Senior Manager : Individuals, Trusts, Estates and Expatriate Compliance (JHB Illovo)

BDO South Africa; Johannesburg; On-site; ZAR 300,000 - 400,000; Full time

Job summary

A leading South African tax consultancy in Johannesburg seeks a Senior Manager for its Individual, Trusts, Estates, and Expatriate Compliance business unit. The ideal candidate will have a minimum of 10 years’ tax experience, including 3 years in management, and will be responsible for managing client relationships while ensuring compliance with tax laws. This role offers a dynamic work environment that values client service and business development.

Qualifications

• Member of South African Institute of Taxation (SAIT).
• Registered Tax Practitioner.
• Minimum of 10 years' tax experience.
• 3 years' managerial experience in an advisory environment.

Responsibilities

• Partner in key client relationships for tax support.
• Manage a portfolio of tax clients.
• Grow business opportunities with clients.
• Prepare and review income tax returns and provisional tax calculations.

Skills

Excellent communication skills

Leadership skills

Strong focus on risk processes

Ability to work independently

Negotiating skills

Planning and organizational skills

Strategic thinking

Education

B. Com

Postgraduate qualification in Tax or B. Com Hons

Job description

Overview

Job title : Senior Manager : Individuals, Trusts, Estates and Expatriate Compliance (JHB Illovo)

Job Location : Gauteng, Johannesburg
Deadline : September 29, 2025

BDO Johannesburg has a vacancy for a Senior Manager within the Individual, trusts, estates, and expatriate compliance business unit - Tax Department. Reporting to the leadership of the business unit. Functions may include

Responsibilities

• Partner in key client relationships to provide advice and support the client in their employees’ tax function.
• Managing a portfolio of clients including understanding the client expectations.
• Assisting BDO to achieve its financial targets driving the BDO brand, business development, tax competence and client service in line with BDO values.
• Grow and develop new business opportunities – focusing on identifying opportunities for other business units.
• Interpreting and applying theoretical knowledge to a practical business solution by utilizing a sound knowledge of basic income tax law.
• Assisting with the research and preparation of proposals
• Gathering information from various sources by using effective research tools
• Drafting technically correct opinions and reports for review and providing tax opinions and advice to clients.
• 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.
• Visiting clients to discuss tax issues and assist clients with SARS audit and queries.
• Present technical training topics.
• Liaising with SARS.
• Adapting to a changing work environment and accommodate changing client demands.
• Producing accurate work to a high technical standard while coaching and mentoring junior staff.
• Performance management of allocated staff.
• Quality control of all deliverables and ensuring compliance with the BDO risk policies and procedures to ensure meeting of statutory deadlines.
• Financial discipline, manage staff as well as WIP, monthly invoices and outstanding debtors.

Qualifications and Experience

Qualifications :

• Minimum B. Com.
• Preferably post graduate qualification in Tax or B. Com Hons.

Experience :

• Member of South African Institute of Taxation (SAIT)
• Registered Tax Practitioner
• Minimum of 10 years’ tax experience
• 3 years’ managerial experience in an advisory environment

Competencies

• Excellent communication skills (including verbal and written)
• Ability to work independently with minimal supervision
• Strong focus of risk processes and procedures
• Technical competency
• Planning and organizational skills
• Leadership skills
• Negotiating skills
• Strategic thinking
• Well versed in all facets of general tax compliance (systems, e-filing, SARS liaison, deadline management)
• Must have good knowledge of South African Income Tax
• Need to be assertive and pro-active
• Task driven
• Team player