Estate Tax Admin & Onboarding Coordinator

The Fiduciary Recruitment Group; Cape Town; On-site; ZAR 180,000 - 240,000; Full time

Job summary

The Fiduciary Recruitment Group is seeking an administrative assistant to support the Deceased Estates Tax Administrator in Cape Town. You will manage electronic files, compile SARS documentation, and handle onboarding paperwork with accuracy and confidentiality.

Key duties include coordinating documents, processing eFiling requests, and maintaining trackers and audit-ready records. Training is provided, and strong MS Word/Excel skills are essential for success.

Qualifications

• Proficient in Word, Excel, Outlook and electronic filing systems.
• Experience in tax or deceased-estate administration is an advantage but not required; training provided.
• High accuracy, organisational and confidential handling of data.

Responsibilities

• Create and maintain electronic estate files with client and executor details.
• Prepare powers of attorney, mandates and SARS documents for review and signature.
• Request letters of executorship, death certificates, IDs, proof of address and onboarding docs; monitor expiry.
• Assist with eFiling access requests, RR updates, estate coding and SARS appointments; track OTPs.
• Obtain and file IRP5s, IT3 certificates, bank statements and asset valuations as required.
• Maintain trackers, appointment logs and SARS case numbers; report delays or missing documentation.
• Assist with uploading documents and compiling tax packs, ensuring confidentiality and audit readiness.

Skills

MS Word

MS Excel

Outlook

Electronic filing systems

Education

Matric certificate

Job description

The Fiduciary Recruitment Group is seeking an administrative assistant to support the Deceased Estates Tax Administrator in Cape Town. You will manage electronic files, compile SARS documentation, and handle onboarding paperwork with accuracy and confidentiality.

Key duties include coordinating documents, processing eFiling requests, and maintaining trackers and audit-ready records. Training is provided, and strong MS Word/Excel skills are essential for success.