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Trust Accounts Officer

Vacancy Details

Reference No.



Our client, a leading financial services provider, is seeking a Trust Accounts Officer to provide full administrative, financial accounting and tax services to high-net worth clients (i.e. trusts, trust beneficiaries, close corporations and private companies) in line with the group's business strategy to create a great place to invest.


  • Generate an annual financial statement and supporting documents by processing the financial information into an accounting package.
  • Administer clients’ affairs on their behalf by banking, distribution of funds due to local and overseas beneficiaries - including offshore remittances.
  • Attend to statutory returns, income tax returns by engaging with the necessary authorities.
  • Preparation, computation and submission of all income tax returns through SARS system.
  • Attend to client's requests through e-mails, telephone, in person.
  • Engage in clients' meetings by providing the necessary support documents in relation to their needs.
  • Action clients' instructions from the business meetings to meet their needs.
  • Supply the necessary information to our internal support staff in order to meet our clients' needs.
  • Provide the updated information opt the necessary departments for FICA purposes.
  • Inform the necessary parties with regards to make payment within limit.
  • Comply with standard operating procedures (i.e. banking procedure) by keeping abreast of current legislation.
  • Comply with the latest tax legislation by attending their business seminars.
  • Keep abreast of legislation and other industry changes that impacts on role by reading the relevant newsletters, websites and attending sessions.
  • Understand and embrace the group’s Vision and Values by demonstrating the values through interaction with team and stakeholders.
  • Ensure that own contribution and participation contributes to the achievement of team goals.
  • Create and manage own career through guidance and support of management, department and colleagues.
  • Improve personal capability and stay abreast of developments in field of expertise by identify training courses and career progression for self through input and feedback from managers.
  • Contribute to a culture conducive to the achievement of transformation goals by participating in the group’s Culture building initiatives (e.g. staff surveys etc.).
  • Participate and support corporate social responsibility initiatives for the achievement of business strategy (e.g. training/awareness on digital forensic examination to external parties on pro bono basis).
  • Identify opportunities to improve or enhance processes by identifying and recommending improvements to tools, policies and procedures to add value to the group.
  • Add value to the group by identifying opportunities to improve or enhance processes through identifying and recommending improvements and supporting implementation of tools, policies and procedures.


  • Matric plus a Diploma or Degree in Commerce.
  • Diploma or Degree in commerce.
  • 3 - 5 years’ experience in Tax, Accounting and Administration.

Kindly note that if you do not hear back from us within two weeks, kindly consider your application unsuccessful.

Position Type


Work Level



Market Related


Banking/Finance And Investment

Salary Type



Cost To Company

Affirmative Action


Geographic Location

Western Cape - Cape Town CBD