Deceased Estates Tax Administrator

SUMMARY:

Position purpose

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