Deceased Estate Specialist

BDO South Africa; Gauteng; On-site; ZAR 300 000 - 500 000; Full time

Job summary

A prominent financial services firm in South Africa is seeking a Deceased Estates Specialist to manage all aspects of deceased estate administration. Responsibilities include preparing necessary documents, liaising with legal parties, and ensuring compliance with tax requirements. Candidates should have an LLB degree, FPSA® designation, and at least 5 years of relevant experience. Strong interpersonal and organisational skills are essential for success in this position.

Qualifications

• 5 years knowledge and experience in the administration of deceased estates.
• Member of FISA.

Responsibilities

• Administer deceased estates according to the Administration of Estates Act.
• Liaise with creditors, debtors, and SARS for tax clearance.
• Prepare SARS Estate Duty Return and manage payments.
• Handle queries from the Master of the High Court.
• Prepare documents for Testamentary Trust registration.

Skills

Interpersonal skills

Presentation skills

Communication skills

Organisational skills

Time management

Analytical skills

Supportive skills

Task driven

Education

LLB Degree with FPSA® designation

Job description

BDO Cape Town has a vacancy for a Deceased Estates Specialist. Reporting to the Operations Manager - Fiduciary, BDO Wealth Advisers.

Responsibilities Will Include The Following

• Attending to all aspects of the administration of Deceased Estates in accordance with the provisions of the Administration of Estates Act, including: completing reporting documents, advertising of the estate, preparing the liquidation and distribution account, liaising with creditors and debtors, and liaising with SARS to obtain tax clearance certificates.
• Obtaining legal opinions and advice on legal and technical matters where necessary and where related to winding up the Estate;
• Attending to any queries from the Master of the High Court;
• If applicable, preparing all documents and instructions to register a Testamentary Trust as provided for in the will and obtain Letters of Authority from the Master of the High Court.
• Preparing the SARS Estate Duty Return and making payment of Estate Duty which is due and payable within one year of death.
• Effectively communicating with all interested parties.

You Will Be Required To Have

• Preferably LLB Degree with FPSA® designation
• +/- 5 years knowledge and experience in the administration of deceased estates
• High levels of interpersonal, presentation and communication skills.
• Member of FISA

This Position Will Require Somebody With The Following Competencies

• Organisational skills
• Time management ability
• Task driven.
• Analytical
• Supportive skills
• Structured