Somerset West: Tax Administrator posted by Sagen Advisory

Are you a highly organised and detail-oriented Tax Administrator with a proven track record? Sagen Advisory Recruitment Company is recruiting on behalf of our esteemed client, a well-established firm of Chartered Accountants and Registered Auditors. This is an excellent opportunity to advance your career in Somerset West, managing crucial tax processes and client relationships within a collaborative and supportive team.

Job Title: Tax Administrator

Location: Somerset West, Western Cape, South Africa

Position in the Organisation:

The Tax Administrator will report directly to the Managing Director.

Job Specification:

• Primary purpose of the job: The purpose of the Tax Administrator position is to process provisional tax for all clients on Greatsoft and Efiling, act as primary contact for communication with SARS and clients regarding all tax-related matters, manage an E-filing profile for the tax practice, and manage the registration of clients for Income Tax, VAT, PAYE, UIF, SDL, and WCA.
• Person Specification:
  • Minimum Qualifications: Relevant diploma/degree, or extensive in-practice experience in tax administration.
  • Experience: 5 years of experience in a similar role. Previous experience in provisional tax administration is essential.
  • Software Experience: Greatsoft or Caseware, SARS Efiling, Excel.
  • Competencies (Key Behaviour Area): Highly organised, attention to detail, must be able to prioritise, must have good knowledge of provisional tax administration.

Principal Duties and Responsibilities:

• E-filing:
  • Administer user profiles: register new users and delete resigned users.
  • Maintain a record of all passwords and login names for directors.
  • Administer client profiles: register new clients and manage profile transfers.
  • Update E-filing address details with the firm’s address.
  • Submit verification documents and activations to SARS as required.
  • Update client information (e.g., address, email address) when necessary.
  • Update tax representative on E-Filing when needed.
• Tax Clearance Applications:
  • Apply for Tax Clearance Certificates, letters of good standing, tenders, and foreign investments.
  • Verify client accounts for compliance.
  • Handle queries regarding tax clearance applications, escalating as necessary.
  • Merge and update VAT & PAYE profiles.
  • Submit all relevant documents to SARS.
• E-filing Queries:
  • Address E-filing queries from employees and clients promptly.
• E-Filing Registrations:
  • Register clients for new tax types (e.g., Income Tax, PAYE, VAT) and update systems.
• Income Tax (IT) submissions:
  • Submit all income tax returns (ITR12, ITR14, IT12EI, ITR12T, ITR14SD) on Greatsoft and EFiling.
  • Draw assessments and account statements.
  • Submit verification documents to SARS.
  • Cross-reference SARS correspondence with internal records and calculations.
  • Scan and save income IT and tax summaries in client folders.
  • Verify correct IT Return updates on Greatsoft.
  • Process and upload assessments, account statements, and SARS correspondence.
  • Upload supporting documentation on E-filing when requested.
  • Communicate IT return status (verification, zero return, payment/credit) to clients.
  • Manage and follow up on IT returns selected for verification until finalised.
  • Track and follow up on SARS refunds until paid to clients.
  • Liaise with SARS on delays and keep clients informed.
  • Coordinate bank detail verification appointments with SARS if required.
  • Manage discrepancies or queries from SARS, collaborating with relevant team members.
  • Ensure proper filing of IT documentation upon resolution.
• Objections/Disputes/Appeals:
  • Follow Standard Operating Procedures for all objections, disputes, and appeals.
  • Obtain director approval for lodging disputes and submit to SARS via appropriate channels.
  • Scan and save all dispute-related documents in client folders.
  • Diarise and follow up on disputes until a SARS response is received.
  • Inform clients of objection outcomes; collaborate with directors on further appeals if needed.
  • Finalise documentation and inform clients upon resolution.
• Tax Exemption Unit Registration (PBO):
  • Complete all necessary forms and request client documentation.
  • Submit documents to SARS, follow up on registration, and inform clients upon completion.
  • Process fees and update Greatsoft and E-filing.
• SARS Queries:
  • Assessment Penalties: Review SARS statements, identify incomplete returns, communicate to directors, complete returns, request penalty remission, and inform clients of SARS’ decision.
  • Final Reminders: Forward SARS communication to relevant employees/clients. Arrange payment terms with SARS if instructed.
• Change in status and registration details:
  • General changes: Process client status and registration detail changes (e.g., year ends, name changes) as requested, notifying SARS and updating E-filing and Greatsoft.
  • Directives (IRP3): Annually apply for tax directives, ensuring documentation and calculations are complete.
• SARS appointments:
  • Arrange and attend SARS appointments for employees and/or clients.
• Internal administration for new and resigned clients:
  • New Clients: Scan and save initial documents, update Greatsoft with comprehensive client details, complete take-on processes, and provide details to colleagues.
  • Terminate Clients: Update client information across all systems and facilitate E-filing profile transfers to new accountants.
• Provisional Tax:
  • Generate Greatsoft reports for directors to prepare returns.
  • Request, amend, and submit IRP6 returns and related letters to clients.
  • Follow up on client payments and input into Greatsoft.
  • Save all documents on the server and CDM.
  • Process any amendments throughout the year.
  • Draft SARS letters for fines, interest, and payment allocations.
• Declaration of Dividends:
  • Register clients for dividend withholding tax (DWT) on E-filing and await activation.
  • Send resolution letters to clients.
  • Complete and verify forms on E-filing, cross-referencing with secretarial documentation.
  • Complete DTR01 and DTR02.
  • Ensure all documents are signed, scanned, uploaded, and emailed to clients.
  • Submit DTR01 and DTR02 on E-Filing.
  • Capture fees and track payments owed to SARS, updating records upon zero balance.
• SARS Registrations & De-Registrations:
  • Manage client registrations for VAT, PAYE, UIF, WCA, income tax, trusts, and dividend withholding tax.
  • Obtain client information, prepare documents for signing, and arrange/attend SARS appointments.
  • Update Greatsoft with all registration details.
• Tax:
  • Administer VAT registrations and banking detail verification.
  • Ensure all required documents meet SARS specifications.
• Productivity:
  • Maintain own productivity at the expected standard (60% on average).
• General attitude:
  • Maintain an attitude reflective of the companys values.

Salary Expectancy: R15 000 R35 000 per month

General Terms and Conditions: This job description outlines the general nature and level of work performed by the incumbent. It is not an exhaustive list of all responsibilities, tasks, and skills, and additional duties may be required.

If you are a proactive and meticulous Tax Administrator looking for a challenging yet rewarding role, we encourage you to apply.