BDO 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.
You will be required to have:
- Preferably LLB Degree with FPSA 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
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