Tax Officer - Cape Town
Salary Negotiable
Cape Town, Western Cape
Cape Town,
Western Cape
more than 14 days ago
14-06-2017 7:19:05 AM
09-08-2017 7:19:05 AM
• To attend to the accurate & timeous completion of tax returns of Trusts, Individuals & Estate Returns in accordance with information supplied by the Relationship Manager and or Client, with the requirements of Tax Legislation and in terms of the company policy & procedures.
Job Specification
• Client Service/ Management
o Managing relationship with Clients, Client Relationship Managers, Trust & Estate Officers and SARS
• Accurate completion of Tax Returns
o Obtain all relevant information to complete return
o Input data on system to calculate final tax liability
o Advise client of tax due which we think will arise when assessment is raised
• Accurate calculation of Assess & Provisional Tax Payment
o Ensure accurate calculations of assess tax liability on Wintax / TaxPlanner system and provisional tax calculations on tax system
• Payment of Assess & Provisional Tax
o Ensure payment of assess and provisional tax is made on or before due date
• Timeous Raising of Objections (where necessary)
o Assessment (IT34) do not correspond with our estimated calculation
o Object to tax assessment within stipulated timeframe
• Maintain Agreed Policies & Procedures
o Regularly & consistently meeting all SARS and departmental policies and procedures
• Risk & Compliance
o Manage risks by pro-actively identifying potential risks and obtaining legal & procedural knowledge of operation and adhere thereto
• Invoicing & Fee collection: Financial Targets
o Ensure clients is invoiced as soon as Tax Return has been finalised
o Ensure payment is made on or before due date
o Follow up on overdue accounts
Qualifications
• Tax Diploma, Institute of Bankers Trustee Diploma, FPI, Post Graduate qualification
• Association of Trust Companies in SA, Financial Planning Institute
• FAIS Compliant
Experience
• Minimum 3 years in Tax environment
• Previous experience in Trust environment is preferred
• 3 years relevant experience in Trust Company
Key Competencies
• Personal Development
• Commitment
• Integrity
• Excellence orientation
• Client Centricity
• Attention to detail
• Team work
Employment Equity
• Preference will be given to candidates from designated groups