Associate Director - Individuals, Trusts & Estates Tax Compliance

BDO Johannesburg has a vacancy for an Associate Director within the Individual, trusts, estates, and expatriate compliance business unit – Tax Department. Reporting to the leadership of the business unit.

Functions may include:

Responsibilities

• Partner in key client relationships to provide advise and support the client in their employees’ tax function.
• Managing a portfolio of clients including understanding the client expectations.
• Assisting BDO to achieve its financial targets driving the BDO brand, business development, tax competence and client service in line with BDO values.
• Grow and develop new business opportunities - focusing on identifying opportunities for other business units.
• Interpreting and applying theoretical knowledge to a practical business solution by utilizing a sound knowledge of basic income tax law.
• Assisting with the research and preparation of proposals.
• Gathering information from various sources by using effective research tools.
• Drafting technically correct opinions and reports for review and providing tax opinions and advise to clients.
• Preparing and/or reviewing income tax returns and supporting tax schedules.
• Preparing and/or reviewing provisional tax calculations.
• Preparing and/or reviewing objections and appeals.Visiting clients to discuss tax issues and assist clients with SARS audit and queries.
• Present technical training topics.
• Liaising with SARS.
• Adapting to a changing work environment and accommodate changing client demands.
• Producing accurate work to a high technical standard while coaching and mentoring junior staff.
• Performance manager to allocated staff.
• Quality control of all deliverables and ensuring compliance with the BDO risk policies and procedures to ensure meeting of statutory deadlines.
• Financial discipline, manage staff as well as WIP, monthly invoices and outstanding debtors.

Qualifications

• Minimum B. Com.
• Preferably post graduate qualification in Tax or B. Com Hons.

Experience

• Member of South African Institute of Taxation (SAIT)
• Registered Tax Practitioner
• Minimum of 15 years’ tax experience
• 3 years’ managerial experience.

Competencies

• Excellent communication skills (including verbal and written)
• Ability to work independently with minimal supervision
• Strong focus of risk processes and procedures
• Technical competency
• Planning and organizational skills
• Leadership skills
• Negotiating skills
• Strategic thinking
• Well versed in all facets of general tax compliance (systems, e-filling, SARS liaison, deadline management)
• Must have good knowledge of South African Income Tax
• Need to be assertive and pro-active
• Task driven
• Team player

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