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Western Cape

rondebosch, western cape

N/A

03-10-17

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Title Tax Compliance Officer
Company Personal Trust (Pty) Ltd
Reference # Tax Compliance Officer
Published 28/09/2017
Contract Type Permanent
Salary Market Related
Location Rondebosch, Western Cape, South Africa
Introduction

About Personal Trust:
Personal Trust is 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.
Personal Trust offers 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. Role is ideally suited to applicants with previous income tax computation experience, with a minimum of 5 years’ experience in this area.
Job Functions Accounting, Administration, Compliance & Regulatory Affairs
Industries Accounting, Banking / Finance & Investment, Bookkeeping, Financial Services, Tax Consulting
Specification

Key responsibilities include:
•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
Requirements

Key requirements for applicants:
•Previous experience in similar function a requirement, with proven track record (5 or more years)
•Experience in income tax for individuals, including for provisional tax payers
•Experience gained in trust accounting an advantage
•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
Job Closing Date

Sat Oct 14 2017

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