Estate Tax Specialist - Deceased Estates

The Fiduciary Recruitment Group; Cape Town; On-site; ZAR 300,000 - 460,000; Full time

Job summary

The Fiduciary Recruitment Group seeks an experienced Deceased Estates Tax Administrator to manage allocated tax matters from onboarding to submission of pre-death, date-of-death and Estate Late tax returns. You will coordinate with executors, prepare ITR12 returns and CGT schedules, and ensure SARS compliance from onboarding through to final review.

Based in Table View, Western Cape, South Africa, the role requires strong case management, attention to detail, and thorough knowledge of SA tax

Qualifications

• Practical experience with South African income tax and eFiling, with ability to prepare ITR12 returns.
• Working knowledge of deceased-estate taxation, CGT upon death, Section 9HA, pre- and post-death taxation, and SARS procedures.
• Strong case management, document analysis, written communication and attention to detail.

Responsibilities

• Establish SARS eFiling access and determine RR and estate coding requirements; review RAV01 information, income tax statements of account, recent tax returns, existing PAYE/VAT registrations and any non-compliance.
• Identify outstanding tax returns and request supporting documentation, including employment, investment, rental, business/sole-trader income, expenses, retirement and medical aid information.
• Prepare pre-death ITR12 returns, supporting tax computations and schedules covering interest, rental and other applicable income.
• Prepare date-of-death calculations and Capital Gains Tax (CGT) schedules, including valuations, base costs, deemed disposals under Section 9HA and applicable Eighth Schedule relief, referring uncertain tax treatments for technical review.
• Identify and assist with Estate Late registration where required; prepare post-death income, deduction and asset-disposal calculations and the associated tax returns.
• Compile complete, indexed tax packs, perform preparer self-checks and allocate packs to the designated quality control, review and submission functions; address review queries promptly.
• Monitor SARS correspondence, verifications, audits, tax directives, assessments, bank-detail issues and Deceased Estate Clearance (DEC) requirements as allocated; coordinate follow-ups and escalations.
• Maintain accurate estate statuses, supporting evidence, client and executor communication, and workflow trackers; promptly inform management of cash shortfalls, outstanding Liquidation and Distribution (L&D) accounts, missing documentation and deadlines.
• Practical experience with South African income tax and eFiling, with the ability to prepare ITR12 returns and supporting tax schedules.
• Working knowledge of deceased-estate taxation, CGT upon death, Section 9HA, pre- and post-death taxation, and SARS procedures.
• Strong case management skills, document analysis, written communication, and attention to detail.

Job description

The Fiduciary Recruitment Group seeks an experienced Deceased Estates Tax Administrator to manage allocated tax matters from onboarding to submission of pre-death, date-of-death and Estate Late tax returns. You will coordinate with executors, prepare ITR12 returns and CGT schedules, and ensure SARS compliance from onboarding through to final review.

Based in Table View, Western Cape, South Africa, the role requires strong case management, attention to detail, and thorough knowledge of SA tax