ROLE PURPOSE

Manage allocated deceased-estate tax matters from onboarding through to the preparation of accurate pre-death, date-of-death and Estate Late tax returns, together with supporting tax packs for independent review and submission.

KEY RESPONSIBILITIES

• Establish SARS eFiling access and determine RR and estate coding requirements; review RAV01 information, income tax statements of account, recent tax returns, existing PAYE/VAT registrations and any non-compliance.
  
• Identify outstanding tax returns and request supporting documentation, including employment, investment, rental, business/sole-trader income, expenses, retirement and medical aid information.
  
• Prepare pre-death ITR12 returns, supporting tax computations and schedules covering interest, rental and other applicable income.
  
• Prepare date-of-death calculations and Capital Gains Tax (CGT) schedules, including valuations, base costs, deemed disposals under Section 9HA and applicable Eighth Schedule relief, referring uncertain tax treatments for technical review.
  
• Identify and assist with Estate Late registration where required; prepare post-death income, deduction and asset-disposal calculations and the associated tax returns.
  
• Compile complete, indexed tax packs, perform preparer self-checks and allocate packs to the designated quality control, review and submission functions; address review queries promptly.
  
• Monitor SARS correspondence, verifications, audits, tax directives, assessments, bank-detail issues and Deceased Estate Clearance (DEC) requirements as allocated; coordinate follow-ups and escalations.
  
• Maintain accurate estate statuses, supporting evidence, client and executor communication, and workflow trackers; promptly inform management of cash shortfalls, outstanding Liquidation and Distribution (L&D) accounts, missing documentation and deadlines.
  

Benefits

Minimum Requirements

• Practical experience with South African income tax and eFiling, with the ability to prepare ITR12 returns and supporting tax schedules.
  
• Working knowledge of deceased-estate taxation, CGT upon death, Section 9HA, pre- and post-death taxation, and SARS procedures.
  
• Strong case management skills, document analysis, written communication, and attention to detail.
  

Key performance indicators

•             Meet management-set targets for tax-pack preparation and QC allocation volumes, monitoring progress daily.

•             Ensure tax packs are complete and technically supported at first review, with review corrections addressed within 48 hours where practicable.

•             Maintain accurate, up-to-date status reports and escalate blockers, ageing matters and SARS deadlines in writing and on time.

•             Do not perform final submissions in this role; all submissions must follow the authorised technical review and approval process.

If you have the relevant experience and qualifications, we would love to receive your CV. Please send your cv to stef@thefrg.co.za and cc monique@thefrg.co.za with “DA Tax Administrator” in the subject

Phone the office on 021 553 5000 should you have any additional questions.