Title:  Tax Officer - Dbn

Job Classification

Requisition - 147225- Melissa Cloete

Business Unit - Nedbank Personal and Private Banking: Private and Wealth - Nedgroup Trust

Location - KwaZulu Natal or Cape Town

Working Arrangement: (Hybrid - 3 days in office)

Closing Date - 17 September 2026 

(We reserve the right to close advertisements prior to closing date, based on the volume of applications received).

Employment Equity Statement: Preference will be given to Applicants to Underrepresented Groups

Job Family

Career Stream

Leadership Pipeline

Job Purpose

To administer tax calculations and submissions and to add value to the business to create value for our clients.

Job Responsibilities

• Ensure that agreed dates and standards set by SARS are met by performing a reconciliation of the tax balances, tax register, trial balance and General Ledger accounts.
• Obtain and collate information to complete pre-death, at-date-of-death and post-death taxes.
• Make appointments with SARS and upload supporting documentation to ensure that details are updated with SARS at all times.
• Prepare reconciliation of taxes for review and sign-off by the business by ensuring all work meets the standards for quality, quantity, turnaround times and due dates in line with risk and compliance requirements.
• Maintain data on reporting systems for all clients.
• Remain cost aware and reduce non-value-adding work and waste by reconciling SARS accounts to avoid possible penalties and interest due to SARS.
• Ensure that annual submissions to SARS reconcile and balance back.
• Meet client needs consistently by addressing and resolving all service desk queries either with SARS or eFiling.
• Resolve any outstanding queries and concerns arising from tax-related issues by participating in monthly meetings.
• Build constructive internal relationships and support internal stakeholders from various clusters across the bank on tax compliance issues by advising on the correct treatment of certain payments.
• Ensure that payments are made timeously to SARS by adhering to deadlines and quality standards.
• Perform reconciliation on shares in respect of provision payments to SARS by making use of appropriate resources.

Job Responsibilities Continue

• Ensure compliance with tax law by capturing on eFiling, submitting the return and making payments of the liability according to relevant policies, standards and procedures.
• Ensure compliance with internal controls and take corrective action when necessary for all payments to SARS by conducting a consolidated reconciliation of the various payments.
• Identify and resolve problems by conducting a post-reconciliation of data to ensure that correct payments are made to entities and SARS according to tax periods.
• Keep abreast of legislation and other industry changes that impact the role by reading relevant newsletters and websites and attending sessions.
• Understand and embrace the Nedbank Vision and Values by demonstrating the values through interaction with the team and stakeholders.
• Ensure knowledge management, continuity and team success through constructive participation in a diverse team and sharing knowledge with the team.

Essential Qualifications - NQF Level

Preferred Qualification

• Advanced Diploma or Degree in Accounting and/or Taxation

Minimum Experience Level

• 1–2 years’ tax administrative experience in the financial or banking sector
• Experience with Deceased Estate and Trust taxes is essential

Technical / Professional Knowledge

Behavioural Competencies