Senior Estate Specialist | Centurion

The Recruitment Council; Gauteng; On-site; ZAR 30 000 - 70 000; Full time

Job summary

An established industry player in asset management seeks a Senior Estate Specialist to oversee estate administration and tax-related matters. In this pivotal role, you will engage with various stakeholders, ensuring compliance with relevant legislation while managing client relationships with a focus on service delivery. Your expertise in estate administration, coupled with excellent communication and business acumen, will be vital in navigating complex estate issues. Join a dynamic team where your contributions will foster a collaborative environment and drive positive change in the industry.

Qualifications

• 5-8 years of experience in estate administration focused on tax and business interests.
• UFS Advanced Diploma in Estate and Trust Administration is required.

Responsibilities

• Meet with stakeholders to resolve estate-related issues and manage the estate process.
• Build and maintain relationships with clients and internal stakeholders.

Skills

Estate Administration

Tax Knowledge

Client Relationship Management

Communication Skills

Business Acumen

Education

Advanced Diploma in Estate and Trust Administration

Additional Relevant Qualifications

Job description

Our client, a leading Asset Management Firm, is seeking a Senior Estate Specialist.

Key Responsibilities:

1. Meet with interested parties (Accountants, Attorneys, Shareholders, Financial institutions, the Master of the High Court, SARS, heirs, financial planners, etc.) to discuss and resolve issues related to:

• Putting a Business into Business Rescue or Liquidation
• Obtaining Business valuations and Financials for SARS Estate duty purposes

Understand and apply relevant legislation, including:

• The Administration of Estates Act 66 (as amended)
• The Insolvency provisions related to deceased estates
• The Intestate Succession Act
• The Matrimonial Property Act
• The Wills Act
• The Estate Duty Act
• The Firearm Control Act
• FICA, FAIS, POPI, etc.
• SARS taxation framework (Business, Personal Tax, Estate Duty, CGT, etc.)

Manage exchange control implications for heirs not resident in South Africa, including considerations of situs and offshore estate administration.

Coordinate the estate process across Financial, Legal, and SARS requirements to ensure timely progression.

Apply accounting frameworks in estate administration, including balancing estate accounts, cash statements, reconciliation, and understanding financial statements and tax calculations.

Client Relationship Management:

• Build and maintain relationships with internal and external stakeholders.
• Participate in fostering a client-centric culture, focusing on service delivery and quality standards.
• Monitor turnaround times and resolve issues promptly to improve client service.
• Manage client queries effectively, tracking and resolving them to enhance processes.

People & Professional Development:

• Contribute to a collaborative work environment and positive change initiatives.
• Continuously develop professional and legislative knowledge.
• Share and implement innovative ideas.
• Take ownership of career development.

Qualifications and Experience:

• UFS – Advanced Diploma in Estate and Trust Administration.
• Additional relevant qualifications (advantageous).
• FISA Membership (advantageous).
• Extensive tax knowledge, especially concerning Business Interests.

• Minimum 5–8 years' experience in estate administration, with a focus on tax and business interests.

Core Competencies:

• Excellent Communication Skills
• Business Acumen
• Customer/Stakeholder Commitment
• Drive for Results