Deceased Estates Tax Administrator

The Fiduciary Recruitment Group; Wes-Kaap; On-site; ZAR 350,000 - 480,000; Full time

Job summary

The Fiduciary Recruitment Group is seeking a Deceased Estates Tax Administrator in Table View, South Africa. You will manage deceased-estate tax matters from onboarding to the preparation of pre-death, date-of-death, and Estate Late returns, with supporting tax packs for review and submission.

Responsibilities include establishing SARS eFiling access, reviewing tax statements, preparing ITR12 returns and CGT schedules, and coordinating QC and submissions while ensuring accuracy and timely

Qualifications

• Knowledge of South African income tax rules and eFiling processes.
• Strong case management skills and ability to review complex tax packs.

Responsibilities

• Establish SARS eFiling access and determine coding requirements; review tax statements and registrations.
• Identify outstanding returns and request supporting documentation across various income streams.
• Prepare pre-death ITR12 returns and CGT schedules, including base costs and reliefs.
• Prepare date-of-death calculations and ensure technical accuracy for reviews.
• Assist with estate late registration and post-death tax computations.
• Compile complete tax packs and coordinate QC and submission processes.
• Monitor SARS correspondence and audits, coordinating follow-ups and escalations.
• Maintain accurate estate statuses, client communication, and workflow trackers.

Skills

Tax knowledge

Case management

Attention to detail

Written communication

Tools

SARS eFiling

Job description

The Fiduciary Recruitment Group | Full time

Deceased Estates Tax Administrator

Table View, South Africa | Posted on 10/26/2026

Manageallocated deceased-estate tax matters from onboarding through to thepreparation of accurate pre-death, date-of-death and Estate Late tax returns,together with supporting tax packs for independent review and submission.

KEY RESPONSIBILITIES

• EstablishSARS eFiling access and determine RR and estate coding requirements;review RAV01 information, income tax statements of account, recent taxreturns, existing PAYE/VAT registrations and any non-compliance.
• Identifyoutstanding tax returns and request supporting documentation, includingemployment, investment, rental, business/sole-trader income, expenses,retirement and medical aid information.
• Preparepre-death ITR12 returns, supporting tax computations and schedulescovering interest, rental and other applicable income.
• Preparedate-of-death calculations and Capital Gains Tax (CGT) schedules,including valuations, base costs, deemed disposals under Section 9HA andapplicable Eighth Schedule relief, referring uncertain tax treatments fortechnical review.
• Identifyand assist with Estate Late registration where required; preparepost-death income, deduction and asset-disposal calculations and theassociated tax returns.
• Compilecomplete, indexed tax packs, perform preparer self-checks and allocatepacks to the designated quality control, review and submission functions;address review queries promptly.
• MonitorSARS correspondence, verifications, audits, tax directives, assessments,bank-detail issues and Deceased Estate Clearance (DEC) requirements asallocated; coordinate follow-ups and escalations.
• Maintainaccurate estate statuses, supporting evidence, client and executorcommunication, and workflow trackers; promptly inform management of cashshortfalls, outstanding Liquidation and Distribution (L&D) accounts,missing documentation and deadlines.
  
• Practical experience with SouthAfrican income tax and eFiling, with the ability to prepare ITR12 returnsand supporting tax schedules.
• Working knowledge ofdeceased-estate taxation, CGT upon death, Section 9HA, pre- and post-deathtaxation, and SARS procedures.
• Strong case management skills,document analysis, written communication, and attention to detail.
  

• Meetmanagement-set targets for tax-pack preparation and QC allocation volumes,monitoring progress daily.
• Ensuretax packs are complete and technically supported at first review, with reviewcorrections addressed within 48 hours where practicable.
• Maintainaccurate, up-to-date status reports and ... in writing and on time.
• Donot perform final submissions in this role; all submissions must follow theauthorised technical review and approval process.