Deceased Estate Specialist

Pretoria, Gauteng, South Africa

Job Description


DescriptionBDO PTA has a vacancy for a Deceased Estate Specialist. Reporting to the Operations Manager, BDO Wealth Advisers.Responsibilities will include the following:

  • Attending to all aspects of the administration of Deceased Estates in accordance with the provisions of the Administration of Estates Act, including: completing reporting documents, advertising of the estate, preparing the liquidation and distribution account, liaising with creditors and debtors, and liaising with SARS to obtain tax clearance certificates.
  • Obtaining legal opinions and advice on legal and technical matters where necessary and where related to winding up the Estate;
  • Attending to any queries from the Master of the High Court;
  • If applicable, preparing all documents and instructions to register a Testamentary Trust as provided for in the will and obtain Letters of Authority from the Master of the High Court.
  • Preparing the SARS Estate Duty Return and making payment of Estate Duty which is due and payable within one year of death.
  • Effectively communicating with all interested parties.
RequirementsYou will be required to have:
  • Preferably LLB Degree with FPSAxc2xae designation
  • +/- 5 years knowledge and experience in the administration of deceased estates
  • High levels of interpersonal, presentation and communication skills.
  • Member of FISA
This position will require somebody with the following competencies:
  • Organisational skills
  • Time management ability
  • Task driven.
  • Analytical
  • Supportive skills
  • Structured
Work LevelJunior ManagementTypePermanentSalaryMarket RelatedEE PositionNoLocationPretoria

BDO

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Job Detail

  • Job Id
    JD1354256
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Pretoria, Gauteng, South Africa
  • Education
    Not mentioned