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Results for deceased estates in "deceased estates" in KwaZulu-Natal in KwaZulu-Natal
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Key Responsibilities:Manage full wealth administration processes, including servicing, new business, and portfolio alterations on investment platformsPrepare new business documentation and ensure accurate processing of completed applicationsHandle portfolio changes, switches, and updates efficientlyCompile reports and performance statements for clients and advisorsOversee central communications by managing the main practice mailbox, telephone line, and WhatsApp channelAssist with Wills and Estates processes, including drafting of wills, document storage, collation, and administrationCoordinate deceased estates between Head Office and clients, ensuring a smooth and professional processWork closely with internal teams and Head Office, utilising relevant systems and softwareRequirements:Solid experience within the wealth management or financial services industryStrong knowledge of investments, with specific experience in Momentum Wealth, Momentum Wealth International, and Momentum InvestoExposure to Momentum Securities would be advantageousExcellent administrative, organisational, and communication skillsHigh level of accuracy and attention to detailAbility to manage multiple tasks and work efficiently in a fast-paced environment
https://www.jobplacements.com/Jobs/W/Wealth-Administrator-1275986-Job-Search-03-27-2026-04-35-12-AM.asp?sid=gumtree
19d
Job Placements
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This position is within a professional financial services and accounting firm known for providing comprehensive tax solutions to a diverse client base.As a Junior Tax Administrator, you will be responsible for managing a full portfolio of tax administrative duties, ensuring all compliance deadlines are met for individuals, companies, and trusts. This is a full-time, permanent role based at our Hillcrest office.Key ResponsibilitiesLiaise with clients regarding tax deadlines and the collection of necessary certificates, schedules, and engagement letters.Prepare and calculate provisional taxes, including managing top-up payments and client communications.Compile detailed tax calculations and schedules covering employee, investment, rental, and business income, as well as medical and retirement deductions.Complete and submit income tax returns for individuals and trusts via SARS e-Filing.Handle SARS audit queries and ensure all internal calculations align with SARS assessments.Maintain client records, including personal particulars, banking details, and the opening of new tax files.Facilitate tax clearance certificates and assist with deceased estate tax returns.Perform capital reconciliations and manage monthly client billing.RequirementsEducation: Matric with Mathematics and/or Accounting. A Tax Diploma is highly preferable.Experience: A minimum of 5 years experience in tax calculations and completing returns for individuals, companies, and trusts.Technical Skills: Essential experience in tax administration and proficiency in SARS e-Filing, Greatsoft, MS Excel, and Word.Knowledge: Strong understanding of South African taxation legislation with the ability to conduct legislative research.AttributesExceptional attention to detail and accuracy.Strong time management and organisational skills to meet strict deadlines.Ability to work effectively under pressure and within a budget.High levels of integrity and trustworthiness when handling sensitive financial data.A cooperative, team-oriented attitude.RemunerationR 17,000 R 20,000 CTC***Only shortlisted candidates will be contacted ***
https://www.jobplacements.com/Jobs/J/Jnr-Tax-Administrator-1272684-Job-Search-03-17-2026-10-16-23-AM.asp?sid=gumtree
1mo
Job Placements
8
Accountants and Tax Practitioners
Telephonic and callout Accounting and Tax Consultation only
B-BBEE
Company Registration
Director/Member addition/removal
Beneficial Ownership Declaration
Submission of CIPC Annual Returns
Company Re-Instatements
Tax Clearance
Income Tax registration for Individual/Trusts/Corporates etc
Submission of income tax returns for individuals/corporates/trusts/body co-ops
Income Tax Itr12/Itr14c/Itr14t
EMP201/EMP501/IRP5's
VAT201/Recons/VAT217
Penalties and Dispute Resolutions
Registered Representative
HR and CCMA Support
Payroll Services
UIF Registration and Submissions
COIDA Registration and Submissions
CIDB Registration and Submissions
NHBRC
Business Plans
Financial Reporting
Financial Statements & Monthly Management Reports
Recons
Commissioner of Oaths
POPI Act
Deceased Estates
Trust Registration and administrators
1mo
2
Accountants and Tax Practitioners
Telephonic and callout Consultations
Accounting and Tax Consultation
B-BBEE
Company Registration
Director/Member addition/removal
Beneficial Ownership Declaration
Submission of CIPC Annual Returns
Company Re-Instatements
Tax Clearance
Income Tax registration for Individual/Trusts/Corporates etc
Submission of income tax returns for individuals/corporates/trusts/body Corps /co-ops
Income Tax Itr12/Itr14c/Itr14t
EMP201/EMP501/IRP5's
VAT201/Recons/VAT217
Penalties and Dispute Resolutions
Registered Representative
HR and CCMA Support
Payroll Services
UIF Registration and Submissions
COIDA Registration and Submissions
CIDB Registration and Submissions
NHBRC
Business Plans
Financial Reporting
Financial Statements & Monthly Management Reports
Recons
Commissioner of Oaths
POPI Act
Deceased Estates
Trust Registration and administrators
1mo
1
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