Deceased Estates Tax Administrator Assistant

SUMMARY:
JOB SPECIFICATION
Deceased Estates Tax Administrator Assistant
Entry-level | Deceased Estates Department

Position purpose

POSITION INFO:

Key responsibilities

• Open and maintain electronic estate files and capture new instructions, executor details, dates and outstanding items on approved systems.
• Draft and collate powers of attorney, mandates, client requests and SARS documentation for checking and signature by authorised persons.
• Request letters of executorship, death certificates, identification, proof of address, banking details and other onboarding documents; monitor missing or expiring documents.
• Assist with eFiling access requests, registered representative (RR) updates, estate coding and SARS appointment bookings under instruction; track OTP requirements and outcomes.
• Obtain and file IRP5s, IT3 certificates, medical aid and retirement annuity certificates, bank statements, investment schedules and asset valuations as requested.
• Maintain document trackers, appointment logs, SARS case numbers and written follow-ups; highlight delays or missing documents to the Administrator/management.
• Assist with uploading authorised documents and assembling tax packs; maintain confidential, accurately named and audit-ready digital records.

Minimum requirements and competencies

• Matric; confident Word, Excel, Outlook and electronic filing skills.
• Previous tax/deceased-estate experience is advantageous but not essential; training provided.
• Reliable communication, accuracy, organisation and confidentiality.

Key performance indicators

• New instructions captured and initial document requests issued within 1–2 business days of allocation.
• Correctly prepared mandates and complete supporting-document checklists, with limited rework.
• Trackers and follow-ups kept current; access obstacles and overdue items escalated promptly.
• No unauthorised tax return preparation, approval or final submission.

Reporting and authority