To administer deceased estates ranking from normal to more complex estates which might involve Capital Gain Tax and Estate Duty
Manual intake of estates
Complete and report deceased estate reporting documents to the Master.
Report the deceased estate to relevant institutions via written correspondence, newspaper and Government Gazette
Advertise (e.g. advertise in the local newspaper and Government Gazette) and for any debtors or creditors (section 29 notification) in respect of the estate
Receive relevant information as requested by the various institutions and start redeeming and transferring assets
Draft the liquidation and distribution account to reveal the true reflection of the assets and liabilities as at date of death and submit outstanding tax returns
Advertise (for twenty one (21) days) the Liquidation and Distribution account (section 35 notification) in the local newspaper / Government Gazette and with the Magistrate in the district were the deceased resided twelve (12) months prior to death
Instruct the transfer attorneys on the expiry date of the advertisement
Obtain final tax assessment from SARS and finalise the deceased estate
Ensure that post (incoming mail, fax and correspondence) and filing is up to date as per the company norms
Keep clients updated on progress of the estate
Maintain a high standard of service during the administration process without supervision
Have knowledgeable on the Estate Administration and Estate Duty Act.
* National Diploma in Estate and Trust;
or Deceased Estate Administration Course via Law Society of SA; or
equivalent NQF level 5 qualification or higher
* 3-5 years experience within deceased estate administration environment
* Proficient in MS Office (Word, Excel, PowerPoint and Outlook) and the Internet
* No criminal record
Salary negotiable depending on experience.
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