Trust Tax Consultant

Tax Consulting South Africa; George; On-site; ZAR 300,000 - 600,000; Full time

Job summary

A financial services firm is looking for a Trust Tax Consultant in George to prepare trust accounting and tax reporting. The candidate should have a BCom degree and at least 3 years of experience in the trust/tax sector, alongside strong skills in trust compliance and financial analysis. Proficiency in accounting software and Excel, along with excellent communication skills, are essential for success in this dynamic role.

Qualifications

• 3 years of experience in a Trust/Tax environment.
• Knowledge of trust tax compliance and trust structures.
• Experience in preparing trust administration statements.

Responsibilities

• Prepare trust financial statements and trust tax computations.
• Engage with various brands providing financial insights.
• Ensure compliance with tax regulations and standards.

Skills

Trust Accounting

Tax Reporting

Problem-Solving

Communication Skills

Organizational Skills

Education

3-year Degree, BCom or related qualification

Tools

Accounting Software

Excel

Job description

Vacancy: Trust Tax Consultant

Location: George / Bryanston

Trust Tax Consultant

Tax Consulting is seeking an accomplished professional with at least 3 years of experience in trust accounting and tax reporting to join our team. The ideal candidate will specialise in preparing trust administration statements and trust tax computations, with strong knowledge in trust tax compliance and trust structures.

This is an opportunity for a forward-thinking individual who thrives in dynamic environments, brings fresh ideas to the table, and is ready to make an impact from day one. At Tax Consulting, you will engage with multiple brands and provide critical financial insights to drive growth.

The ideal candidate will:

• Hold a 3-year Degree, BCom or related qualification.
• 3 year's Experience in a Trust / Tax industry
• Specialise in trust accounting, tax reporting, and trust administration, including drafting trust financial statements, preparing S7(C) calculations, and Trust Distribution and Attribution Schedules.
• Be knowledgeable in the Trust Property Control Act, trust deed and will interpretation, and trust tax matters.
• Have a strong understanding of SARS Third-Party Data Reporting for trusts, including IT3(t), IT3(d), FATCA, and CRS compliance.
• Possess strong organisational and problem-solving skills.
• Be proficient with accounting software and Excel, with a solid technical grasp of trust-related financial matters.
• Have excellent communication skills for collaborating across teams.
• Be able to handle pressure with emotional resilience and adaptability.
• Have a strategic mindset and the ability to elevate client offerings through trust expertise.