Deceased Estates Tax Insight Analyst

West Coast Personnel; Cape Town; On-site; ZAR 167,000 - 223,000; Full time

Job summary

West Coast Personnel is seeking a Deceased Estates Tax Profiler in Table View, Cape Town. The role focuses on analysing a deceased taxpayer’s SARS profile and historical compliance to produce a clear, evidence-based access report for management and the estate practitioner/client.

The successful candidate will review multi-year records, reconcile returns and assessments, identify compliance gaps, and prepare standardised reports with supporting extracts for management review.

Qualifications

• Good SARS eFiling experience and ability to interpret returns, assessments, statements of account and compliance status.
• Sound foundational understanding of individual tax, PAYE/VAT status checks and deceased-estate workflows.
• Analytical writing, evidence-based reporting, spreadsheet proficiency and meticulous accuracy.

Responsibilities

• Review the SARS profile when access is obtained: taxpayer registration details, tax types, RR status, estate coding, RAV01 information and available eFiling records.
• Examine the previous three tax years where records are available and expand the review when relevant issues or risks are identified.
• Reconcile submitted and outstanding ITR12 returns, assessments (ITA34), statements of account, payments, refunds, penalties, interest and open SARS cases.
• Identify whether PAYE and VAT registrations appear on the deceased individual’s profile; record outstanding periods and compliance status.
• Flag potential risks such as unexplained balances, repeated non-submission, outstanding verifications/audits, objections, bank verification and discrepancies requiring specialist review.
• Prepare a standardised access report summarising each tax type, years reviewed, source documents, historical action, outstanding matters, recommended next steps and priority items.
• Attach or link the supporting SARS extracts, distinguish verified facts from missing information and refer uncertain tax/legal conclusions to management.
• Update the access-report tracker, meet agreed service deadlines and hand over the reviewed report to management or the assigned Administrator; respond to clarification requests.

Skills

SARS eFiling

Tax profile analysis

Excel

Report writing

Job description

West Coast Personnel is seeking a Deceased Estates Tax Profiler in Table View, Cape Town. The role focuses on analysing a deceased taxpayer’s SARS profile and historical compliance to produce a clear, evidence-based access report for management and the estate practitioner/client.

The successful candidate will review multi-year records, reconcile returns and assessments, identify compliance gaps, and prepare standardised reports with supporting extracts for management review.