Deceased Estates Tax Administrator

SUMMARY:

Position purpose

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

POSITION INFO:
Key responsibilities Establish SARS eFiling access and RR/estate coding requirements; review RAV01, income tax statements of account, recent returns and any existing PAYE/VAT registrations or non-compliance. Assess missing returns and request supporting records, including employment, investments, rental, business/sole-trader income, expenses, retirement and medical aid information. Prepare pre-death ITR12 returns and supporting tax computations and schedules, including interest, rental and other applicable income. Prepare date-of-death calculations and CGT schedules, including valuations, base costs, deemed disposals under section 9HA and applicable Eighth Schedule relief, referring uncertain treatment for technical review. Identify and assist with Estate Late registration where required; prepare post-death income, deductions and asset-disposal calculations and returns. Compile complete, indexed tax packs, complete preparer self-checks and allocate packs to the designated QC/review and submissions functions; correct review queries promptly. Track SARS correspondence, verifications, audits, tax directives, assessments, bank-detail issues and DEC requirements as allocated; coordinate follow-ups and escalations. Keep estate status, evidence, client/EP communication and workflow trackers accurate; advise management promptly of cash shortfalls, outstanding L&D accounts, missing documents and deadlines. Minimum requirements and competencies Practical South African income tax/eFiling experience and ability to prepare ITR12 returns and tax schedules. Working understanding of deceased-estate tax, CGT at death, section 9HA, pre-/post-death taxation and SARS processes. Strong file ownership, document analysis, written communication and attention to detail. 3+ Years Experience in the same field. Key performance indicators Target tax-pack preparation and QC allocation volumes set by management; monitor progress daily. Packs complete and technically supported on first review; review corrections actioned within 48 hours where practicable. Accurate, current status reports and timely written escalation of blockers, aging matters and SARS deadlines. No final submission by this role; submission follows the authorised technical review/approval process. Reporting and authority Reports to Deceased Estates operational management and the Head of Deceased Estates Tax & Operations.