Key responsibilities Open and maintain electronic estate files and capture new instructions, executor details, dates and outstanding items on approved systems. Draft and collate powers of attorney, mandates, client requests and SARS documentation for checking and signature by authorised persons. Request letters of executorship, death certificates, identification, proof of address, banking details and other onboarding documents; monitor missing or expiring documents. Assist with eFiling access requests, registered representative (RR) updates, estate coding and SARS appointment bookings under instruction; track OTP requirements and outcomes. Obtain and file IRP5s, IT3 certificates, medical aid and retirement annuity certificates, bank statements, investment schedules and asset valuations as requested. Maintain document trackers, appointment logs, SARS case numbers and written follow-ups; highlight delays or missing documents to the Administrator/management. Assist with uploading authorised documents and assembling tax packs; maintain confidential, accurately named and audit-ready digital records. Minimum requirements and competencies Matric; confident Word, Excel, Outlook and electronic filing skills. Previous tax/deceased-estate experience is advantageous but not essential; training provided. Reliable communication, accuracy, organisation and confidentiality. Key performance indicators New instructions captured and initial document requests issued within 1-2 business days of allocation. Correctly prepared mandates and complete supporting-document checklists, with limited rework. Trackers and follow-ups kept current; access obstacles and overdue items escalated promptly. No unauthorised tax return preparation, approval or final submission. Reporting and authority Reports to the allocated Deceased Estates Tax Administrator / operational management; overall accountability to the Head of Deceased Estates Tax & Operations.