Deceased Estates Tax Profiler

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

Vacancy: Deceased Estates Tax Profiler

R15k to R20k dependent on experience and technical competence.

Table View

Position purpose

Analyse a deceased taxpayer’s existing SARS profile and historical compliance position and prepare a clear,
evidence-based access report for management review and communication to the estate practitioner/client.

Key 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 at least the previous three tax years where records are available, expanding 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 existing PAYE and VAT registrations appear on the deceased individual’s profile; record outstanding periods and compliance status without assuming they are resolved.
• - 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, clearly 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.

Minimum requirements and competencies

• - 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.

Key performance indicators

• - Access reports completed within management-set turnaround times after full SARS access is available.
• - Every report identifies years checked, tax types, open items, action owners and documentary evidence.
• - Material risks escalated promptly and no unsupported conclusion presented as confirmed.
• - Role is primarily analysis and report preparation, not tax-return preparation, sign-off or filing.

Reporting and authority

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

Final job title to be confirmed.

All duties are subject to SVV policies, applicable tax legislation, SARS procedures and delegated authority.

Specific numeric production targets and service levels are set and reviewed by management.