Fedgroup is looking for a dedicated and detail-driven Tax Practitioner to support the day-to-day administration and compliance processes of our trust tax division. This role is ideal for someone who is figures-orientated, highly organised, and enjoys working through tasks independently and thoroughly.
Key Responsibilities
- Assist with preparing and submitting trust tax returns (IT12T) via SARS eFiling - eFiling knowledge is essential
- Finalise figures once investment tax certificates are released in June, ensuring accuracy and completeness
- Support the registration of new trusts with SARS, including gathering supporting documentation, ensuring accuracy, and coordinating signatures with the relevant signatory
- Maintain and organise documentation for SARS correspondence and compliance
- Track and follow up on outstanding submissions and SARS feedback
- Support provisional tax calculations and assist with relevant submissions
- Assist with ad hoc tax administrative support as required
Qualifications and Experience
- Must be a registered Tax Practitioner
- Must have experience working with deceased estates
- Must have experience with trust tax administration
- National Diploma or Certificate in Tax, Accounting, or related field
- 2-4 years' experience in tax administration or SARS processes
- Proven experience using SARS eFiling
- A basic understanding of trust taxation and related documentation processes will be advantageous
- Strong administrative and numerical skills
Key Competencies
- Attention to Detail: Accuracy in gathering, reviewing, and managing documents is critical
- Figures Orientated: Comfortable working with numbers and finalising financial figures
- High Work Ethic: Willing to take ownership and see tasks through with minimal oversight
- Task-Focused: Able to put their head down and complete detailed work efficiently
- Accountability: Manages workload responsibly and meets deadlines consistently
- Discretion: Handles confidential information with integrity
- Adaptability: Able to support various tax-related functions in a busy environment