Client Investment Tax Lead

2 weeks ago

Cape Town, South Africa The Recruitment Council Full time

A leading financial services firm is seeking a highly analytical and detail-oriented Client Investment Tax Lead to drive data integrity, tax reporting accuracy, and compliance across multiple investment platforms. This role plays a key part in designing and executing data quality controls and ensuring timely and accurate tax submissions across both in-house and outsourced platforms.Key Responsibilities:Client and Product Tax Oversight:Support the Operations and Tax teams in ensuring accurate client tax reporting, including IT3 reporting, withholding tax, PAYE, and life company five-fund tax.Develop and execute comprehensive test plans for tax reports such as:IT3(b), IT3(c)IRP5 and IT3(a) (payroll-related)Conduct continuous monitoring of data for quality issues, escalating and driving remediation within operational teams.Review business rules, forms, and system inputs to ensure alignment with tax reporting requirements.Oversee and test PAYE calculations and payroll submissions for Living Annuity income.Validate SARS directive deductions and ensure proper payroll reporting.Review and test:Capital gains/losses calculationsComplex corporate actionsFalse disposal cases (e.g., fund class switches, transfers)Fund income distributions and dividendsEndowment and Sinking Fund Tax Reviews:Oversee tax deduction calculations for share portfolios (PSPs) in endowment structures.Review and test capital gains tax calculations and end-of-year adjustments.Assist in testing system changes impacting client and five-fund tax.Offshore Platform Tax Compliance (PWP):Manage IRS Qualified Intermediary (QI) compliance including:1042, 1042-S, and 1099 filingsWithholding tax testing and validationData collation and submissions (in collaboration with Guernsey)FATCA & CRS Compliance:Develop and implement a FATCA/CRS data testing programme.Identify and remediate data issues with operations teams.Submit accurate FATCA/CRS reports to SARS and Guernsey (via IGOR system).Requirements:Qualifications:BCom Accounting or equivalent.HDip Tax or Postgraduate Tax qualification.Experience & Competencies:Solid understanding of financial products, including:LISP products: discretionary investments, RAs, living annuities, preservation funds, TFSA, endowment policiesFinancial instruments: unit trusts, ETFs, direct sharesStrong knowledge of tax regulations and accounting principlesExperience in tax reporting (IT3, PAYE, FATCA, CRS, IRS QI)Proficient in data analysis and testing:SQL and advanced ExcelAble to design test scenarios, identify anomalies, and resolve data issuesExperience with outsourced platforms (e.g., Peresec) and international filings is a plus

  • Client Investment Tax Lead

    6 days ago

    Cape Town, South Africa The Hiring House Full time

    Key responsibilities Product and client tax - Drive the compilation and execution on the test plans to ensure accuracy of tax calculations and reports IT3(b), (c) and payroll IRP5, IT3(a) - Ongoing monitoring of data for data quality issues and push-back to the operation for remediation - Review of the business rules, forms, processes and systems to ensure...

  • Client Investment Tax Lead

    5 days ago

    Cape Town, South Africa The Legends Agency Full time

    Workplace modelOn-site, Claremont, Cape Town or Gauteng. Reporting toManaging Director PAS and Head PCSRole purposeWorks with the following operational areas to implement and drive continual data testing and cleaning initiatives and to drive data quality discipline in the organisationLISP platform (PAS)PWP offshore shares and funds platformPrivate client...

  • Data And Tax Lead

    4 weeks ago

    Cape Town, South Africa On Point Hr & Talent Solutions Full time

    OPERATIONS DATA AND TAX LEAD Location : Claremont, Cape Town Finance and Tax Specialist in Asset Management / Wealth Management with Offshore exp, and IT / Data automation skills The primary objectives are to : Implement a data testing and monitoring programme Detect, prevent, and remediate operational and reporting errors. Drive data clean-up and fixes....

  • Tax Analyst

    2 weeks ago

    Cape Town, South Africa CapitalH Full time

    Our client is a well-established South African boutique investment administration service provider, founded and led by its original members. They specialise in servicing institutional investors, both local and international, and currently administer assets totaling approximately R2 trillion.We are recruiting a Tax Analyst to join this dynamic team. This role...

  • Finance Graduate

    5 days ago

    Cape Town, South Africa deVere Investment Full time

    EXCLUSIVE AND UNIQUE OPPORTUNITY TO TRAIN IN INVESTMENT BANKING LOCATED IN MAURITIUS The deVere Group of companies is one of the world’s leading independent financial institutions offering clients across the globe the powerful combination of personal financial advice and innovative digital solutions. Founded in 2002 and now comprising of 97 different...

  • Operations - Tax and Data Lead (Claremont)

    1 week ago

    Cape Town, Western Cape, South Africa On Point HR & Talent Solutions Full time R900 000 - R1 200 000 per year

    OPERATIONS DATA AND TAX LEADLocation: Claremont, Cape TownFinance and Tax Specialist in Asset Management/Wealth Management with Offshore exp, and IT/Data automation skillsThe primary objectives are to:· Implement a data testing and monitoring programme· Detect, prevent, and remediate operational and reporting errors.· Drive data clean-up and fixes.·...

  • Tax Lead

    1 week ago

    Cape Town, South Africa Mass Staffing Projects Full time

    **Job Information** - Location- Tax Jobs in Cape Town- Salary- Market related- Job Type- Permanent- Education- CA (SA)- Experience- 4 - 6 years experience- Reference- 111122FJOTL03- - finance.jobs(at)staffingprojects.co.za- Fax- 0865728847A well renowned financial services company is urgently looking for senior Tax Professional based in Cape Town to join...

  • Senior Tax Advisor, Africa Infra

    19 hours ago

    Cape Town, South Africa Old Mutual Full time

    A leading investment management firm in South Africa is seeking a Senior Tax Advisor. In this role, you will manage tax risks and provide strategic input on transactions for various funds. Candidates must have extensive experience in Africa and international tax, as well as expertise in private equity. The position requires strong technical skills and the...

  • Investment Consultant

    1 week ago

    Cape Town, South Africa Pure Placements on behalf of client Full time

    Salary R15 000 - R20 000 basic + commission + medical aid + pension **The Employer**: Our client is a leading commission free online investment platform; they are committed to transparency and safety. Clients’ deposits are kept in segregated and safe accounts. There are no hidden fees or charges. They offer an exceptional array of investment assets under...

  • Senior Tax Administrator

    2 days ago

    Cape Town, South Africa Macdonald & Company Full time

    Our client is a leading property investment holding company listed on the JSE. They boast an impressive multi-billion premier office, industrial and retail portfolio having invested in prime nodes spread across South Africa. They are seeking a deadline-driven, meticulous **Senior Tax Administrator** to perform tax related functions in support of the Group...