Tax Practitioner

Recruiter

HR Genie

Job Ref

F4126

Date posted

Wednesday, June 17, 2026

Location

Durban, South Africa

Salary

Market related

SUMMARY

Responsible for providing a tax compliance service to individual, trust, estate & company portfolio.

POSITION INFO

KEY RESPONSIBILITIES Responsible for providing a tax compliance service to individual, trust, estate and company portfolio clients of Sanlam Private Wealth. The role is key to securing and retaining the managed share portfolios of the Portfolio Management team. WHAT WILL YOU DO? Accurately compute, complete and submit provisional tax returns Arrange provisional tax payments Accurately compute, complete and submit annual tax returns Accurately compute, complete and submit annual tax returns for deceased estates Arrange assessed tax payments Check income tax assessments Submit supporting documents Lodge objections Correspond with clients and SARS Resolve client and SARS queries within the legislated timeframes Obtain tax clearances Attend to cessation of tax residency matters Keep abreast of applicable legislation Accurately and timeously maintain records relating to tax clients, including filing Arrange for the recovery of fees relating to tax work undertaken Contribute to internal and client communications Consolidate and grow the tax book WHAT WILL MAKE YOU SUCCESSFUL IN THIS ROLE? Willingness to learn Client focus - building strong relationships with clients and colleagues Collaboration - working inclusively with others Resilience - working to deadlines and under pressure Excellent written English QUALIFICATIONS AND EXPERIENCE Relevant post graduate qualification Registration as a tax practitioner in good standing Five or more years' experience in a similar role where work was undertaken independently and without assistance A proven track-record