Deceased Estates Tax Administrator

West Coast Personnel; Wes-Kaap; On-site; ZAR 360,000 - 600,000; Full time

Job summary

West Coast Personnel is seeking an experienced Deceased Estates Tax Specialist in South Africa to manage ITR12 returns, CGT calculations, and estate tax compliance. You will establish SARS eFiling access, handle RR/estate coding, and coordinate with clients to gather records.

The role requires 3+ years in SA tax, strong attention to detail, excellent written communication, and the ability to own files from intake to submission while meeting tight deadlines.

Qualifications

• Practical South African income tax/eFiling experience and ability to prepare ITR12 returns and tax schedules.
• Knowledge of deceased-estate tax, CGT at death, and SARS processes.
• Strong document analysis, communication, and attention to detail.
• Minimum of 3+ years experience in the same field.

Responsibilities

• Establish SARS eFiling access and RR/estate coding requirements; review RAV01, income tax statements, returns, and registrations.
• Assess missing returns and request supporting records (employment, investments, rental, business income).
• Prepare ITR12 returns and supporting computations including interest and rental income.
• Prepare date-of-death calculations, CGT schedules, and relief considerations.
• Identify Estate Late registrations; prepare post-death income and asset-disposal calculations.
• Compile tax packs, conduct self-checks, and route to QC/review and submissions.
• Track SARS correspondence, audits, and deadlines; coordinate follow-ups.
• Maintain estate status, client communications, and workflow trackers; flag cash shortfalls.

Skills

Income tax eFiling

Deceased estate taxation

Tax computation & schedules

Attention to detail

Strong written communication

File ownership

Tools

SARS eFiling System

Job description

Key responsibilities

• Establish SARS eFiling access and RR/estate coding requirements; review RAV01, income tax statements of account, recent returns and any existing PAYE/VAT registrations or non-compliance.
• Assess missing returns and request supporting records, including employment, investments, rental, business/sole-trader income, expenses, retirement and medical aid information.
• Prepare pre-death ITR12 returns and supporting tax computations and schedules, including interest, rental and other applicable income.
• Prepare date-of-death calculations and CGT schedules, including valuations, base costs, deemed disposals under section 9HA and applicable Eighth Schedule relief, referring uncertain treatment for technical review.
• Identify and assist with Estate Late registration where required; prepare post-death income, deductions and asset-disposal calculations and returns.
• Compile complete, indexed tax packs, complete preparer self-checks and allocate packs to the designated QC/review and submissions functions; correct review queries promptly.
• Track SARS correspondence, verifications, audits, tax directives, assessments, bank-detail issues and DEC requirements as allocated; coordinate follow-ups and escalations.
• Keep estate status, evidence, client/EP communication and workflow trackers accurate; advise management promptly of cash shortfalls, outstanding L&D accounts, missing documents and deadlines.

Minimum requirements and competencies

• Practical South African income tax/eFiling experience and ability to prepare ITR12 returns and tax schedules.
• Working understanding of deceased-estate tax, CGT at death, section 9HA, pre-/post-death taxation and SARS processes.
• Strong file ownership, document analysis, written communication and attention to detail.
• 3+ Years Experience in the same field.

Key performance indicators

• Target tax-pack preparation and QC allocation volumes set by management; monitor progress daily.
• Packs complete and technically supported on first review; review corrections actioned within 48 hours where practicable.
• Accurate, current status reports and timely written escalation of blockers, aging matters and SARS deadlines.
• No final submission by this role; submission follows the authorised technical review/approval process.

Reporting and authority

Reports to Deceased Estates operational management and the Head of Deceased Estates Tax & Operations.