Senior Trust Accountant

Senior Trust Accountant

Recruiter

Ergasia Placements

Job Ref

Pta000381/LB

Date posted

Wednesday, June 3, 2026

Location

Cape Town, South Africa

Salary

45 000 Monthly

SUMMARY

Senior Trust Accountant

📍 George or Cape Town, Western Cape

💰 CTC: R45 000 – R65 000 per month

🎯 Plus performance bonuses paid twice annually

Join a Leading Professional Services Firm

We are seeking an experienced and highly skilled Senior Trust Accountant to join a dynamic and growing organisation. This role is ideal for a trust accounting specialist who is passionate about financial excellence, trust administration, and tax reporting.

The successful candidate will bring extensive trust accounting expertise, strong technical knowledge, and the ability to provide strategic financial insights. This is an exciting opportunity to work across multiple entities, contribute to high-level financial decision-making, and play a key role in delivering exceptional trust administration and tax compliance services.

POSITION INFO

Minimum Requirements

• CA(SA) qualification or a Senior Trust Accountant with a minimum of 5 years' relevant experience
• Extensive experience in trust accounting, trust administration, and trust tax reporting
• Strong knowledge of trust tax compliance and trust structures
• Sound understanding of the Trust Property Control Act
• Experience interpreting trust deeds and wills
• Advanced knowledge of SARS trust reporting requirements and compliance obligations
• Proficiency in accounting software and Microsoft Excel
• Excellent analytical, organisational, and problem-solving skills
• Strong communication and stakeholder engagement abilities
• Ability to perform effectively in a fast-paced environment and manage competing priorities

Key Responsibilities

As the Senior Trust Accountant, you will be responsible for:

• Preparing trust administration statements and trust financial statements
• Completing trust tax computations and tax reporting requirements
• Drafting and reviewing Trust Distribution and Attribution Schedules
• Preparing and reviewing Section 7C calculations
• Managing trust accounting records and ensuring compliance with regulatory requirements
• Interpreting trust deeds, wills, and trust structures to support accurate financial reporting
• Overseeing trust tax compliance and reporting obligations
• Managing SARS Third-Party Data Reporting requirements, including:
• IT3(t)
• IT3(d)
• FATCA reporting
• CRS compliance
• Providing technical guidance and trust-related expertise to internal stakeholders
• Identifying opportunities to enhance trust administration processes and client service offerings
• Delivering strategic financial insights and recommendations based on trust structures and tax considerations
• Maintaining the highest levels of confidentiality, professionalism, and compliance