Senior Tax Consultant: Individual, Trusts, Estates

BDO South Africa; Cape Town; On-site; ZAR 500,000 - 800,000; Full time

Job summary

BDO South Africa is seeking a Senior Consultant: Individual, Trusts, Estates within the Private Tax business unit. The role requires a Bachelor's Degree in Tax and at least 10 years of experience in individual, trusts, and estates. Key responsibilities include client relationship management, quality control of deliverables, and preparation of income tax computations. Strong knowledge of the Income Tax Act, time management skills, and the ability to work independently are essential for success in this position.

Qualifications

• Minimum of 10 years of experience in Individual, Trust, and Estates.
• Technically strong with provisions of Income Tax Act.
• Experience in managing client portfolios.

Responsibilities

• Assist BDO to achieve financial targets and brand development.
• Quality control of all deliverables.
• Manage client relationships and prepare budgets.

Skills

Excellent communication skills

Time management

Leadership skills

Relationship management

Education

Bachelor's Degree or Diploma in Tax

Postgraduate qualification in Tax or B. Com Hons

Tools

SARS eFiling

SARS contact centres

Job description

Primary Purpose Of The Job

BDO has a vacancy for a Senior Consultant: Individual, Trusts, Estates within the Private Tax business unit in the Tax Department. The incumbent will be reporting to the Head of Private Tax.

Main Duties And Responsibilities

• Assisting BDO to achieve its financial targets driving the BDO brand, business development, technical tax competence and client service in line with BDO values.
• Quality control of all deliverables and ensuring compliance with the BDO risk policies and procedures to meet statutory deadlines.
• Interpreting and applying theoretical knowledge to a practical business solution by utilising a sound knowledge of basic tax laws.
• Producing accurate work to a high technical standard.
• Gathering information from different sources by using effective research tools.
• Assisting with the research and preparation of proposals.
• Preparation of income tax computations.
• Preparing and/or reviewing income tax returns and supporting tax schedules.
• Preparing and/or reviewing provisional tax calculations.
• Preparing and/or reviewing objections and appeals.
• Assisting clients with tax issues, SARS audits and queries.
• Adapting to a changing work environment and accommodating changing client demands.
• Liaising with SARS.
• Managing and maintaining client relationships.
• Preparing and managing budgets, debtors and monthly invoices.
• Producing accurate work and client deliverables to a high technical standard while coaching and mentoring junior staff.

Qualifications & Recognition of Prior Learning

• Bachelors Degree or Diploma in Tax.
• Preferably postgraduate qualification in Tax or B. Com Hons.

Professional Designation

• SAIT

Work Experience

• Minimum of 10 years’ in Individual, Trust, and Estates experience.

Technical & Behavioural Competencies

• Technically strong with provisions of Income Tax Act and Tax Administration Act affecting personal tax, trust tax, estate duty and capital gains tax.
• Experienced and competent with SARS eFiling, SARS contact centres and SARS systems and procedures.
• Experienced and competent with management of client portfolios and time management.
• Excellent communication skills (including verbal and written).
• Able to work independently with minimal supervision while being task and client deliverables driven.
• Collaborative and able to adapt to working as part of a larger team.
• Focus on risk processes and procedures.
• Planning and organisational skills, leadership skills and negotiating skills.
• Assertive and pro‑active, able to deal with statutory deadline pressures.

BDO Core Competencies

• Relationships and Collaboration
• Exceptional Client Service
• Business Growth
• Engaging people
• Leadership
• Quality, Risk management and Operational performance