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  • Posted: Sep 11, 2024
    Deadline: Not specified
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  • BDO helps a diverse range of clients with different needs. This is especially true of our Advisory Practice, which provides transaction, risk, wealth advisory, company secretarial, and HR services to clients navigating a range of challenges, changes, and opportunities. Our professionals are from a variety of multidisciplinary backgrounds, allowing us to del...
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    Deceased Estate Specialist (Pretoria)

    Description

    • BDO PTA has a vacancy for a Deceased Estate Specialist. Reporting to the Operations Manager, BDO Wealth Advisers.

    Responsibilities will include the following:

    • Attending to all aspects of the administration of Deceased Estates in accordance with the provisions of the Administration of Estates Act, including: completing reporting documents, advertising of the estate, preparing the liquidation and distribution account, liaising with creditors and debtors, and liaising with SARS to obtain tax clearance certificates.
    • Obtaining legal opinions and advice on legal and technical matters where necessary and where related to winding up the Estate;
    • Attending to any queries from the Master of the High Court;
    • If applicable, preparing all documents and instructions to register a Testamentary Trust as provided for in the will and obtain Letters of Authority from the Master of the High Court.
    • Preparing the SARS Estate Duty Return and making payment of Estate Duty which is due and payable within one year of death.
    • Effectively communicating with all interested parties.

    Requirements
    You will be required to have:

    • Preferably LLB Degree with FPSA® designation
    • +/- 5 years knowledge and experience in the administration of deceased estates
    • High levels of interpersonal, presentation and communication skills.
    • Member of FISA

    This position will require somebody with the following competencies:

    • Organisational skills
    • Time management ability
    • Task driven.
    • Analytical
    • Supportive skills
    • Structured

    Check how your CV aligns with this job

    Method of Application

    Interested and qualified? Go to BDO South Africa on bdo.mcidirecthire.com to apply

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