Estate Tax Examiner

Job Description

The Estate Tax Examiner will be responsible for reviewing and auditing estate tax returns. This role requires ensuring compliance with relevant legislation and regulations, working closely with other members of the tax department to guarantee timely and accurate processing of estate tax filings.

Responsibilities

• Review and audit estate tax returns for compliance with standards.
• Engage with clients and legal advisors to clarify estate tax issues.
• Assist in formulating strategies to address compliance gaps.
• Contribute to policy updates relevant to estate tax processes.
• Maintain comprehensive records of audits and communications.
• Support team members with insights from audits and regulatory changes.
• Research tax obligations to keep operations aligned with legal standards.
• Draft and present audit reports to management and stakeholders.
• Attend relevant professional workshops to enhance knowledge.

Requirements

Education

• Bachelor's degree in Taxation or Finance

Experience

• 4 years of experience in a tax-related role

Technical Skills

• Tax law knowledge
• Tax software proficiency

Soft Skills

• Interpersonal skills
• Critical thinking

Certifications

• Relevant tax certifications

Languages

• English: Fluent

Advantageous

• Project management experience: Experience in managing tax projects or teams.
• Advanced Excel skills: Proficient in Excel for data analysis and reporting.

Benefits

• Comprehensive medical aid coverage
• Retirement plan options
• Flexible working arrangements
• Support for continued education and training

Company Culture

• Innovation: We promote innovative thinking and creative solutions to tax challenges.
• Supportive Environment: Our work culture is supportive, fostering each member's contribution.