Tax Compliance Officer

MGI Bass Gordon; Cape Town; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A leading tax consultancy firm in Cape Town is seeking an experienced tax professional to manage a diverse client portfolio and engage directly with Partners. The role involves handling various tax matters, completing tax returns for individuals and corporations, and interacting with clients. Candidates must have strong communication skills and be proficient with Microsoft Office applications. The salary range is R40 000 – R48 000 CTC per month.

Qualifications

• Be able to work as part of a highly successful team.
• Be able to prioritise work.
• Be accurate and confident in your work.

Responsibilities

• Manage Client portfolio and liaise directly with Partner.
• Completion of Client tax returns for various entities.
• Resolve queries from SARS and clients regarding tax matters.

Skills

Proficient in Word

Proficient in Excel

Proficient in PowerPoint

Good communication skills

Organizational skills

Job description

Overview

Are you an experienced tax professional looking to take the next step in your career? We are seeking a detail-oriented and motivated individual to join our team, where you will manage a diverse client portfolio and work directly with Partners. This role offers exposure to a wide range of tax matters – from individual and corporate returns to trusts, exempt institutions, and SARS compliance. If you thrive under pressure, enjoy client interaction, and are eager to grow within a collaborative environment, this opportunity is for you.

Duties and Responsibilities

Manage Client portfolio and liaise directly with Partner

Completion of Client tax returns in respect of the following:

• IT12(individual) – Requesting information, calculating and completing of individual clients tax returns including tax computations and schedules, meet with client and Partner
• IT12EI (Exempt institutions)
• IT12TR (Trusts)
• IT14 (Companies and CC’s)
• IT14SD (Supplementary Declaration)
• IT3D reconciliations for non-profit organisations
• IT3T reconciliations for Trusts
• Submission of supporting documents to SARS
• Calculation of IRP6 provisional tax returns in respect of the first, second and third periods. Payment letters sent to clients and

Submission of provisional returns to SARS

• Completion of IT56/DWT returns in respect of STC/DTW payable on dividends declared by companies including interest calculations
• Download, capturing and checking of assessments and preparation of letters
• Resolving queries from SARS and clients regarding all tax matters.
• Completion of IT144 returns in respect of donations made by clients
• Completion of application forms for registration in respect of Income Tax, VAT, PAYE, UIF, SDL and Workman’s Compensation, Customs and Exporters
• Meeting and liaising with clients regarding tax matters when necessary
• Application for Tax Clearance Certificates in respect of good standing, tenders, immigration and foreign investments
• Application for Tax Directives
• Following up on Tax Refunds and assessments not yet finalised by SARS
• Maintaining Tax Database i.e. data capturing, add /edit clients etc
• Checking new clients tax status when taking on
• Register new clients and maintain client data base on e-filing
• Notify SARS of deregistration, change of year ends, conversions and name changes
• Meeting with SARS tax practitioners unit to resolve client queries urgently
• Attending to EMP501 reconciliations and IRP5 / IT3(a) certificates including gathering & compiling payroll schedules
• Tax billings
• Requesting SARS print outs for audit purposes
• Send clients correspondence regarding tax deadlines
• Keep up to date with SARS amendments to the tax act
• Tax training to clerks, vac students and shadow workers, training of junior staff and completion of PR on work done
• Completion and submission of PAYE and VAT returns
• Checking of tax computations for companies and exempt intuitions
• Completing of tax exemption application forms with SARS and NPO registrations with The Department of Social Development
• Dealing with SARS monitoring office in respect of non-compliance issues with SARS
• Dealing with SARS’s Large Business Centre with regards to various queries
• Preparation of ADR’s, notice of objections, disputes to penalty assessments, notice of appeals in respect of Income tax, PAYE and VAT
• Calculation of Capital Gains including time apportionment methods
• Attending to taxpayers amnesty applications with SARS
• Completion of estates tax calculations and preparation of tax returns until DOD as well as Post DOD including the income tax registration for Post DOD. Attending to engagement letters and general power of attorneys required for tax work to be done.
• Completion of turnover tax returns
• Dealing with SARS collections department in respect of deferred arrangement applications and application for compromise
• Salary structure
• Analysis of PAYE, IT and VAT accounts and preparation of reconciliation thereof Activate suspension codes on VAT and PAYE accounts

Requirements

You should:

• Be proficient in Word, Excel, PowerPoint
• Have good communication and organisational skills
• Be able to work as part of a highly successful team
• Be able to prioritise work
• Be accurate and confident in your work
• Be able to handle pressure
• Be self-motivated
• Take initiative
• Take responsibility for work done
• Be realistic about the expected delivery time of work
• Be proactive in obtaining information from clients when needed
• Be enthusiastic and positive about your work
• Be cooperative towards clients and colleagues
• Be open to suggestions and constructive criticism

In line with MGI Bass Gordon’s employment equity and transformation objectives, preference may be given to suitably qualified candidates from the designated groups as defined in the Employment Equity Act. All suitably qualified candidates, however, are encouraged to apply.

Salary range for the role: R40 000 – R48 000 CTC per month.