Primary Purpose of the Job
BDO has a vacancy for a Senior Tax Consultant: Individual, Trusts, Estates within the Private Tax business unit in the Tax Department. The incumbent will be reporting to the Head of Private Tax.
Main Duties and responsibilities
- Assisting BDO to achieve its financial targets driving the BDO brand, business development, technical 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.
- Interpreting and applying theoretical knowledge to a practical business solution by utilising a sound knowledge of basic tax laws.
- Producing accurate work to a high technical standard.
- Gathering information from different sources by using effective research tools.
- Assisting with the research and preparation of proposals.
- Preparation of income tax computations.
- 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
- Adapting to a changing work environment and accommodate changing client demands.
- Liaising with SARS.
- Managing and maintaining client relationships.
- Preparing and managing budgets, debtors and monthly invoices.
- Producing accurate work and client deliverables to a high technical standard while coaching and mentoring junior staff.
Qualifications, Recognition of Prior Learning, Work Experience, and Knowledge
Qualifications/Recognition of Prior Learning equivalent
- Bachelors Degree or Diploma in Tax.
- Preferably post graduate qualification in Tax or B. Com Hons.
Professional designation
Work Experience
- Minimum of 10 years’ in Individual, Trust and Estates experience
Competencies: Technical & Behavioural
Technical Competencies and Behavioural
- Technically strong with provisions of Income Tax Act and Tax Administration Act affecting personal tax, trust tax and estate duty, including capital gains tax.
- 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.
BDO Core Competencies
- Relationships and Collaboration
- Exceptional Client Service
- Business Growth
- Engaging people
- Leadership
- Quality, Risk management and Operational performance
