Deceased Estates Tax Administrator Assistant
West Coast Personnel · Western Cape
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Start free — we apply for you →JOB SPECIFICATIONDeceased Estates Tax Administrator AssistantEntry-level | Deceased Estates DepartmentPosition purposeProvide administrative and workflow support to the Deceased Estates Tax Administrator, enabling prompt estate onboarding, accurate SARS access requests and complete tax files.
Key responsibilities
• Open and maintain electronic estate files and capture new instructions, executor details, dates and outstanding items on approved systems. • Draft and collate powers of attorney, mandates, client requests and SARS documentation for checking and signature by authorised persons. • Request letters of executorship, death certificates, identification, proof of address, banking details and other onboarding documents; monitor missing or expiring documents. • Assist with eFiling access requests, registered representative (RR) updates, estate coding and SARS appointment bookings under instruction; track OTP requirements and outcomes. • Obtain and file IRP5s, IT3 certificates, medical aid and retirement annuity certificates, bank statements, investment schedules and asset valuations as requested. • Maintain document trackers, appointment logs, SARS case numbers and written follow-ups; highlight delays or missing documents to the Administrator/management. • Assist with uploading authorised documents and assembling tax packs; maintain confidential, accurately named and audit-ready digital records. Minimum requirements and competencies
• Matric; confident Word, Excel, Outlook and electronic filing skills. • Previous tax/deceased-estate experience is advantageous but not essential; training provided. • Reliable communication, accuracy, organisation and confidentiality. Key performance indicators
• New instructions captured and initial document requests issued within 1–2 business days of allocation. • Correctly prepared mandates and complete supporting-document checklists, with limited rework. • Trackers and follow-ups kept current; access obstacles and overdue items escalated promptly. • No unauthorised tax return preparation, approval or final submission. Reporting and authority Reports to the allocated Deceased Estates Tax Administrator / operational management; overall accountability to the Head of Deceased Estates Tax & Operations.