Tax Manager

A short summary of the purpose of the role:

Advise staff and clients on tax-related issues. Research tax information, train staff on tax-related matters, process tax queries, and liaise with SARS and clients. Manage the workflow and ensure quality delivery of work outputs of tax staff for audits, income tax returns, provisional tax returns, IT14SDs, Tax Ombud complaints, objections, appeals, and Tax Exemption applications. Tax consulting on various tax-related matters to clients and directors.

Academic Qualifications Required:

• Grade 12 with accounting as a subject
• Tax or other relevant qualification
• Experience in a tax environment
• Registered with SAIT

Skills

• Communication skills
• Interpersonal skills
• Client Service skills
• Training Skills
• Numeric skills
• Leadership skills
• Delegation skills
• Conflict resolution skills
• Management Skills

Competencies

• Computer literacy
• Confidentiality
• Ability to handle pressure and a busy workload
• Ability to research, interpret, and apply the Income Tax Act, Tax Administration Act, and VAT Act for various tax-related projects.
• Working knowledge of the Income Tax Act and Tax Administration Act
• Working knowledge of the SARS dispute resolution process

Experience

• General Administrative Experience
• Liaising with SARS
• Supervisory experience
• Interpretation of Tax Laws and regulations
• Experience with the Tax Ombud processes

Computer Packages:

• Microsoft Office (Word, Excel, PowerPoint, Outlook Express)
• GreatSoft
• SARS E-Filing
• LexisNexis

Key Duties and Responsibilities – Key Performance Indicators:

• Supervise the tax department employees
• Oversee the completion of Income Tax returns to ensure compliance and meeting of deadlines
• Completion of complex Income Tax Returns
• Manage the administration of provisional tax; meeting deadlines and the complete billing process
• Oversee the administration of SARS-related documentation received, i.e. assessments and other notifications
• Control the input of data thus ensuring an accurate database
• Quality assures the completion of returns
• Quality assures the capturing of data
• Oversees the organization, retention, and compliance of all tax-related records to ensure accuracy, completeness, and regulatory adherence
• Assist and advise staff of matters relating to the completion of returns and tax administration
• Assist with tasks where bottle-necks occur in areas of responsibility
• Performing any other task that may be reasonably expected
• Controlling GreatSoft-related problems in terms of tax
• Ensure delivery of documents, returns, and payments to SARS at the end of each month
• Ensure that payments requested from clients are followed up regularly
• Review all assessments checked before signed off by relevant directors, ensuring that penalties and interest levied by SARS, and the balance of accounts are correct
• Resolve any disputes on assessments and accounts from SARS, relating to Income Tax
• In charge of the complete dispute resolution process and billing thereof
• Supervision of whole billing process via GreatSoft
• Quality assuring 10% - 20% of returns before submission via a review process
• Manage the IT 14 SD process and Income Tax Review Process
• Complex queries, tax opinions, and other ad-hoc tax-related work required by partners
• Weekly SARS visits for updating banking details and taxpayer particulars
• Responsible for Continued professional development
• Adhering and generating additional revenue targets as set by directors.
• Collaborate with the Tax Ombud to address taxpayer complaints and ensure fair treatment and compliance with tax laws and regulation
• Oversees tax compliance, strategy, and reporting to optimize financial outcomes and mitigate risks for the organization
• Compliance with the firm's System of Quality Management (SOQM), policies and procedures
• Compliance with the firm's Employee Code of Conduct which consists of the firm's HR policies, SAICA, IRBA, and IESBA Codes of Conduct.