Deceased Estates Tax Profiler

West Coast Personnel; Wes-Kaap; Sur place; ZAR 167 000 - 223 000; Plein temps

Résumé du poste

West Coast Personnel in South Africa seeks a Deceased Estates Tax Profiler to analyse deceased taxpayers' SARS profiles and prepare evidence-based access reports for management review.

The role focuses on reviewing multi-year records, reconciling returns and statements, and flagging risks, with emphasis on accuracy, documentation, and timely delivery to the administrator.

Qualifications

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

Responsabilités

• Review a deceased taxpayer’s SARS profile and relevant records.
• Examine at least the previous three tax years where records are available.
• Reconcile submitted and outstanding returns, assessments, statements, payments, penalties, interest and open SARS cases.
• Identify PAYE and VAT registrations and record outstanding periods and compliance status.
• Flag potential risks such as unexplained balances, repeated non-submission, audits, objections or discrepancies.
• Prepare a standardized access report with tax types, years reviewed, sources, actions and next steps.
• Attach SARS extracts and distinguish verified facts from missing information.
• Update the access-report tracker and meet service deadlines; hand over reports to management.

Connaissances

SARS eFiling

Tax compliance

Analytical writing

Spreadsheet proficiency

Description du poste

Vacancy: Deceased Estates Tax Profiler R15k to R20k dependent on experience and technical competence.

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.

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.