Job Summary
The Tax Compliance Supervisor is responsible for overseeing the end-to-end tax compliance process for a portfolio of individual, corporate, and trust clients. The role ensures the accurate and timely submission of tax returns, manages SARS correspondence, and supports the Associate: Tax with workflow management, quality control, and staff supervision.
This position combines hands-on tax compliance expertise with leadership, coaching, and process optimisation responsibilities.
Key Responsibilities
A. Tax Compliance Management
- Oversee the preparation, review, and submission of income tax returns (IT12, ITR14, IT12TR, etc.) for individuals, companies, and trusts.
- Ensure all returns are submitted accurately and within SARS deadlines.
- Review tax computations and supporting schedules prepared by compliance officers.
- Monitor eFiling and GreatSoft/Xero Tax dashboards daily for outstanding submissions, verifications, and correspondence.
- Manage SARS queries, verifications, and audits, including collating supporting documents and responding to SARS requests.
B. Workflow & Team Supervision
- Supervise a team of two Tax Compliance Officers, allocating work, setting priorities, and monitoring turnaround times.
- Conduct daily check-ins and weekly planning sessions with team members.
- Review work before submission to the Associate: Tax to ensure accuracy and adherence to internal quality standards.
- Maintain and update the tax compliance tracker and billing sheets.
- Ensure all tasks are recorded in Xero Practice Manager (XPM) and aligned with monthly KPIs.
C. Client Communication & Support
- Serve as a point of contact for client compliance queries, ensuring timely and professional communication.
- Liaise with internal departments (Accounting, Secretarial, Audit) to align data and resolve discrepancies.
- Maintain up-to-date client tax profiles and ensure changes are captured in the client master list.
D. Process Improvement & Automation
- Identify and implement process efficiencies, including the use of digital forms, Power Automate flows, or standardised templates.
- Support the Tax Associate in developing automation (“robot”) for recurring tasks such as verifications or statement downloads.
- Ensure all tax documents are stored correctly in SharePoint under the correct client folders.
E. Reporting & Quality Assurance
- Prepare monthly compliance status reports for the Associate: Tax (submissions, refunds, verifications).
- Ensure SARS correspondence is responded to within 5 working days.
- Assist with the tax year-end review, annual filing season planning, and SARS submission tracking.
A. Qualifications
- Minimum: Diploma or Degree in Taxation / Accounting / Finance.
- Preferred: Registered Tax Practitioner (SAIT) or eligible for registration.
- Advanced knowledge of SARS eFiling, GreatSoft Tax, or similar tax systems.
B. Experience
- 3–5 years’ experience as a Tax Compliance Officer in a professional services firm.
- Demonstrated ability to manage a personal client portfolio.
- Supervisory or review experience advantageous.
C. Skills and Competencies
- Strong technical understanding of South African tax legislation.
- Excellent attention to detail and analytical ability.
- Effective time management and multitasking skills.
- Proficiency in Excel, GreatSoft, Xero Tax, and Microsoft 365 tools.
- Strong written and verbal communication (Afrikaans and English).
- Ability to coach and mentor junior staff.
- Positive, proactive, and solutions-driven mindset.
D. Personal Attributes
- Integrity and accountability.
- Calm under pressure and deadline-driven.
Important:
If you do not hear from us within 14 days, please consider your application for this role unsuccessful. By submitting your application for this position, you consent to the retention of your personal information in our database for future employment opportunities. You also grant permission for your details to be reviewed by third parties solely for recruitment and employment purposes. Additionally, you confirm that all information provided is accurate and truthful.