Deceased Estates Professional at BDO South Africa

Specification    
BDO CPT has a vacancy for a Deceased Estates Professional. 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    
Qualification:

• LLB Degree
• Member of FISA
• Preferably an admitted Attorney with FPSA® designation
• Excellent knowledge and experience in the administration of deceased estates
• High levels of interpersonal, presentation and communication skills.

Competencies:

• Excellent communication and listening skills.
• Ability to take initiative and work independently.
• Build strong and effective relationships with internal and external clients ensuring a professional and quality service that meets required expectations and needs.
• Confident and decisive with excellent time management abilities.
• Ability to work independently and in a structured manner.

The appointment will be made in terms of the firm’s Employment Equity Policy.

Only short-listed candidates will be contacted.
Job Closing Date    11/05/2021