Tax Compliance Officer

Minimum Academic Qualifications:

• Matric certificate with Accountancy as a subject
• Minimum of 3 years of relevant experience in a similar tax compliance role

Skills, Competencies, and Experience Required:

Technical Skills:

• Strong knowledge of South African Income Tax legislation and requirements
• Proven ability to accurately and efficiently complete income tax returns
• Proficient in organising daily tasks and managing time effectively
• Strong planning, administrative, and reporting capabilities
• Ability to consistently meet deadlines
• Client-focused with excellent internal and external customer service skills
• Analytical and proactive problem-solving abilities
• Collaborative team player

Experience:

• Solid experience in completing individual and company income tax returns
• Practical exposure to SARS processes and documentation

Key Competencies:

• High level of numerical accuracy
• Excellent verbal and written communication skills

Computer Literacy & Software Proficiency:

• Microsoft Office Suite (or equivalent such as Open Office or Lotus)
• Tax Planner
• Professional Series (Accfin)

Key Duties & Responsibilities:

• Generate provisional tax return lists from GreatSoft for designated clients
• Distribute lists to relevant directors in advance for review and annotations
• Assist in calculating provisional tax estimates, as needed
• Finalise and generate provisional tax letters via eDocs and send them to clients
• Submit all provisional tax returns via GreatSoft upon receipt of signed documentation
• Prepare income tax returns based on financial statements from Audit and Bookkeeping departments
• Prepare income tax returns based on client-provided information (where financials are not prepared internally)
• Attach all required supporting documents to tax returns to reduce queries and reassessments from SARS
• Ensure timely lodgement of tax returns with SARS following client signature collection
• Address SARS queries related to submitted tax returns in consultation with relevant directors
• Monitor submission timelines and ensure returns are submitted promptly
• Apply for SARS eFiling registrations for clients when required
• Draft statements of assets and liabilities, capital reconciliations, and tax computations
• Calculate third and additional top-up tax payments as needed
• Oversee finalisation of verifications and audits
• Follow up on all payments and refunds for designated clients
• Ensure timely communication of payments and refund confirmations to clients via GreatSoft
• Reconcile SARS assessments with internal tax calculations, and escalate discrepancies to the Tax Manager
• Identify additional assessments and advise the Tax Manager for potential objections or motivations
• Maintain accurate and compliant administration in line with eFiling, GreatSoft, and eDocs systems
• Prepare and submit penalty remittance requests to SARS across various tax types
• Submit applications for tax directives as necessary
• Ensure compliance with the firm’s System of Quality Management (SOQM), internal policies, and procedures
• Adhere to the firm’s Employee Code of Conduct and the professional standards of SAICA, IRBA, and IESBA