Description

• 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.

Requirements
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