Deceased Estates Tax Profiler

SUMMARY:
Vacancy: Deceased Estates Tax Profiler
R15k to R20k dependent on experience and technical competence.
Table View

POSITION INFO:
Position purpose 
Analyse a deceased taxpayer’s existing SARS profile and historical compliance position and prepare a clear, 
evidence-based access report for management review and communication to the estate practitioner/client. 
Key responsibilities 
- Review the SARS profile when access is obtained: taxpayer registration details, tax types, RR status, estate 
coding, RAV01 information and available eFiling records. 
- Examine at least the previous three tax years where records are available, expanding the review when 
relevant issues or risks are identified. 
- Reconcile submitted and outstanding ITR12 returns, assessments (ITA34), statements of account, payments, 
refunds, penalties, interest and open SARS cases. 
- Identify whether existing PAYE and VAT registrations appear on the deceased individual’s profile; record 
outstanding periods and compliance status without assuming they are resolved. 
- Flag potential risks such as unexplained balances, repeated non-submission, outstanding verifications/audits, 
objections, bank verification and discrepancies requiring specialist review. 
- Prepare a standardised access report summarising each tax type, years reviewed, source documents, 
historical action, outstanding matters, recommended next steps and priority items. 
- Attach or link the supporting SARS extracts, clearly distinguish verified facts from missing information and 
refer uncertain tax/legal conclusions to management. 
- Update the access-report tracker, meet agreed service deadlines and hand over the reviewed report to 
management or the assigned Administrator; respond to clarification requests. 
Minimum requirements and competencies 
- Good SARS eFiling experience and ability to interpret returns, assessments, statements of account and 
compliance status. 
- Sound foundational understanding of individual tax, PAYE/VAT status checks and deceased-estate workflows. 
- Analytical writing, evidence-based reporting, spreadsheet proficiency and meticulous accuracy. 
Key performance indicators 
- Access reports completed within management-set turnaround times after full SARS access is available. 
- Every report identifies years checked, tax types, open items, action owners and documentary evidence. 
- Material risks escalated promptly and no unsupported conclusion presented as confirmed. 
- Role is primarily analysis and report preparation, not tax-return preparation, sign-off or filing. 
Reporting and authority 
Reports to Deceased Estates operational management and the Head of Deceased Estates Tax & Operations. 
Final job title to be confirmed. 
All duties are subject to SVV policies, applicable tax legislation, SARS procedures and delegated authority. 
Specific numeric production targets and service levels are set and reviewed by management.