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Tax Officer

Vacancy Details

Reference No.



A leading financial group is seeking a Tax Officer to administer deceased estates and to add value to the business by referring sales leads to the rest of group so as to create holistic value proposition for our clients.


  • Explain the deceased estates administration process to the heirs and manage their expectations; by regular and ongoing communication.
  • Receive all relevant documents from the heirs and send them to the relevant authorities for processing.
  • Engage our internal clients (NFP; PFA) by keeping them up to date with regular progress report.
  • Responding to client queries and complaints within 48 hours. Escalating complaints to Management.
  • Foster professional relationships with beneficiaries; intermediaries and others.
  • Finalise estates within a reasonable time to ensure client satisfaction”, “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 demonstrate the values through interaction with team and stakeholders.
  • Improve personal capability and stay abreast of developments in field of expertise by identifying training courses and career progression for self through input and feedback from managers.
  • Ensure personal growth and enable effectiveness in performance of roles and responsibilities by ensuring all learning activities are completed; experience practiced and certifications obtained and/or maintained within specified time frames.
  • Ensure information is provided correctly to stakeholders by maintaining knowledge and sharing knowledge with team." Ensure that internal control procedures are adhered to for instance: making sure that all estates assets are insured against loss - Cash reconciliation.


  • Matric/Grade 12/National Senior Certificate.
  • Advanced Diplomas/National 1st Degrees.
  • Post Graduate Diploma in Financial Planning.
  • Fiduciary Institute of South Africa.
  • 3-5years in legal/banking environment.

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