Deceased Estates Tax Specialist

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

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.