Role Summary
The primary purpose of this role is to provide expert guidance on tax-related matters to both internal staff and clients. Responsibilities include conducting tax research, delivering staff training, addressing tax queries, and liaising with SARS and clients. The position also involves managing the workflow of the tax department to ensure timely and accurate completion of audits, income tax returns, provisional tax returns, IT14SDs, Tax Ombud complaints, objections, appeals, and tax exemption applications. The incumbent will also be expected to provide tax consulting services to clients and directors.
Minimum Academic Qualifications
- Grade 12 with Accounting as a subject
- Relevant Tax or equivalent qualification
- Proven experience in a tax-related environment
- SAIT registration
Required Skills, Competencies, and Experience
Skills
Strong verbal and written communicationEffective interpersonal and client service skillsTraining and leadership capabilitiesDelegation and conflict resolutionStrong numerical abilityTeam and project management skillsCompetencies
High level of computer literacyAbility to work under pressure and handle a demanding workloadConfidentiality and integrityAdvanced knowledge and practical application of the Income Tax Act, Tax Administration Act, and VAT ActFamiliarity with SARS dispute resolution proceduresExperience
General administrative dutiesLiaison with SARS and handling tax-related issuesSupervisory experienceIn-depth interpretation and application of tax legislationExperience working with Tax Ombud proceduresComputer Proficiency
Microsoft Office (Word, Excel, PowerPoint, Outlook)GreatSoftSARS e-FilingLexisNexisKey Responsibilities & Performance Indicators
Supervise tax department staff and manage team workflowReview and ensure timely and accurate submission of income tax returnsComplete and oversee complex income tax and provisional tax submissionsManage billing and administrative processes related to tax submissionsReview SARS documentation, including assessments and notificationsMaintain accurate and up-to-date client and tax data in the systemEnsure all returns and supporting documentation are quality assured and compliantOversee recordkeeping for all tax-related documentationAssist and guide staff in tax-related issues and return completionAddress workflow bottlenecks and assist as neededHandle system issues related to GreatSoftEnsure timely delivery of documents, returns, and payments to SARSFollow up on client payments and outstanding balancesReview and resolve discrepancies in SARS assessments and accountsManage the full dispute resolution process and billing thereofReview 1020% of tax returns prior to submissionManage IT14SD and income tax review processesHandle complex tax queries, draft opinions, and provide ad-hoc tax supportVisit SARS offices weekly for updates to banking and taxpayer detailsStay up to date through continued professional developmentWork towards meeting revenue targets set by directorsCollaborate with the Tax Ombud to resolve client complaints and ensure complianceOversee tax compliance, strategy, and reporting to mitigate risk and improve outcomesEnsure adherence to the firms System of Quality Management (SOQM), policies, and proceduresMaintain compliance with the firms Employee Code of Conduct, as well as SAICA, IRBA, and IESBA standards