Job description
Key Responsibilities
Tax Compliance & Administration
- Manage a portfolio of individual, trust, company, and close corporation tax clients.
- Prepare and submit Income Tax Returns (ITR12, ITR14, Trust Returns, etc.).
- Complete and submit Provisional Tax Returns.
- Review tax assessments and ensure accuracy.
- Handle objections, appeals, and dispute resolutions with SARS.
- Manage tax registrations, deregistrations, and profile amendments.
- Ensure clients remain compliant with all relevant tax legislation and deadlines.
SARS Liaison
- Act as the primary contact between clients and SARS.
- Resolve SARS queries, audits, verifications, and compliance matters.
- Attend meetings and consultations with SARS where required.
- Monitor and manage outstanding tax matters and assessments.
Tax Advisory
- Provide tax planning and advisory services to individuals and businesses.
- Research and interpret tax legislation and regulatory updates.
- Advise clients on tax-efficient structures and compliance requirements.
- Identify potential tax risks and opportunities for clients.
Client Relationship Management
- Build and maintain strong client relationships.
- Provide professional guidance on tax matters.
- Present complex tax information in a clear and practical manner.
- Assist clients with strategic financial and tax decisions.
Team Support & Leadership
- Review work completed by junior staff where applicable.
- Provide guidance and mentorship to tax administrators and trainees.
- Assist in developing and improving internal tax processes.
- Stay current with changes in tax legislation and industry developments.
Minimum Requirements
- Relevant qualification in Taxation, Accounting, Finance, or a related field.
- Membership with a recognised professional controlling body (e.g., SAIT, SAIPA, SAICA, ACCA, CIMA or equivalent).
- Minimum 5 years' experience in a tax-focused role.
- Strong working knowledge of South African tax legislation.
- Experience dealing directly with SARS.
- Proficient in Microsoft Office and tax-related software.
- Valid driver's licence preferred.
Key Competencies
- Strong analytical and problem-solving skills.
- Excellent attention to detail.
- Effective communication and interpersonal skills.
- Ability to manage multiple deadlines simultaneously.
- High level of professionalism and confidentiality.
- Strong client service orientation.
- Ability to work independently and within a team environment.