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
Grade C Security Officers, Other, Cape Town. Leading Security company requires Grade C security officers
Bank reconciliations (All business bank accounts: Trust, Business and Vat &Salaries account, including monthly basis and annually for audit purposes and trust audits (including liaising with Auditors) Generate assessments and Empowerdex Trust Accounting Monitor and maintain company Trust account Act as Law Society
include but not limited to: Individual, Companies, Trusts and Close Corporation income tax returns completed eFiling Tax computations for Individual, Companies, Trusts and Close Corporation income tax returns Calculation Provisional tax returns for Individual, Companies, Trusts and Close Corporations Completing Dividend withholding
and Trust Secretarial Services
providing strategic financial advice as well as manage trusts and investments for our clients.
Caseware – draft and review FS with companies and trusts Good understanding of company tax requirements
it may be necessary to prepare tax returns for Trusts and Corporates. Preparation and submission of provisional tax calculations for individuals, companies, and trusts. Sending of requests to clients for information
>Experience gained in Traditional Funds ( Unit Trust / Segregated portfolios)
of Tax Return for Companies, Individuals & Trust a must • Basic knowledge of the Income Tax & income tax returns for Individual, Companies and Trusts. (ITR12, ITR14 and ITR12TR) • Preparation of tax tax computations for Individuals, Companies and trusts. • Preparation of Income and Expenditure Statements Income Tax Assessments on Taxware for companies, Trusts, and Individuals. • Application for reduced assessments