Position Reports to: Product and Process Owner: Trusts
Division: Design and Enabling
Location: Head Office
Advert Closing Date: 24 February 2026
About this position
The purpose of the Role to support the Trust Product Division by conducting research and analysis, drafting and implementing recommendations reports, engaging with taxpayers and internal stakeholders, managing teams’ resources, and assisting with filing season and compliance activities for Trusts.
Job Purpose
To provide operational and analytical support in order to manage data quality management.
Minimum Qualification & Experience Required
National Diploma (NQF 6) in Finance and Law AND 2-3 years' experience filing season, trust administration, research, or tax compliance, of which 1-2 years at knowledge worker level.
ALTERNATIVE #
Senior Certificate (NQF 4) AND 5 years’ experience in filing season, trust administration, research, or tax compliance, of which 1-2 years at knowledge worker level.
Job Outputs:
Research and Analysis
- Conduct in-depth research on trust-related matters, including compliance and registration requirements.
- Analyse data and trends to identify risks, opportunities, and areas for improvement.
Reporting and Recommendations
- Draft comprehensive recommendations reports based on research findings.
- Present insights and proposals to managers and relevant stakeholders.
- Implemented recommendations to improve processes and compliance for trusts.
Stakeholder Engagement
- Engage with taxpayers and managers within the registration pillar for trusts.
- Provide guidance and support to ensure accurate and timely trust registration processes.
Team Resource Management
- Manage the trust team shared folder, ensuring proper organization and accessibility
- Consolidate team reports for submission to management.
Filing Season Support
- Assist with filing season activities for trusts, ensuring compliance and timely submissions.
Process
- Accumulate information to review work progress that provides input to reporting, decision making and the identification of improvement opportunities.
- Apply practical and applied knowledge and act authoritatively on methods, systems and procedures to identify trends and potential risks.
- Communication of situational interpretation and judgement of work outputs and queries in area of specialisation.
- Correctly apply policies, practices, standards, procedures and legislation in the delivery of work outputs.
- Draw on own knowledge and experience to diagnose symptoms, causes and possible effects in order to solve emerging problems.
- Initiate process and procedural change, implement the change and provide guidelines and support related to new requirements because of the change.
- Plan for value-added process improvements, initiatives and services to deliver on operational strategy and objectives.
- Execute specialist input through investigation &opportunities within the product process including risk concern.
- Provide specialist input through the investigation of opportunities for operational and process product and risk optimisation.
- Undertake information gathering, research and analyse data within broad guidelines to produce accurate plans & or recommendations for business issues.
- To perform intermediate business analysis using various techniques, e.g. statistical analysis, explanatory and predictive modelling, data mining.
- To design, develop and test medium to complex data analytics solutions like Reports, Dashboards, Analysis, Extracts, Models, etc.
- To identify, analyses and interpret trends and patterns in medium to complex data sets, based on data findings.
- Constantly monitor the integrity and quality of data and processes to identify deficiencies and facilitate improvement.
- Communicate the results of their analysis and findings by using medium to complex data visualisation techniques.
- To ensure the availability of existing data analytics solutions (like reports, etc.) by maintaining them as well as improving them where shortcomings exist.
- To research best practices and supports developing the solutions and recommendations for the current business operations.
- Support ad hoc data requests and contribute to ongoing process improvements.
Governance
- Comply to set governance and compliance procedures and processes related to an area of specialisation and continuously identify and escalate risks.
- Ensure that completed work adhere to relevant policies, procedures, governance and legislative requirements and report on deviations & discrepancies.
People
- Develop and maintain productive working relationships with peers and team members to achieve predefined objectives.
- Search for, integrate and share new knowledge attained through formal and informal learning opportunities in the execution of your job.
Finance
- Adhere to organisational policies and procedures to ensure cost effectiveness and reduction of financial costs.
Client
- Contribute to a culture of service excellence, which builds positive relationships and provides opportunity for feedback and exceptional service.
- Ensure own understanding and adherence to customer service delivery and provide specialist support to meet or exceed customer expectations.
Behavioural competencies
- Analytical Thinking
- Attention to detail
- Communication Skills
- Collaboration
- Adaptability
- Accountability
Technical Competencies
- Business Knowledge
- Data Analysis
- Data Collection and Analysis
- Data Management
- Efficiency Improvement
- Functional Policies and Procedures
- Reporting
Compliance Competency
GOC Confidential
Employment Equity
The Employment Equity policy of SARS will be considered as part of the recruitment and selection process and Persons with Disabilities are encouraged to apply. Successful candidates will be required to undertake an oath of secrecy, pre-employment screening, case study, pre-assessment, psychometric assessment and or vetting, and a declaration of private interest. The appointment is also subject to appropriate reference(s) and security clearance where applicable.