Tax Query Management Specialist

3 weeks ago

Cape Town, South Africa Tracking Talent: a WilsonHCG Company Full time

A growing South African Investment Management company is seeking a Tax Query Management Specialist to join their investment company group. The role will be to assist in the day-to-day tax reporting and analysis related to tax matters and help with improving the processes and user experience. Assist with SARS audit requirements: as well as SARS audit queries. Recommend solutions to business stakeholders to resolve tax issues. Consult and engage with relevant individuals during the analysis and clean-up process to gain sufficient information to perform the clean-up pertaining tax data.

**Qualifications & Experience**:

- B Comm degree or an equivalent qualification
- Minimum of 5 years’ experience in Financial Services Industry (with 3 years CIS environment, with experience in the Tax, and or CIS Regulatory reporting arena
- Technical Competencies
- Ability to understand business and technical processes across front and back-office capabilities

**Duties & Responsibilities**:

- Meet all tax regulatory reporting deadlines which will be included in the annual TAX Project Plan
- Assist in the Redesign & implementation of an improved operation processes pertaining tax and SARS reporting
- Be the SME on matters pertaining the impact of Distributions, e.g., when errors do occur and what to be aware of when fixing these i.e., CGT, re-reporting to SARS etc. Provide guidance /feedback on Distribution queries to different pricing houses on behalf of Fund Operations.
- Deal with intricate tax/income queries/CGT and WHT queries and complaints from clients
- Be the SME for the IT3, DWT and WHT tax reporting to SARS, special rules for nonvanilla Tax reporting, performing the review and sign-off on the annual and bi-annual IT3 submission files as well as interacting and handling any queries with the various service providers
- SME for SARS’ Automatic Exchange of Information (this includes FATCA and CRS reporting) as well as C23 reporting
- Be SME on the Namibian as well as the Botswana withholding taxes (insofar it is applicable to Namibian and Botswana funds administered by the business)
- Assist with C23 mapping, business requirements and clean up as required
- Recommends solutions to business stakeholders to resolve tax issues
- Identify & make suggestions to address root cause of poor data quality and log system requirement suggestions
- Resolve root cause of incidents and audit finding pertaining tax actions as per process timelines
- Assist to drive implementation of enhanced controls for internal control failures (as identified through incident reports, backdate reports and client complaints) within 30 days after control failure was initially identified
- Ensure that all actions for tax matters are documented and loaded on Blueprint, and reviewed annually
- Assist to Improve data integrity impacting tax matters
- both from the back end and front-end by providing mitigation actions/ suggestions to Business
- Consult and engage with relevant individuals during the analysis and clean-up process to gain sufficient information pertaining tax issues
- Maintain the TAX Project Plan accordingly
- Give regular feedback to Risk and Regulatory Manager regarding targets, statistics, and all tasks
- Ensure Compliance to all regulatory requirements
- Manage tax matters pertaining all changes to existing / new legislative requirements
- Assist with to Identify, unpack, and engage with various stakeholders of TAX data integrity to ensure the business readiness of regulatory changes
- Assist team members with training and guidance re tax matters to perform their daily tasks
- Provide input into and participate in Group forums and forums and feedback to team accordingly
- Perform Onboarding data clean ups re tax or as requested
- Identify tax training gaps in BAU and engage with team leaders in this regard
- Assist with providing source information for training material, review training programme and training material timeously
- Provide monthly and quarterly regulatory reports as required by the Regulatory and Risk manager, COO and EXCO
- Assist Regulatory and Risk manager/ COO with Ad hoc analysis and investigations needed pertaining data and tax
- Participate in business/ system requirements for Quality requirements changes and propose required changes to systems, reports, and processes
- Ensure all tasks are completed timeously, and escalate to Regulatory and Risk manager as required
- Develop an understanding of the instruction management process to identify potential incorrect or suspicious transactions
- Adherence to all governance, legislative and regulatory requirements
- Reporting direct to the Regulatory and Risk Manager, and provide input on areas of responsibility

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