Trust & Tax Compliance Officer

SUMMARY:
Hillcrest - Our client is seeking an expert in trust and tax compliance, with a sharp eye for detail and a deep understanding of fiduciary regulations. If you thrive in a structured, high-accountability environment and enjoy providing expert guidance on trust structures and tax matters, this role is for you

POSITION INFO:
Our client is a well-established professional services firm with a strong reputation for excellence in auditing, accounting, and tax compliance.

This role is ideal for an experienced professional with a strong background in trust administration, tax compliance, and fiduciary services. The successful candidate will play a pivotal role in managing trust structures, regulatory submissions, and tax obligations, ensuring clients remain compliant with relevant legislation while optimizing their financial strategies.

Key Responsibilities:

• Trust Administration & Compliance
• Interpret and apply the Trust Property Control Act to ensure full compliance.
• Administer trusts and estates, maintaining accurate records and ensuring fiduciary duties are met.
• Ensure timely submission of trust-related documents and compliance with regulatory requirements.
• Tax Compliance & SARS Liaison
• Complete and submit ITR12T returns, ensuring accuracy in tax filings.
• Manage tax objections, appeals, and correspondence with SARS.
• Handle e-filing responsibilities, including IT3(T) tax submissions and provisional tax.
• Fiduciary & Estate Planning Advisory
• Provide expert advice on trust taxation, estate structuring, and tax compliance.
• Assist clients in estate planning strategies, ensuring tax efficiency.
• Stay updated on legislative changes affecting trusts and taxation.
• Client & Stakeholder Engagement
• Act as the liaison between clients, trustees, and regulatory bodies.
• Attend trustee and client meetings, maintaining accurate minutes and follow-ups
• Provide ongoing client education and advisory services on trust compliance.

Key Requirements:

• 5-10 years of experience in trust and tax compliance.
• Registered Tax Practitioner or Tax Technician (with own code).
• Strong knowledge of AFS, trust taxation, and compliance requirements.
• Relevant qualification in Law, Accounting, Tax, or Financial Planning.
• Experience in estate planning and exchange control (advantageous).
• Proficiency in MS Office Suite and tax software.
• Valid driver’s license and own transport required.
• Clean credit and criminal record.

Remuneration: