Felicity Marks Email & Phone Number

Sandton, Gauteng

With offices in Sandton and the West Rand, Watermans assists businesses of all sizes with taxation, accounting services, business advice, payroll and auditing. www.watermans.co.za KEY PERFORMANCE AREAS As Head of the Tax Department, responsible for the income tax profiles of individuals, companies, trusts, and close corporations. Managed 4 direct reports: Tax Consultant, Tax Administrator, Office Manager and Financial Statements Officer.Finance and Banking Supervised… Show more With offices in Sandton and the West Rand, Watermans assists businesses of all sizes with taxation, accounting services, business advice, payroll and auditing. www.watermans.co.za KEY PERFORMANCE AREAS As Head of the Tax Department, responsible for the income tax profiles of individuals, companies, trusts, and close corporations. Managed 4 direct reports: Tax Consultant, Tax Administrator, Office Manager and Financial Statements Officer.Finance and Banking Supervised client billing and followed up with debtors on a regular basis. Evaluated the Work in Progress report with the Office Manager and scheduled invoicing.Tax Completed and submitted income tax returns for all entities, companies, close corporations, trusts and individuals on either Taxware or e-filing. Calculated and submitted provisional tax returns for all tax clients. Performed capital gains tax calculations for individuals, trusts and companies. Facilitated Trust planning. Reviewed and approved assessments received from SARS. Completed and submitted verifications. Prepared objections and appeals against incorrect assessments raised by SARS. Liaised with SARS via the call centre, PCC and SARS website for appointments. Prepared applications for tax clearance certificates, income tax directives, foreign tax clearance certificates and tax registrations (Import and Export, VAT, PAYE/SDL/UIF and income tax registration). Submitted VAT and PAYE returns for entities. Completed applications, submitted and finalised VDP (Voluntary Disclosure Programmes) and SVDPs. Completed Dividends tax returns (DTR01 and DTR02).ACCOMPLISHMENTS Appointed as a Director in Watermans Tax (Pty) Ltd in March 2018. Became a shareholder in Watermans Tax (Pty) Ltd in August 2019. Consistently met all deadlines for SARS and tax submissions. Delivered outstanding results by going the extra mile, working overtime whenever needed and always being available to clients. Show less

City Of Johannesburg, Gauteng, South Africa

Key Performance Areas Reported to the main audit Partner CA(SA). Involved in numerous audits for companies, trusts and close corporations (entrusted with managing audits alone during 2013). Consolidated financial statements for the 2012 year of assessment and 2013 year of assessment for a large client at Rabie Deysel. Gained experience in the following industries: Attorneys Automotive companies Engineering Investment firms Metal… Show more Key Performance Areas Reported to the main audit Partner CA(SA). Involved in numerous audits for companies, trusts and close corporations (entrusted with managing audits alone during 2013). Consolidated financial statements for the 2012 year of assessment and 2013 year of assessment for a large client at Rabie Deysel. Gained experience in the following industries: Attorneys Automotive companies Engineering Investment firms Metal industry Non-profit organisations Property development Property holdings Retail companies SchoolsACCOMPLISHMENTS Received consistently positive feedback from clients and audit partners.“Felicity worked as an audit clerk directly under me and my experience with regard to her work ethic is that she was punctual and always willing to work extra hours to meet deadlines. She applied theoretical knowledge to practical situations and was eager to learn. Felicity conducted herself professionally at all times and was always willing to assist others.”Extract from letter written by Andre van Zyl CA(SA) / RAAudit Partner, Rabie Dysel Inc. Show less

Bachelor Of Commerce (Bcom), (Honours) Specialization In Taxation

Bachelor Of Commerce (Bcom), Accounting

Post-Graduate Diploma In Tax Law