Portia Mofokeng
Tax Manager
Sandton
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
22
22
years of professional experience
1
1
year of post-secondary education
Work History
Tax Manager
Centner Levine And Company
03.2020 - Current
- To approve and finalize tax computations for individuals, Trusts as well as companies.
- Render advisory service to taxpayers.
- To attend to more complex queries raised by clients finalize all the Vat and PAYE queries raised by my clients.
- To object and appeal on behalf of my clients, and to make sure that I have all the relevant information from them.
- To make sure that all my junior tax administrators’ time is accounted for by keeping production statistics up to date.
- To constantly devise plans to ensure that the tax department is run smoothly, by holding staff meetings once a week to tackle any problem that might hinder the productivity of the tax department
- Ensuring that we receive management reports from all our provisional tax payers before their provs are due.
- Keep abreast of changes in tax legislation and keeping my updated with these changes
- Reporting to the company CEO on the progress of the tax department, and showing him all the monthly billings done by my department.
Senior Tax Consultant
Grant Thornton Advisory Services
3 2008 - 4 2020
- To finalize tax computations for high net worth individuals, expatriates, IT14s and Trusts
- IT14SD compilation and submission Withholding tax payments and submission VAT return calculations and submissions EMP201 submissions Differed tax calculations Render advisory service to clients
- To lodge formal objections against incorrect assessments on behalf of my clients, Collating relevant tax documents/information from my clients
- Ensuring that all provisional returns are filed timeously with SARS thus ensuring any imposition of penalties for late submission or underestimation of tax is averted
- Keeping abreast of changes in tax legislation and keeping my updated with these changes Applying for tax directives and tax clearances(Foreign Investment Allowance & Good Standing) Liaising with the audit department Ensuring that the DTA rules are upheld for all the clients who emigrate Applying for paragraph 19(3) letters on behalf of my clients Estates matters Registered Tax Practitioner, I am thus compelled to ensure that I am always compliant with the relevant TP body, this entails constantly attending tax trainings and workshops and writing relevant tests Completing share portfolios for CGT purposes, for clients disposing off their relevant assets
- Ensuring that my WIP report is updated Billings
Tax Consultant
MAZARS
03.2007 - 02.2008
- To finalize tax computations for individuals, Trusts as well as companies
- Render advisory service to clients
- STC calculations To object on behalf of my clients, and to make sure that I have all the relevant information from them
- Keep abreast of changes in tax legislation and keeping myself updated with these changes Applying for tax directives and tax clearances Assisting clients with structuring their Salaries PAYE reconciliations Calculating provisional estimates Extrapolating information from management reports for correct provisional estimates for all companies VAT & PAYE registrations
Team Member(Assessment)
South African Revenue Services ( SARS )
05.2004 - 09.2007
- To examine & resolve discrepancies on income tax returns in error status in a fast and accurate manner
- Render advisory service to taxpayers To correctly identify pre-assessment returns requiring a refund check for referral to refund screening To keep production statistics up to date
- Finalize revised assessments
- To capture tax returns for individuals, trusts and companies correctly, this entails calculating lump sum incomes and farming incomes.
Team Member Estates Department
South African Revenue Services ( SARS )
09.2002 - 04.2004
- To ensure that the taxpayer has the correct status on the system
- To make sure that I get all the relevant documentation from the Executers of the Estate
- Interact with Taxpayers, Accountants, Attorneys and conveyances with regards to payments and assessments
- To provide an excellent client service to all clients.
Education
ADVANCED TAXATION -
Pochefstroom University
01.2005 - 04.2006
Cost And Management Accounting -
Vaal University of Technology
undefined
VTC
Skills
Personal Information
Driving License: Code 8
References
- Dylan Buttrix, Tax Director, Mazars Auditors, 011 547 4000
- Herco Kriel, Audit Manager, Mazars Auditors, 011 475 8611
- Thokoza Mzantsi, Team leader/SARS Branch Manager, Audiance, 011 271 9068 / 083 452 4944
Training
- Customer Services: Delight the Customer
- Stress Management
- Conflict Management
- Customer Services: Positive People Performing
- Presentation Skills
- Change Management
- Accfin software
- Cqs timeware
- Cqs taxware
- SARS Efiling
- ETIME
- Employment Equity
Timeline
Tax Manager
Centner Levine And Company
03.2020 - Current
Tax Consultant
MAZARS
03.2007 - 02.2008
ADVANCED TAXATION -
Pochefstroom University
01.2005 - 04.2006
Team Member(Assessment)
South African Revenue Services ( SARS )
05.2004 - 09.2007
Team Member Estates Department
South African Revenue Services ( SARS )
09.2002 - 04.2004
Senior Tax Consultant
Grant Thornton Advisory Services
3 2008 - 4 2020
Cost And Management Accounting -
Vaal University of Technology
undefined
VTC
Similar Profiles
KIMBERLY JACKSONKIMBERLY JACKSON
Customer Service Specialist at TED LEVINE DRUM COMPANYCustomer Service Specialist at TED LEVINE DRUM COMPANY
Katrina PeartKatrina Peart
Licensed Esthetician at Centner Wellness and SpaLicensed Esthetician at Centner Wellness and Spa
Katherina JerakKatherina Jerak
Front Desk Coordinator at Centner Academy - Preschool CampusFront Desk Coordinator at Centner Academy - Preschool Campus