Tax Compliance Officer

The Fiduciary Recruitment Group; Wes-Kaap; On-site; ZAR 420,000 - 620,000; Full time

Job summary

The Fiduciary Recruitment Group in Table View, South Africa, is seeking a Tax Practitioner – Deceased Estates to join our specialist tax division. You will handle the end-to-end tax compliance for deceased estates, preparing and submitting IT12 and IT12TR returns with accuracy and SARS correspondence.

You will work independently, apply technical knowledge of deceased estates, CGT and relevant Acts, and deliver audit-ready submissions within tight deadlines.

Qualifications

• Certificate or Diploma in Taxation.
• Registration or eligibility for SAIT/CIBA or equivalent body is essential.
• 3–5 years’ experience in tax compliance.
• Experience in deceased estates or fiduciary tax is essential.
• Experience with objections and appeals is advantageous.

Responsibilities

• Prepare, review and submit pre-death income tax returns (IT12).
• Prepare, review and submit post-death/estate tax returns (IT12TR).
• Review tax packs and ensure SARS compliance.
• Conduct final technical, legislative and accuracy checks.
• Submit returns via SARS eFiling and manage related correspondence.

Skills

CGT knowledge

SARS processes

Tax compliance

Risk identification

Education

Taxation Diploma/Certificate

SAIT/CIBA registration eligibility

Job description

The Fiduciary Recruitment Group | Full time

Tax Compliance Officer

Table View, South Africa | Posted on 09/25/2026

Are you an experienced tax professional with a strongunderstanding of deceased estates and fiduciary tax?

An exciting opportunity is available for aTax Practitioner – Deceased Estates to join a specialist tax division. Thisrole is ideal for a technically strong tax professional who is confidentworking independently and enjoys dealing with complex tax compliance matters.

THE ROLE

As a Tax Practitioner – Deceased Estates,you will be responsible for the preparation, review and submission of pre-deathand post-death income tax returns for deceased estates. You will work withminimal supervision and play an important role in ensuring accurate, compliantand audit-ready tax submissions.

KEYRESPONSIBILITIES

DeceasedEstates Tax Compliance

• Prepare, review and submitpre-death income tax returns (IT12).
• Prepare, review and submitpost-death/estate income tax returns (IT12TR).
• Review tax packs prepared bytax administrators.
• Conduct final technical,legislative and accuracy checks.
• Submit returns via SARS eFilingand manage related SARS correspondence.
• Ensure compliance with theIncome Tax Act and Tax Administration Act.
• Ensure statutory deadlines aremet and submissions are audit-ready.

TaxPack Review & Quality Control

• Review tax packs forlegislative correctness, mathematical accuracy and SARS compliance.
• Identify errors, omissions andinconsistencies.
• Escalate complex, high-risk ornon-standard matters.

CapitalGains Tax

• Prepare and review CGTcalculations relating to deceased estates.
• Apply Section 9HA and relevantEighth Schedule provisions.
• Ensure CGT disclosures arecomplete and defensible.

Objections,Appeals & SARS Dispute Resolution

• Prepare and submit SARSobjections and appeals relating to income tax assessments and estate-relatedtax matters.
• Draft supporting motivations inline with the Tax Administration Act.
• Monitor objection and appealdeadlines and outcomes.
• Escalate complex disputematters where necessary.

SARSAdministration

• Manage SARS eFiling matters forallocated estates.
• Respond to SARS verifications,audits and routine queries.
• Maintain complete SARS audittrails and supporting documentation.

FileManagement & Compliance

• Maintain accurate, orderly andaudit-ready estate files.
• Ensure appropriate documentnaming, version control and filing.
• Maintain internal trackers andworkflow systems.
• Comply with POPIA and internalpolicies.

Requirements

MINIMUMREQUIREMENTS

Qualifications

• Certificate or Diploma inTaxation.
• Registration or eligibility forregistration with SAIT, CIBA or an equivalent professional body is essential.

Experience

• 3–5 years’ experience in taxcompliance.
• Experience in deceased estatesor fiduciary tax is essential.
• Experience with objections andappeals is advantageous.

TECHNICALSKILLS

• Capital Gains Tax, includingdeath-related CGT
• Tax compliance and SARSprocesses
• Review and reconciliation
• Ability to identifylegislative, technical and compliance risks

THE IDEALCANDIDATE

• Analytical and detail-oriented.
• Comfortable workingindependently with minimal supervision.
• Strong critical thinker withsound professional judgement.
• Professionally confidence inwritten and verbal communication.
• Ethical, discreet andaccountable.
• Calm, organised and structuredwhen working under deadline pressure.

WHATSUCCESS LOOKS LIKE

• Accuracy and quality of taxreturns reviewed and submitted.
• Timely submission of returnsand dispute documentation.
• Effective management of SARSqueries and rework.
• Strong audit readiness.
• Consistent compliance withinternal standards.