Deceased Estate Specialist

1 week ago


Cape Town, Western Cape, South Africa 368ab7bb-7e63-47cd-ada9-ca4cf297a3d6 Full time R250 000 - R500 000 per year

BDO Cape Town has a vacancy for a Deceased Estates Specialist. Reporting to the Operations Manager - Fiduciary, BDO Wealth Advisers.

Responsibilities Will Include The Following

  • Attending to all aspects of the administration of Deceased Estates in accordance with the provisions of the Administration of Estates Act, including: completing reporting documents, advertising of the estate, preparing the liquidation and distribution account, liaising with creditors and debtors, and liaising with SARS to obtain tax clearance certificates.
  • Obtaining legal opinions and advice on legal and technical matters where necessary and where related to winding up the Estate;
  • Attending to any queries from the Master of the High Court;
  • If applicable, preparing all documents and instructions to register a Testamentary Trust as provided for in the will and obtain Letters of Authority from the Master of the High Court.
  • Preparing the SARS Estate Duty Return and making payment of Estate Duty which is due and payable within one year of death.
  • Effectively communicating with all interested parties.

You Will Be Required To Have

  • Preferably LLB Degree with FPSA designation
  • +/- 5 years knowledge and experience in the administration of deceased estates
  • High levels of interpersonal, presentation and communication skills.
  • Member of FISA

This Position Will Require Somebody With The Following Competencies

  • Organisational skills
  • Time management ability
  • Task driven.
  • Analytical
  • Supportive skills
  • Structured
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