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Job Advert Summary

• Moore Stellenbosch is excited to offer a tax compliance officer opportunity within our esteemed auditing firm.
• We wholeheartedly welcome your ambition and commitment. We're equally committed to your growth and will provide all the necessary resources and mentorship to guide you.
• At Moore, we place immense value on our staff and invest heavily in the future of our employees. Our workplace culture is inclusive, collaborative, and supportive, empowering each of our employees to reach their full potential.
• You will also enjoy a supportive, friendly and flexible working.
• Knowledge, Skills, and Abilities :
• Technically competent i.e. knowledge of the Income Tax Act.
• Basic knowledge of VAT, PAYE, and other taxes.
• Knowledge of how SARS works.
• Aptitude for figures.
• Ability to multi-task.
• Good people and communication skills
• Ability to work to deadline
• Good problem-solving skills.
• Ability to work well under pressure.
• WIP management and achieving fee target

Minimum Work Experience :

• Three years of work experience in the tax / compliance environment.

Minimum level of Education / Qualifications Required :

• Diploma-, Graduate- or Post-Graduate degree in Tax or Accounting
• Successfully completed SAIT, SAIPA or SAICA Traineeship

Duties and Responsibilities

• To manage a portfolio of clients.
• Assist partners and clients with tax affairs.

Job Description

Attention all tax compliance professionals! Our client, based in Cape Town Claremont, is currently seeking an experienced Tax Compliance Officer to join their team. The ideal candidate should have prior experience as a Tax Practitioner or Compliance Officer, with a strong understanding of tax laws and regulations. As a Tax Compliance Officer, you will be responsible for ensuring the company's compliance with all tax-related obligations. If you possess a keen eye for detail, strong analytical skills, and are proficient in tax software and applications, then we want to hear from you!

We require a candidate with :

• Bcom Specializing in Tax + SAIT.
• Minimum 4 Years Experience
• Based in Cape-Town

Reference: CPT001161-NP-1
Cape Town Hybrid position
The role is hybrid based with office and home office, with agreed regular office time to manage and coach staff.

RESPONSIBILITIES:

• Complete Individual, Corporate and Trust Income Tax Returns
• Complete Provisional Income Tax Returns 6 monthly within the deadlines
• Ensuring that all clients are tax compliant.
• Reconciling and completing additional returns and queries ie, Income Tax Audits, DWT Returns and Donations Tax Returns
• Compiling Notice of Objections (NOO), Notice of Appeal (NOA)
• Preparing Tax Audit Responses for the client as and when necessary
• Arrange Tax Compliancy to ensure Tax Clearance Certificate including foreign investment certificates.
• Prepare applications to Waiver interest and Penalties.
• Compiling and assisting the Company’s External Associate with Tax Compromises and Deferments.
• Prepare and file with SARS repayment arrangements for clients.
• Ensure internal controls are complied with including the invoicing timeously of all tax work performed.

• 4 – 5 years of minimum experience in tax practice.
• Related professional qualification and membership of an accounting/tax body is preferred.
• Deadline focused, detailed and accurate.
• Excellent communication skills – both verbal and written.
• Needs to be fluent in English and Afrikaans
• Experience with ProfSoft, e-Filing, and SARS

If you would like to apply or receive more information about this position, please:

• Apply online at or
• Click on the "APPLY" button or
• Forward a comprehensive CV to with “TAX COMPLIANCE OFFICER ” in the subject line.

We thank all candidates for their interest and advise that only those under consideration will be contacted.

Position: Tax Compliance Officer

Office location: Johannesburg (Bedfordview)

Job Description:

1. Preparation and compilation of SARS Tax Clearance documents
2. Assistance with verifying Tax Compliance of clients
3. Relationship management with external Tax Practitioner on SARS Tax Clearance submissions
4. Working within a tax and exchange control team to efficiently deal directly with client queries
5. Keeping the system (CRM) up to date with client progress and approvals
6. Relationship management with affiliates
7. Preparation and compilation of Emigration documents
8. Liaising with the various teams at our banking partners to ensure SARS TCC's and emigration processes are in place for clients to trade

Education, experience and skills:

1. A Bachelor's Degree (at minimum)
2. Work experience of at least 1 year within Fiduciary Services / banking / Exchange Control department
3. Extremely comfortable with being client facing
4. Proficiency in Word, Excel, e-filing and Salesforce (advantageous)
5. General office administration
6. FAIS RE5 (within the first 3 months, if not already obtained)
7. SAIT registration

Remuneration: Salary package offers a basic salary and will join the company incentive structure. The package includes a standard Medical Aid contribution and Death and Disability covered by the company.

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Job Purpose

To provide tax advice and tax compliance services to a wide range of clients who operate in all sectors. To continually assist and ensure that the Clients receive excellent tax compliance service and thus build and maintain relationships that support the PKF Octagon culture and values. Quality, accuracy and Client service is of paramount importance and is a specific requirement of this position.

Recruiter:

PKF Octagon

Job Ref:

102469113

Date posted:

Thursday, June 19, 2025

Location:

Johannesburg, South Africa

SUMMARY:

POSITION INFO:

Job Purpose

To provide tax advice and tax compliance services to a wide range of clients who operate in all sectors. To continually assist and ensure that the Clients receive excellent tax compliance service and thus build and maintain relationships that support the PKF Octagon culture and values. Quality, accuracy and Client service is of paramount importance and is a specific requirement of this position.

Main Responsibilities And Accountabilities

The successful applicant will be required to handle (but is not limited to) the following:

• Prepare Objections for submission to SARS and submit to SARS as required by the Client and Partners. To liaise directly with the relevant Partner before the submission is made to SARS.
• Attend to Objections from start to finish ensuring quality of service and accuracy of output and acting in the best interests of the Client.
• Ensure ongoing follow up and tracking with SARS on all tax related matters, including the objections and submission, on behalf of the Client.
• Take the IT registrations, Tax Clearance, Tax Applications and Objections to SARS and ensure they are properly received.
• To accurately process and log all information on GreatSoft.
• Perform the role of a Client liaison on all tax related matters, ensuring the Client relationship is maintained and excellent services provided.
• Provide continuous and accurate feedback to the relevant Client and Partners.
• Attend to the accurate completion of all tax returns.
• Provide feedback to Partners on the progress of tax returns that you are working on for them.
  
  

• Must have at least 5 years of experience in a Tax Compliance role at an Audit and Accounting firm.
• Matric and completed a relevant tax related degree or diploma
• Must know the latest industry and tax rules and legislation.
• Must be computer literate, must know specifically GreatSoft and SARS e-filing.
  
  

• Able to apply one’s mind to tax issues.
• Able to interpret information to ensure the maximum benefit to the firm and clients.
• Constantly kept abreast of changes in the industry and able to interpret these changes to the benefit of the firm and clients.
• Accountable, responsible, delivery orientated.
• Strive to constantly add value.
• Able to plan work flow methodically.
• Able to work well under pressure.
• Ensure professional and positive attitude at all times.
• Display excellent communication skills (both verbal and written).
• Self-motivated, driven and determined.
• Team player.
• Ensures attention to detail and quality of output.
  
  
  
  

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Legal
• Industries Advertising Services

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We are looking for an experienced Tax Compliance Officer for a renowned company in Port Elizabeth.

The purpose of the role is to ensure the correct and accurate completion of Income Tax Returns, as required by the South African Income Tax system.

Academic Qualifications Required:

• Matric with accountancy
• Minimum of 3 years’ experience in similar role

Skills:

• Technical knowledge related to job, i.e. knowledge of South African Income Tax
• Consistently complete Provisional Tax Returns and Income Tax Returns correctly and accurately
• Effective organisation of daily tasks (time management, planning, administration and reporting skills, meeting deadlines)
• Client focus – internal and external (responding to client needs, service)
• Problem solving
• Team work is essential
• Positive attitude

Experience:

• Experience in completion of all returns and related tasks to the whole Income Tax process

Competencies:

• Numerical accuracy
• Communication (verbal and written)
• Complete responsibility of all designated clients

Required Computer Packages:

• Microsoft Office and/or Open Office and/or Lotus
• Tax Planner
• Professional Series (Accfin)

Duties and Responsibilities:

• Generation of Provisional Tax Return lists from GreatSoft for designated clients
• Ensure that all lists are given to relevant partner in advance to make notes
• Assist with the calculation of provisional tax estimates, where required
• Upon finalisation of all lists, ensure provisional tax letters are generated via eDocs and sent to client
• Keeping track of all signed letters received back
• Submission of all Provisional Tax Returns via GreatSoft – upon receipt of signed letter. Ensure all provisional tax deadlines are met
• Complete Income Tax returns, based on financial statements generated by the Audit and Bookkeeping Departments
• Complete Income Tax returns, based on the necessary information obtained from clients, other than those for which financial statements have been prepared for by the Audit and Bookkeeping Departments
• Attach all necessary documentary proof to the completed Income Tax returns, so as to eliminate unnecessary queries and revised assessments from SARS
• Complete Income Tax returns, forward to PA’s to arrange for clients signature, and lodge returns with SARS within the shortest possible turnaround time, all other constraints considered, so as to ensure that submission deadlines are met
• Deal with queries from SARS relating to Income Tax returns completed, at the discretion of the relevant partner
• Monitor the submission of returns for the relevant partner(s) ensuring that returns which can be submitted are submitted timeously
• Applications to SARS for registration of clients on eFiling, where required
• Drafting of statements of assets and liabilities, capital reconciliations and tax computations
• Calculating third and additional top-up payments when required
• Ensuring finalisation of all verifications or audits
• Follow-up on all payments and refunds due by/to designated clients on a list
• Ensure all payment and refund letters are sent to clients timeously via eDocs
• Checking assessments against original and correct tax calculations to identify differences
• Informing Tax Manager of any differences for possible objections
• Additional assessments to be identified and communicated to Tax Manager to request for reasons and possibly object
• Controlling general administration of key duties and responsibilities and ensure all required functions are adhered to with relation to eFiling, GreatSoft and eDocs
• Performing any other tasks, which may be reasonably expected

• 
  
  Tax Compliance Oversight:
  
  • 
    
    Ensure the accurate and timely preparation and submission of all corporate, indirect, and withholding tax returns, along with other statutory filings, for the funds and subsidiary investment entities.
  • 
    
    The focus will be on tax filings and reporting across the APAC region and the US.
  • 
    
    Stay updated on tax law changes and evaluate their potential impact on the business.
  • 
    
    Work with external advisors to meet country-specific compliance requirements.
• 
  
  Risk Management:
  
  • 
    
    Identify and mitigate tax risks by ensuring proper documentation and robust process controls.
  • 
    
    Assist with audits and tax inquiries by providing relevant documentation and coordinating with authorities.
  • 
    
    Maintain a solid compliance framework to minimise exposure to penalties and disputes.
• 
  
  Process Optimisation:
  
  • 
    
    Enhance and automate tax compliance processes to improve efficiency and precision.
  • 
    
    Establish and implement best practices for tax reporting and compliance.
  • 
    
    Collaborate with finance and operations teams to ensure accurate tax data management and reporting.
• 
  
  Tax Reporting:
  
  • 
    
    Supervise quarterly and annual tax reporting, including deferred tax calculations and reconciliations.
  • 
    
    Ensure adherence to global and regional tax reporting standards.
  • 
    
    Provide regular updates to the Director of Corporate Taxation on key compliance activities.
• 
  
  Stakeholder Collaboration:
  
  • 
    
    Serve as the main point of contact between external tax advisors and internal teams to resolve compliance issues.
  • 
    
    Support cross-functional projects by offering expertise on tax compliance matters.
  • 
    
    Lead training sessions to raise tax awareness within the organisation.

• A Bachelor's degree in Accounting, Finance, Taxation, or a related field is required. A professional qualification (e.g., CPA, CA, or CTA) is preferred.
• 
  
  At least 5-7 years of experience in tax compliance, with exposure to multi-jurisdictional tax issues in the Asia region (preferred).
• 
  
  Technical Knowledge: In-depth understanding of international corporate tax laws, regulations, and compliance requirements. Experience with US tax matters or familiarity with Asia jurisdictions is a plus.
• 
  
  Analytical Skills: Strong problem-solving abilities and attention to detail.
• 
  
  Communication: Excellent written and verbal communication skills, with the ability to explain complex tax concepts to non-tax professionals.
• 
  
  Leadership: Proven experience in managing cross-functional teams and coordinating with external advisors.
• 
  
  Adaptability: Capable of working in a fast-paced environment with shifting priorities.

• Opportunity to work with a dynamic and innovative team in a leading private equity organisation.
• Competitive compensation and benefits package.
• Exposure to diverse and challenging tax projects around the globe.

Financial Planner - Gauteng Locations for Gauteng Region: Gauteng Centurion, Nelspruit, Welkom, Bethlehem, Polokwane, Witbank, Middelburg, Thohoyandou, Hazyview

Job Family: Sales and Services

Career Stream: Sales

Leadership Pipeline: Manage Self: Technical

FAIS Affected: Yes

To provide financial expertise and wealth creation advice to Nedbank clients in order to make Nedbank the great place to bank.

1. Analyse clients' financial statuses to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a bespoke financial plan.
2. Examine and suggest financial solutions and strategies for the financial plan (plan for life).
3. Assist clients in implementing their plans and carry out financial transactions.
4. Review clients' portfolios and plans on a regular basis to customize the financial plans according to clients' changing life or economic circumstances, needs and requirements.
5. Maintain updated knowledge of regulations, practices and financial products in order to maintain fit and proper status.
6. Demonstrate an understanding of structuring, presenting and reviewing financial plans to individuals and legal entities.
7. Display knowledge of approved products and services and continuously up-skill oneself on product and industry development.
8. Understand the appropriate rules and regulations of the industry and the bank and apply them, maintaining full compliance.
9. Build a sustainable and profitable practice.
10. Participate and attend all business engagements to build and strengthen relationships.

NQF Level: Matric / Grade 12 / National Senior Certificate Diploma

Essential Qualification: FSCA Qualification is essential

Preferred Qualification: Certificate: Financial Planning

Role specific / 1 - 5 years Financial Planning experience

1. Administrative procedures and systems
2. Data analysis
3. Relevant software and systems knowledge
4. Relevant regulatory knowledge
5. Banking knowledge
6. Banking procedures
7. Cluster Specific Operational Knowledge
8. Business principles
9. Business terms and definitions
10. Governance, Risk and Controls

1. Sales Disposition
2. Building Trusting Relationships
3. Energy
4. Adaptability
5. Continuous Learning

Please contact the Nedbank Recruiting Team at

• Matric with accountancy.
• Minimum of 3 years experience in a similar role.
• Experience in completing income tax returns.
• Proficiency in Microsoft Office, Open Office, and/or Lotus.
• Experience with Tax Planner computer program.
• Experience with Professional Series (Accfin).

• Generate Provisional Tax Return list from GreatSoft for designated clients.
• Assist with calculating provisional tax estimates as required.
• Ensure provisional tax letters are generated via eDocs and sent to clients after finalising lists.
• Submit all Provisional Tax Returns via GreatSoft upon receiving signed letters, ensuring deadlines are met.
• Complete Income Tax returns based on financial statements from the Audit and Bookkeeping Departments or obtained from clients.
• Attach necessary documentation to tax returns to prevent queries and revise assessments from SARS.
• Forward completed tax returns for client signatures and lodge with SARS promptly.
• Handle SARS queries related to Income Tax returns at the discretion of the relevant director.
• Monitor submission deadlines for relevant directors to ensure timely filing.
• Apply to SARS for client registration on eFiling where necessary.
• Draft assets and liabilities statements, capital reconciliations, and tax computations.
• Calculate third and additional top-up payments when required.
• Ensure finalisation of verifications or audits.
• Follow up on payments and refunds due by/to clients and ensure timely communication.
• Check assessments against original tax calculations to identify discrepancies.
• Inform the Tax Manager of differences for potential objections.
• Identify and communicate additional assessments for review and possible objection.
• Manage general administration concerning eFiling, GreatSoft, and eDocs.
• Perform any other tasks reasonably expected.
• Request SARS to remit penalties and apply for various tax directives as needed.

Salary: Market-related.