Estate Tax Admin Assistant – Onboarding & SARS Compliance

The Fiduciary Recruitment Group; Wes-Kaap; On-site; ZAR 134,000 - 201,000; Full time

Job summary

The Fiduciary Recruitment Group in Table View, SA is hiring a DE Tax Administrator Assistant to provide administrative and workflow support to the Deceased Estates Tax Administrator. You will help facilitate timely estate onboarding, SARS access requests and maintain complete tax files.

Key duties include creating and maintaining electronic estate files, preparing powers of attorney and SARS documentation, requesting essential documents, and assisting with eFiling and tax pack compilation while

Qualifications

• Matric certificate, with proficiency in Word, Excel, Outlook and electronic filing systems.
• Previous experience in tax or deceased-estate administration is an advantage but not required; training will be provided.
• Strong communication skills, with a high level of accuracy, organisation, reliability and confidentiality.

Responsibilities

• Create and maintain electronic estate files, recording new instructions, executor details, relevant dates and outstanding items on approved systems.
• Prepare and compile powers of attorney, mandates, client requests and SARS documentation for review and signature by authorised individuals.
• Request letters of executorship, death certificates, identification documents, proof of address, banking details and other onboarding documentation; monitor outstanding or expiring documents.
• Assist with eFiling access requests, registered representative (RR) updates, estate coding and SARS appointment bookings as instructed; track OTP requirements and outcomes.
• Obtain and file IRP5s, IT3 certificates, medical aid and retirement annuity certificates, bank statements, investment schedules and asset valuations as required.
• Maintain document trackers, appointment logs, SARS case numbers and written follow-ups; report delays and missing documentation to the Administrator or management.
• Assist with uploading authorised documents and compiling tax packs, ensuring all digital records remain confidential, accurately named and ready for audit.

Skills

MS Word

MS Excel

MS Outlook

Electronic filing

Education

Matric certificate

Job description

The Fiduciary Recruitment Group in Table View, SA is hiring a DE Tax Administrator Assistant to provide administrative and workflow support to the Deceased Estates Tax Administrator. You will help facilitate timely estate onboarding, SARS access requests and maintain complete tax files.

Key duties include creating and maintaining electronic estate files, preparing powers of attorney and SARS documentation, requesting essential documents, and assisting with eFiling and tax pack compilation while