Tax Compliance Officer

Measured Ability; Oos-Kaap; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services firm in South Africa, Oos-Kaap, is seeking a Tax Consultant with at least 3 years of experience. The role involves generating and submitting Provisional and Income Tax returns while ensuring compliance with deadlines and regulatory requirements. Proficiency in GreatSoft and accountancy fundamentals is essential. The firm offers competitive, market-related salaries and a supportive work environment.

Qualifications

• Matric with accountancy qualifications.
• Minimum 3 years experience in a similar role.
• Familiarity with Income Tax return processes.

Responsibilities

• Generate Provisional Tax Return list from GreatSoft.
• Assist with calculation of provisional tax estimates.
• Complete and submit Income Tax returns on time.

Skills

Matric with accountancy

3 years experience in similar role

Completion of Income Tax returns

Microsoft Office

Tax Planner

Professional Series (Accfin)

Tools

GreatSoft

eDocs

Job description

Requirements:

• Matric with accountancy.
• Minimum of 3 years experience in a similar role.
• Experience in completion of Income Tax returns.
• Microsoft Office and / or Open Office and / or Lotus.
• Tax Planner.
• Professional Series (Accfin).

Responsibilities:

• Generation of Provisional Tax Return list from GreatSoft for Designated clients.
• Assist with the calculation of provisional tax estimates, where required.
• Upon finalization of all lists, ensure provisional tax letters are generated via eDocs and sent to the client.
• Submission of all Provisional Tax Returns via GreatSoft – upon receipt of signed letter. Ensure all provisional tax deadlines are met.
• Complete Income Tax returns, based on financial statements generated by the Audit and Bookkeeping Departments.
• Complete Income Tax Returns, based on the necessary information obtained from clients, other than those for which financial statements have been prepared by the Audit and Bookkeeping Department.
• Attach all necessary documentary proof to the completed Income Tax returns, to terminate unnecessary queries and revised assessments from SARS.
• Complete Tax returns, forward to PAs to arrange for clients’ signatures, and lodge returns with SARS within the shortest possible turnaround time, all other constraints considered, to ensure that submission deadlines are met.
• Deal with queries from SARS relating to Income Tax returns completed, at the discretion of the relevant director.
• Monitor the submission of returns for the relevant director(s) ensuring that returns that can be submitted are submitted timeously.
• Application to SARS for registration of clients on eFiling, where required.
• Drafting of statements of assets and liabilities, capital reconciliations, and tax computations.
• Calculating third and additional top-up payments when required.
• Ensuring finalization of all verifications or audits.
• Follow-up on all payments and refunds due by / to designated clients on a list.
• Ensure all payments and refund letters are sent to clients timeously via GreatSoft.
• Checking Assessments against original and correct tax calculations to identify differences.
• Informing the Tax Manager of any differences for possible objections.
• Additional assessments to be identified and communicated to the Tax Manager to request reasons and possibly object.
• Controlling general administration of key duties and responsibilities and ensuring all required functions are adhered to with relation to eFiling, GreatSoft, and eDocs.
• Performing any other tasks, which may be reasonably expected.
• Requesting SARS to remit various penalties for various entities and tax types.
• Application for various tax directives.
• Compliance with the firm’s System of Quality Management (SOQM), policies and procedures.
• Compliance with the firm’s Employee Code of Conduct which consists of the firm’s HR policies, SAICA, IRBA, and IESBA Codes of Conduct.

Salary: Market-related.