We are recruiting: Tax Compliance Officer

Aug 31, 2021 | General Financial Planning News

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 vacancy is in the Fiduciary services team, at our offices in Rondebosch.  This role is responsible for individual income tax, Estates- and related tax compliance support for the Estates team.    Role is ideally suited to applicants with previous income tax computation experience, with a minimum of 5 years’ experience in this area.   

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 Estates, as well as income tax for individuals 
  • Liaison with internal and external clients, as needed
  • Internal 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

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
  • 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

Interested applicants should contact Nicole on 021-689-8975, or email careers@ptrust.co.za. apply online at https://personaltrust.jb.skillsmapafrica.com/