Estate Tax Examiner

Job Description

As an Estate Tax Examiner, you will be responsible for examining estates to determine tax liability, verifying tax returns, and providing guidance to taxpayers and their representatives on tax laws and regulations. You will play a crucial role in ensuring compliance with tax laws while assisting clients in navigating complex tax issues.

Responsibilities

• Conduct outreach to increase awareness of tax compliance requirements.
• Assist in training junior staff on tax examination processes.
• Utilize tax preparation software to assist clients effectively.
• Develop and maintain positive relationships with clients and stakeholders.

Requirements

Education

• Bachelor's degree in accounting, finance, or a related field
• Master's degree is a plus

Experience

• 3+ years of experience in estate tax preferred

Technical Skills

• Negotiation skills
• Research skills

Soft Skills

• Problem-solving
• Leadership

Certifications

• Advanced Taxation Certification
• Other relevant certifications are advantageous

Languages

• English: Fluent
• Afrikaans: Intermediate

Advantageous

• Ability to speak multiple languages.: Ability to communicate effectively with a diverse clientele.

Benefits

• Annual performance bonuses.
• Retirement savings plan with company match.
• Employee wellness programmes.
• Access to professional development opportunities.

Company Culture

• Innovation: We prioritize innovation and creativity, encouraging our team to push boundaries and think outside the box.
• Growth Opportunities: Our company provides ample opportunities for personal and professional growth, with ongoing training and mentorship.
• Inclusivity: We are dedicated to creating an inclusive workplace where all voices are heard and valued.