Tax Administrator at Sanlam Group

Overview

• Responsible for providing a tax compliance service to a high net worth portfolio of clients of Sanlam Private Wealth. The role is key to securing and retaining the managed share portfolios of the Portfolio Management team. Some book build will be required.

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?
• Building strong relationships with clients and colleagues
• Collaboration
• Planning and prioritizing work to meet commitments, aligned to the goals of the business

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
• Fluency in English and Afrikaans

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
• Excellent written and verbal skills

Personal qualities

• Strong numerical orientation
• Highly organized with a high level of customer focus
• Accurate and detail orientated
• Critical and analytical capability
• Ability to perform well under pressure and show maturity, confidence and resilience
• Excellent listening, communication and interpersonal skills
• Pro-Active approach to work, clients, problem solving
• Learning agility and curiosity
• Assertive
• Passionate ownership for results