. Liaise...
-
Tax Manager
4 months ago
Southern Suburbs, South Africa Homechoice Full time**What you will love doing in this role** **_ General_** - Ensuring compliance with indirect and direct tax legislation and changes in requirements, understanding and interpreting of relevant legislation and analysing the impact on the Group. - Control tax compliance register and tax risk register - Provide tax advice to the finance team - Be involved in...
-
Reporting and Tax Manager
2 days ago
Southern Suburbs, South Africa CA Financial Appointments Full timeOpportunity for a Reporting and Tax Manager to join a well established company. You will be responsible for technically oriented finance, tax related project deliverables, compiling reports and annual financial statements. You will also be assisting the HOD in managing all areas of the finance department. **Responsibilities**: - IFRS Reporting - Compiling...
-
Trust Officer Assistant
1 hour ago
Southern Suburbs, South Africa Merand Corbett & Associates Full timeWestern Cape, CPT - Southern Suburbs This role is ideally suited to applicants with previous broker's assistant, or brokers' Secretarial experience specifically dealing with investment administration instructions and follow-ups, with a minimum of 3-5 years experience. Provide administrative support to the Trust Officers (Financial /Investment Advisors)...
-
Compliance Complaints Officer
2 months ago
Southern Suburbs, South Africa Oneplan Underwriting Managers (Pty) Ltd. Full time**Purpose of the Role**: The Compliance Complaints Officer will handle, investigate, and resolve formal complaints related to data privacy (POPIA), FAIS General Code of Conduct, PPR (Policyholder Protection Rules), and data breaches, ensuring all processes are aligned with regulatory frameworks and standards from the respective Regulators. This role includes...
-
Tax Administrator
7 months ago
Northern Suburbs, South Africa CA Financial Appointments Full timeMy client based in the Durbanville area is looking for an experienced Tax Administrator to join their tax/accounting team. If you have a passion for tax, this is a great opportunity for you. You would need to be someone who is willing to learn, work hard and have strong numeracy and accuracy skills. **Responsibilities**: - Assist with the administration of...
-
Administrative Officer
2 weeks ago
Southern Suburbs, South Africa Latitude Resource Full timeExcellent opportunity for an experienced Administrative Officer to join our client’s small to medium size independent assets management group, our client provides advice to high to ultra high net worth international families. Our client is a global investment company seeking to employ a hard working, strong admin individual to join the team. Our client...
-
Tax Advisory
2 weeks ago
Northern Suburbs, South Africa Network Recruitment (South Africa) Full time**Job and Company description**: My client is an advanced and results-driven company with a stable existence for years in the industry. They have an exciting role for a Tax Advisor, which will be based at their Cape Town Offices and will have the opportunity to add value to their global organization. This role will give you an opportunity to expand your...
-
Financial Compliance Specialist
7 days ago
Durban Southern Suburbs, South Africa BLACK TIE RECRUIT Full timeJob Title: Financial Compliance SpecialistAbout the Role:We are seeking an experienced Senior Accountant to join our team at Black Tie Recruit. The successful candidate will have a proven track record in statutory compliance, financial management, and tax planning.Key Responsibilities:• Manage and ensure compliance with statutory requirements, including...
-
Risk and Compliance Officer
7 months ago
Southern Suburbs, South Africa Homechoice Full timehomechoice is a leading South African homeware retailer. For over 35 years we’ve helped our customers create beautiful homes they love with an innovative range of quality products they can afford. **What you will love doing in this role** - **Meet department objectives by achieving performance metrics (targets) set** - Focus on identifying and driving all...
-
Junior Analyst
5 days ago
Southern Suburbs, South Africa Merand Corbett & Associates Full timeWestern Cape, Southern Suburbs Market related salary including pension & medical aid A client-focused Trust and Investment Management company providing financial planning and investment advice and services to clients planning for, or already in their retirement years. They offer a full range of financial services including: Investment & Portfolio...
-
Tax Advisor
2 weeks ago
Northern Suburbs, South Africa Network Recruitment (South Africa) Full time**Job and Company description**: This versatile and well-known giant, with a reputation for excellence and delivering quality services, is looking to take its finance team to the next performance level with the addition of a Tax Advisor. They are a brand known for their innovation and aim to promote growth and skills. This role will have you heading up...
-
Senior Accountant
7 days ago
Durban Southern Suburbs, South Africa BLACK TIE RECRUIT Full timeKey Responsibilities Statutory Compliance : Manage and ensure compliance with statutory requirements, including: PAYE submissions and reconciliations. VAT calculations, submissions, and audits and reconciliations. Income tax compliance and returns for individuals and companies. Workmen's Compensation submissions and renewals. Liaise with regulatory bodies to...