Overview
Senior Consultant: Individual, Trusts, Estates Jobs in Cape Town at BDO South Africa
Primary Purpose of the Job
BDO has a vacancy for a Senior Consultant: Individual, Trusts, Estates within the Corporate Tax business unit in the Tax Department. The incumbent will be reporting to the Head of Corporate Tax.
Main Duties and responsibilities
Assisting BDO to achieve its financial targets driving the BDO brand, business development, technical tax competence and client service in line with BDO values.
Quality control of all deliverables and ensuring compliance with the BDO risk policies and procedures to ensure meeting of statutory deadlines.
Interpreting and applying theoretical knowledge to a practical business solution by utilising a sound knowledge of basic tax laws.
Producing accurate work to a high technical standard.
Gathering information from different sources by using effective research tools.
Assisting with the research and preparation of proposals.
Preparation of income tax computations.
Preparing and/or reviewing income tax returns and supporting tax schedules.
Preparing and/or reviewing provisional tax calculations.
Preparing and/or reviewing objections and appeals.
Assisting clients with tax issues, SARS audits and queries
Adapting to a changing work environment and accommodate changing client demands.
Liaising with SARS.
Managing and maintaining client relationships.
Preparing and managing budgets, debtors and monthly invoices.
Producing accurate work and client deliverables to a high technical standard while coaching and mentoring junior staff.
Qualifications, Recognition of Prior Learning, Work Experience, and Knowledge
Qualifications/Recognition of Prior Learning equivalent
Bachelors Degree or Diploma in Tax.
Preferably post graduate qualification in Tax or B. Com Hons.
Professional designation
SAIT
Work Experience
Minimum of 8 to 10 years’ Individual, Trust and Estates experience
Competencies: Technical & Behavioural
Technical Competencies and Behavioural
Technically strong with provisions of Income Tax Act and Tax Administration Act affecting personal tax, trust tax and estate duty, including capital gains tax.
Experienced and competent with SARS eFiling, SARS contact centres and SARS systems and procedures.
Experienced and competent with management of client portfolios and time management.
Excellent communication skills (including verbal and written)
Able to work independently with minimal supervision while being task and client deliverables driven.
Collaborative and able to adapt to working as part of a larger team.
Focus of risk processes and procedures.
Planning and organisational skills, leadership skills and negotiating skills.
Need to be assertive and pro-active and able to deal with statutory deadline pressures.
BDO Core Competencies
Relationships and Collaboration
Exceptional Client Service
Business Growth
Engaging people
Leadership
Quality, Risk management and Operational performance
Title: Senior Consultant: Individual, Trusts, Estates
Company: BDO South Africa
Location: Cape Town
