SUMMARY:
Responsible for providing a tax compliance service to individual, trust, estate & company portfolio. POSITION INFO:
KEY RESPONSIBILITIES
Responsible for providing a tax compliance service to individual, trust, estate and company portfolio
clients of Sanlam Private Wealth. The role is key to securing and retaining the managed share
portfolios of the Portfolio Management team. WHAT WILL YOU DO?
Accurately compute, complete and submit provisional tax returns Arrange provisional tax payments Accurately compute, complete and submit annual tax returns Accurately compute, complete and submit annual tax returns for deceased estates Arrange assessed tax payments
Check income tax assessments
Submit supporting documents
Lodge objections
Correspond with clients and SARS
Resolve client and SARS queries within the legislated timeframes
Obtain tax clearances
Attend to cessation of tax residency matte...