Job Description

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We're seeking a knowledgeable and detail-oriented Tax Accountant to support an upmarket, professional and established financial planning firm, ensuring accurate tax compliance and a seamless client experience.
This is a role where technical tax expertise meets client engagement and accounting responsibilities. We're looking for someone organised, analytical, and proactive, with a strong understanding of SARS processes, tax legislation, accounting principles, and the tax implications of financial products. Being tech-savvy and comfortable with digital tools and software will give you a real advantage. Attention to detail, clear communication, and the ability to manage multiple priorities effectively will allow you to contribute meaningfully to the team and our clients' success.
This is a full-time, in-office position (Monday to Friday) based in Dunkeld West, Sandton
What You'll Do

• Prepare and submit annual and bi-annual income tax returns for individuals, trusts, companies, and deceased estates via SARS eFiling.

• Calculate tax liabilities and refunds, ensuring compliance with current tax legislation and regulations.

• Review SARS assessments, manage correspondence, and respond to audit queries, objections, and requests for supporting documentation.

• Prepare accounting records, management accounts, and annual financial statements for trusts and companies.

• Process accounting records to trial balance, including VAT reconciliations, journal entries, fixed asset schedules, and accruals.

• Support deceased estate tax compliance from date of death through to SARS compliance letters, in collaboration with Chartered Legacy & Trust.

• Liaise directly with clients, providing guidance on tax requirements, deadlines, and outstanding information.

• Collaborate closely with Financial Planners to obtain relevant tax information, minimise client requests, and identify potential tax planning opportunities.

• Maintain accurate, up-to-date client records and ensure proper filing of all tax and accounting documentation.

• Stay informed of changes in tax legislation and participate in relevant training, webinars, and professional development.

Requirements
Minimum Requirements

• BCom Accounting or Bachelor of Accounting (required)

• BCompt (Hons) or BAccSc (Hons) (advantageous but not required).

• 2-3 years' experience in taxation, accounting, or a related role.

• Knowledge of SARS eFiling and tax software.

• Registration with SAIT or membership with SAIPA (advantageous).

• Strong analytical, organisational, and problem-solving skills.

• Professional, client-focused, and able to manage multiple deadlines confidently.

• Proficient in Microsoft Word, Excel, Outlook, and accounting software.

Skills Required