Manager: Individual, Trusts, Estates and Expatriate Compliance - JHB North at BDO South Africa

Description

BDO Johannesburg has a vacancy for a Manager within the Individual, trusts, estates, and expatriate compliance business unit - Tax Department. Reporting to the leadership of the business unit. Functions may include, inter alia:

• Assisting BDO to achieve its financial targets driving the BDO brand, business development, 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.
• Producing accurate work to a high technical standard.
• Coaching and mentoring junior staff.
• Adapting to a changing work environment to accommodate changing client demands.
• Interpreting and applying theoretical knowledge to practical business solutions by utilizing a sound knowledge of basic tax laws.
• Gathering information from various sources by using effective research tools. 
• Assisting with the research and preparation of proposals.
• Drafting technically correct opinions and reports for review and providing tax opinions and advice to clients.
• 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.
• Liaising with SARS.
• Managing staff, financial discipline including monthly invoices and outstanding debtors.

Requirements

Qualifications:

• Minimum B. Com.
• Preferably post graduate qualification in Tax or B. Com Hons.

Experience:

• Member of South African Institute of Taxation (SAIT)
• Registered Tax Practitioner
• Minimum of 15 years’ tax experience  
• 5 years’ managerial experience

Competencies:

• Technically strong with provisions of Income Tax Act and Tax Administration Act affecting personal tax, trust tax and estate duty, payroll tax, capital gains tax, including Fourth, Seventh and Eighth Schedules to the Income Tax Act.
• 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.