Tax Administrator

TAX ADMINISTRATOR: DATABASE

Background on the Firm:

Our client, is one of the oldest and largest independent auditing, accounting and

advisory firms in Cape Town. As an international firm, they operate within South Africa with associated independent member firms in Johannesburg and Durban. Integrity, trust and commitment are core values of our firm and have been key features in our ongoing growth and success.

Purpose of the role:

As a Junior Tax Administrator clerk, you will provide office support to the Tax department through the various administration functions.
This position is key to ensure that the tax administration function is smooth-running and efficient within the organization.

Key Responsibilities:

Assisting with Client Portfolio: All Taxpayers A – Z

• Client Record Maintenance on
  GreatSoft
• Downloading of income tax assessment data on
  GreatSoft
  .
• Client record maintenance in respect of tax client
• Client personal details e.g. name, identification number
• Provisional tax status
• Dormancy status
• Taxation addresses
• Tax Contacts

Capturing of historic income tax data in respect of new clients e.g. last income tax

return submitted and assessed.

• Client Record Maintenance on SARS
  eFiling
• SARS' Registered Details (via the RAV01 – Registration Amendment and Verification
• form)
• Registered name / Surname
• Postal Address
• Business / Residential Address
• Contact e-mail and telephone number

Preparation and Dispatch of Assessment- and Provisional Tax Letters to Clients

• Maintenance of standard mail merge cover letters on
  GreatSoft
  .
• Preparation of standard cover letters in respect of income tax due on assessment and
• the 1st and 2nd provisional tax estimates.
• Dispatch of signed provisional and income tax letters to taxpayers via post / e-mail.
• Confirming receipt of the income- and provisional tax correspondence with the client.

Other Registered Detail Changes (Verification required at SARS Branch)

• Requesting relevant material from the client in respect of registered detail changes
• that are required to be verified at a branch, namely:
• Appointment of Public Officers or Representative Taxpayers
• Any other detail to be verified by SARS e.g. residential or business address
• Assisting Public Officers with conversions from close corporation to companies which
• need to be updated at a SARS branch by the Public Officer.
• Obtaining the Formation documents of entities from the Company Secretarial
• Appointment of Public Officers or Representative Taxpayers
• Residential or business address
• Conversions from close corporations to companies
• Arranging for the update of registered details during scheduled Practitioners'
• Appointments at SARS Cape Town with Tax Administration Clerks or Assistants.

Client Take-ons

• Assistance with the completion of initial take-on form in respect of individuals on
• special request from a Partner or Manager of the Tax Department e.g. where the take on
• is urgent.
• Registration of new clients for income tax with SARS if they have not previously been
• registered.
• Obtaining copies of the latest assessments and statement of accounts for new clients
• which were previously registered for income tax to determine:
• The provisional tax status
• The latest income tax return submitted
• If any income tax returns are outstanding
• Capturing of new tax client's records on
  GreatSoft
  from information obtained from the
• take-on form, latest assessment and statement of account.
• Registration of new tax clients on the Firm's
  eFiling
  profile, or the completion of a
• taxpayer move requests if the client's tax types are held by another user e.g. taxpayer
• or previous tax practitioner.
• Updating the postal address for tax purposes to the Firm's address via the RAV01 on
• SARS
  eFiling
  .
• Updating the client take-on register with the new client's details.

Client deletions

• Capturing of the final income- and provisional tax return data on
  GreatSoft
  .
• Preparation of a letter to resigning clients regarding access to their returns history
• which can be accessed via the transfer of their
  eFiling
  tax rights from the Firm's
• profile.
• Assisting with transfer requests received from clients
• Deselecting the client for the tax function on
  GreatSoft
  .
• Deletion of deregistered client from
  eFiling
  profile upon deregistration with SARS
• (Refer to 7.2).
• Updating the deletion register with the relevant information of the deleted / resigned /
• deregistered client.

Applications for Income Tax Registrations

• Income Tax Registrations
• Registration of resident individuals for income tax via SARS
  eFiling
  .
• Arranging for the registration of non-resident individuals for income tax at
• the SARS Cape Town branch.
• Advising trusts' representative taxpayers of the process and documents
• required for the registration of the trust for income tax.
• Arranging for a Tax Administration Clerk or –Assistant to accompany the
• representative taxpayer to a Practitioners' appointment at the SARS
• Cape Town branch in order to register the trust (Only available for
• registrations in the Western Cape).
• Following up on pending income tax registrations until the tax reference
• numbers are issued by SARS.
• Income Tax Deregistration's
• Obtaining a power of attorney and certified ID of the Public Officer /
• Representative Taxpayer in order to submit an application for
• deregistration on behalf of the entity.
• Applying for income tax deregistration in respect of Companies which
• have been deregistered with CIPC, or Trusts which have been dissolved.
• Follow-up on the deregistration process with SARS until finalized.
• Deselecting the client for the tax function on
  GreatSoft
  .
• Deletion of deregistered client from
  eFiling
  profile upon deregistration
• with SARS.

Other required tasks

• Billing of clients, including the weekly submission of timesheets.
• Administrative assistance to clients in respect of taxpayer move requests.
• Minimum Requirements:
• Minimal tertiary qualification in administration or relevant field is preferable.
• At least 1 - 2 years' experience in a tax administration related role would be beneficial.
• Computer literacy in Microsoft Office essentials.
• Attention to detail.
• Able to work independently of supervision and be proactive in all areas of the role.
• Outstanding organizational skills
• Able to manage work deadlines.
• Ability to work under pressure.
• Good communication skills, verbal and written.
• Approachable and well presented.

Company Benefits:

• Medical Aid
• Group Life Cover
• Pension Fund