Minimum Requirements:

Matric with Maths and/or Accounting.
Tax Diploma pref.
Minimum 5 years experience in tax calculations and completing income tax returns for individuals.
Tax administration experience essential.

Key Performance Areas:

Liaise with clients regarding the tax deadlines, requesting tax certificates, schedules, rental files, tax representation/engagement letters.
Assist with provisional tax calculations and email clients for their figures when requested by the Partners.
Liaise with the client re: updates of personal particulars/banking details.
Compile tax calculation and schedules from client information, i.e. employee income, investment income, rental income, business income, medical aid expenses, retirement annuity deductions and asset & liability schedules.
Capital reconciliations.
Complete income tax returns on SARS e-Filing.
Ensure calculation agrees with SARS calculation.
Attend to telephonic queries with clients regarding taxes.
Attend to SARS audit queries related to own portfolio.
Tax calculations and make sure that provisional taxpayers make top up payments where necessary.
Assist Tax Administrator with:
- uploading tax clients supporting documents on e-Filing;
- assisting with the tax filing checking and submitting tax returns, capturing tax returns and assessments on Greatsoft;
- opening new tax files.
Facilitate tax clearance certificates.
Act as back-up for Tax Administrator.
Complete Trust tax returns - adhoc.
Assist with Deceased Estate tax returns for the Partners when requested.
Track client base to ensure deadlines are met and adhered to.
Billing clients.