Senior Tax Coordinator at Old Mutual South Africa

Job Description

• This role ensures that Old Mutual Personal Finance meets and maintains its Customer Tax obligations. As a Tax subject matter expert, the successful incumbent will lead a cross-functional team, whose purpose is to ensure: tax compliant processes and systems, timeous implementation of tax changes, and accurate and timeous completion of tax reporting..
• To be successful in the role you must be able to execute through others, collaborate and cultivate a culture of an optimal performing team.

Key focus of the role and responsibilities:

• Provide tax technical advice and recommendation on processes, products, customer queries etc.
• Ensure that tax legislative changes related to customers are timeously implemented
• Interpret and simplify tax requirements; ensure that delivery partners are timeously informed of customer tax changes, and they have delivery plans and operational measures in place.
• Ensure that PF Customer Tax, SARS submissions are accurate, complete and on time.
• Ensure that adequate controls are implemented by business for all customer tax related processes.
• Ensure that process and business changes do not lead to unintended compliance degradation.
• Monitor and review customer tax obligations and adherence to tax legislation, proactively identify, manage potential tax risks, and ensure that management actions are in place to address incidents of non-compliance.
• Provide an up to date coordinated view of the Personal Finance state of Customer Tax compliance.
• Engage and collaborate with group functions (e.g., Group Tax, Legal and Compliance, Finance etc.) to ensure that appropriate solutions for complex customer tax requirements and issues are established.
• Drive, negotiate, and influence collaboration of cross-segment uniformity of customer tax implementations, either at the Management boards or the identified regulatory committees.
• Facilitate internal and external customer tax audits, and ensure that customer tax findings are addressed.
• Ensure that Group Tax, SARS queries and customer complaints are timeously addressed.
• Cultivate a culture of optimal performance, teamwork, and continuous learning.
• Promote tax education and ensure that tax knowledge is maintained across PF’s customer value chain, to improve customer experience and to minimise queries and issues.
• Ensure there are Service Level Agreements between Personal Finance and Delivery Partners, with regards to Customer Tax.

Qualification, Skills, Experience, & Requirements

• Bachelor’s Degree in Business /Commerce studies (Taxation qualification would be advantageous)
• The role is strictly Cape Town based; the successful incumbent must be willing and able to relocate if applicable.
• 5 - 10 years’ experience in employee and 3rd party tax reporting compliance within a financial / insurance services industry
• Knowledge and understanding of South African Tax legislation
• Operations and regulatory/tax implementation experience would be advantageous
• Negotiation and Influencing skills;
• Relationship management skills;
• Stakeholder engagement skills;
• Communication skills (written and verbal)
• Report writing skills
• Systemic thinking
• Attention to detail
• Problem solving
• Action oriented
• Accounting/Tax skills
• Financial acumen skills

Closing Date

03 March 2023