dedicated individual to join our clients team as a Trust Account Support Professional.
Main
transactions.
offices in Somerset West is seeking to employ a Trust / Client Services Officer. The candidate will form multi-member pension schemes, Portfolio trusts, EBT's and Retirement Annuity Trust Schemes (RATs). In addition, times and report directly to the Private Client and Trust Manager Key Duties and Responsibilities: Manage Agreements (SLA). Remain abreast of pension and trust regulations Appropriately store/input and reference A clear understanding of applicable Pension and Trust legislation and statutory reporting requirements
full tax compliance function of the Individual and Trust tax clients in their Cape Town office This position
balance sheet essential.
Experience with trust accounts is required
Must have valid drivers
This position falls within the Tax Department and the successful candidate will report to all Directors
Job Specifications
Obtain and collate tax related information from clients and third parties in order to complete the following returns:
ITR12
completed their Financial N6 studies at a TVET College. This internhip will be hosted by our industry monthly payments Completed NQF6 studies at a TVET College Fluent in English and Afrikaans Reliable transport
example – assist clients with queries Assist other colleges with high workload. Minimum requirements: Strong
example – assist clients with queries Assist other colleges with high workload. Minimum requirements: Strong
managing all financial aspects related to family trusts and holding companies, ensuring compliance with Oversee the day-to-day financial operations of family trusts and holding companies, including income distribution financial statements, reports, and summaries for trust beneficiaries, trustees, and other stakeholders with tax laws and regulations related to family trusts and holding companies, including income tax, and applicable to trust assets such as real estate holdings. Ensure that properties owned by the trust comply with
articles beneficial Previous knowledge of lawyer trust account bookkeeping essential Essential to be coming experience, and Excel advanced Capturing receipts Trust journals Payments by use of requisitions Corrections investment accounts and reconciliations Monthly Trust bank reconciliations: FNB, Nedbank, Standard Bank