A short summary of the purpose of the role :
Advise staff and clients on tax-related issues. Research tax information, train staff on tax-related matters, process tax queries, and liaise with SARS and clients. Manage the workflow and ensure quality delivery of work outputs of tax staff for audits, income tax returns, provisional tax returns, IT14SDs, Tax Ombud complaints, objections, appeals, and Tax Exemption applications. Tax consulting on various tax-related matters to clients and directors.
Academic Qualifications Required :
- Grade 12 with accounting as a subject
- Tax or other relevant qualification
- Experience in a tax environment
- Registered with SAIT
Skills
Communication skillsInterpersonal skillsClient Service skillsTraining SkillsNumeric skillsLeadership skillsDelegation skillsConflict resolution skillsManagement SkillsCompetencies
Computer literacyConfidentialityAbility to handle pressure and a busy workloadAbility to research, interpret, and apply the Income Tax Act, Tax Administration Act, and VAT Act for various tax-related projects.Working knowledge of the Income Tax Act and Tax Administration ActWorking knowledge of the SARS dispute resolution processExperience
General Administrative ExperienceLiaising with SARSSupervisory experienceInterpretation of Tax Laws and regulationsExperience with the Tax Ombud processesComputer Packages :
Microsoft Office (Word, Excel, PowerPoint, Outlook Express)GreatSoftSARS E-FilingLexisNexisKey Duties and Responsibilities – Key Performance Indicators :
Supervise the tax department employeesOversee the completion of Income Tax returns to ensure compliance and meeting of deadlinesCompletion of complex Income Tax ReturnsManage the administration of provisional tax; meeting deadlines and the complete billing processOversee the administration of SARS-related documentation received, i.e. assessments and other notificationsControl the input of data thus ensuring an accurate databaseQuality assures the completion of returnsQuality assures the capturing of dataOversees the organization, retention, and compliance of all tax-related records to ensure accuracy, completeness, and regulatory adherenceAssist and advise staff of matters relating to the completion of returns and tax administrationAssist with tasks where bottle-necks occur in areas of responsibilityPerforming any other task that may be reasonably expectedControlling GreatSoft-related problems in terms of taxEnsure delivery of documents, returns, and payments to SARS at the end of each monthEnsure that payments requested from clients are followed up regularlyReview all assessments checked before signed off by relevant directors, ensuring that penalties and interest levied by SARS, and the balance of accounts are correctResolve any disputes on assessments and accounts from SARS, relating to Income TaxIn charge of the complete dispute resolution process and billing thereofSupervision of whole billing process via GreatSoftQuality assuring 10% - 20% of returns before submission via a review processManage the IT 14 SD process and Income Tax Review ProcessComplex queries, tax opinions, and other ad-hoc tax-related work required by partnersWeekly SARS visits for updating banking details and taxpayer particularsResponsible for Continued professional developmentAdhering and generating additional revenue targets as set by directors.Collaborate with the Tax Ombud to address taxpayer complaints and ensure fair treatment and compliance with tax laws and regulationOversees tax compliance, strategy, and reporting to optimize financial outcomes and mitigate risks for the organizationCompliance with the firm’s System of Quality Management (SOQM), policies and proceduresCompliance with the firm’s Employee Code of Conduct which consists of the firm’s HR policies, SAICA, IRBA, and IESBA Codes of Conduct.