Deceased Estates Specialist - Estate Administration Expert

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

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.