Tax Practitioner (Trusts)

Our client, a trust and investment management company, is seeking a Tax Practitioner (Trusts), responsible for trust tax and related tax compliance support. The suitable candidate will have prior trust tax experience.

 

Responsibilities:

• Completion of ITR12T return, including submission to SARS, and calculations of tax payments and ensuring execution of same
• Completion of e-filing responsibilities on behalf of trust, including IT3(T) Tax submissions
• Timeous data capture of all relevant data on tax management 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
• Tax matters: provide an advisory service in relation to income tax for trusts
• Tax planning: make recommendations and provide feedback to Trust Officers / Clients
• 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:

• Registered Tax Practitioner, or Tax Technician, with own tax practitioner or technician code
• 8-10 years previous experience in similar role, a requirement, with proven track record
• Experience in trust tax matters, including understanding of AFS, and trust compliance requirements

Please note that if you have not heard from us within 2 weeks of your application, please consider it as unsuccessful for this particular role. Please do though continue to follow us online and apply for suitable opportunities.

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