Senior Consultant: Individual, Trusts, Estates

BDO South Africa; Cape Town; On-site; ZAR 600 000 - 800 000; Full time

Job summary

A leading firm in tax consulting is seeking a Senior Consultant in Cape Town to manage individual, trusts, and estates tax matters. The role requires a deep understanding of South African tax law and involves assisting clients with tax issues, preparing and reviewing tax computations, and ensuring compliance with relevant regulations. The ideal candidate will also mentor junior staff and drive business development efforts. Strong research and client management skills are essential for this position.

Qualifications

• Experience in individual tax, trusts, and estates.
• Strong understanding of South African tax law.
• Ability to interpret complex tax regulations.

Responsibilities

• Assist with achieving financial targets.
• Ensure compliance with risk policies.
• Prepare and review income tax computations and returns.
• Manage client relationships and budgets.

Skills

Tax compliance

Research skills

Client relationship management

Budget management

Job description

Primary Purpose of the Job

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