Cape Town: Tax Administrator Database posted by Pro Tem

About the Role

As a Junior Tax Administrator, you will provide office support to the Tax department through various administration functions. This position is key to ensuring that the tax administration function runs smoothly and efficiently within our organisation.

Key Responsibilities

• Downloading of income tax assessment data on GreatSoft
• Client record maintenance in respect of tax clients:
• Client personal details (e.g., name, identification number)
• Provisional tax status
• Dormancy status
• Taxation addresses
• Tax Contacts
• Capturing of historic income tax data in respect of new clients (e.g., last income tax return submitted and assessed)
• Preparation and Dispatch of Assessment- and Provisional Tax Letters to Clients:
• Maintenance of standard mail merge cover letters on GreatSoft
• Preparation of standard cover letters in respect of income tax due on assessment and the 1st and 2nd provisional tax estimates
• Dispatch of signed provisional and income tax letters to taxpayers via post/e-mail
• Confirming receipt of the income- and provisional tax correspondence with the client
• Other Registered Detail Changes (Verification required at SARS Branch)
• Requesting relevant material from the client in respect of registered detail changes that are required to be verified at a branch
• Assisting Public Officers with conversions from close corporation to companies which need to be updated at a SARS branch by the Public Officer
• Obtaining the Formation documents of entities from the Company Secretarial Department
• Department to facilitate the change of registered details in respect of:
• Appointment of Public Officers or Representative Taxpayers
• Residential or business address
• Client Take-ons
• Assistance with the completion of initial take-on form in respect of individuals on special request from a Partner or Manager of the Tax Department (e.g., where the take on is urgent)
• Registration of new clients for income tax with SARS if they have not previously been registered
• Obtaining copies of the latest assessments and statement of accounts for new clients which were previously registered for income tax to determine:
• The provisional tax status
• The latest income tax return submitted
• If any income tax returns are outstanding
• Capturing of new tax clients records on GreatSoft from information obtained from the take-on form, latest assessment and statement of account
• Registration of new tax clients on the Firms eFiling profile, or the completion of a taxpayer move requests if the clients’ tax types are held by another user (e.g., taxpayer or previous tax practitioner)
• Updating the postal address for tax purposes to the Firms address via the RAV01 on SARS eFiling
• Updating the client take-on register with the new clients’ details
• Capturing of the final income- and provisional tax return data on GreatSoft
• Preparation of a letter to resigning clients regarding access to their returns history which can be accessed via the transfer of their eFiling tax rights from the Firms
• Assisting with transfer requests received from clients
• Deselecting the client for the tax function on GreatSoft
• Deletion of deregistered client from eFiling profile upon deregistration with SARS (Refer to 7.2)
• Updating the deletion register with the relevant information of the deleted/resigned/deregistered client

Requirements

• Minimal tertiary qualification in administration or relevant field is preferable
• At least 1 – 2 years experience in a tax administration related role would be beneficial
• Computer literacy in Microsoft Office essentials
• Attention to detail
• Able to work independently of supervision and be proactive in all areas of the role
• Outstanding organisational skills
• Able to manage work deadlines
• Ability to work under pressure
• Good communication skills, verbal and written
• Approachable and well presented

Salary & Benefits

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How to Apply

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