Sanlam Group
Key Responsibilities
Responsible for providing a tax compliance service to individual, trust, estate and company portfolio clients of Sanlam Private Wealth. The role is key to securing and retaining the managed share portfolios of the Portfolio Management team.
What will you do?
Accurately compute, complete and submit provisional tax returns
Arrange provisional tax payments
Accurately compute, complete and submit annual tax returns
Arrange assessed tax payments
Check income tax assessments
Lodge objections
Correspond with clients and SARS
Resolve client and SARS queries within the legislated timeframes
Obtain tax clearances
Attend to cessation of tax residency mattes
Keep abreast of applicable legislation
Accurately and timeously maintain records relating to tax clients, including filing
Arrange for the recovery of fees relating to tax work undertaken
Contribute to internal and client communications
Consolidate and grow the tax book
What will make you successful in this role?
Willingness to learn
Client focus – building strong relationships with clients and colleagues
Collaboration – working inclusively with others
Resilience – working to deadlines and under pressure
Fluency in English and Afrikaans
Excellent written English
Qualification and experience
Relevant post graduate qualification
Registration as a tax practitioner in good standing
Five or more years’ experience in a similar role where work was undertaken independently and without assistance
A proven track-record
Knowledge and skills
Analytical and numerical skills
Computer literacy: proficiency in Word, Excel and the SARS NITS system and income tax software
Excellent knowledge of tax law principles
Planning and alignment – planning and prioritizing work to meet commitments aligned to the goals of the business
Accountability – holding self and others accountable to meet commitments
Personal qualities
Learning agility and curiosity
Strong numerical orientation
Accurate and detail orientated
Ability to perform well under pressure and show maturity, confidence and resilience
Excellent listening, communication and interpersonal skills
Pro-active approach to work, clients and problem solving
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