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Since our establishment in 1918, Sanlam has been a prominent part of the South African business landscape. We have always held a long-term view of how business adapts to the demands of the environment in which it operates. Today, in a dynamic world, we see an evolving set of social, economic, political and environmental imperatives that require our skilfu...
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Key responsibilities
Responsible for providing a tax compliance service to individual, trust, estate and company portfolio clients of Sanlam Private Wealth, Sandton, and Pretoria. 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
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
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
Client focus – building strong relationships with clients and colleagues
Collaborates – working inclusively with others
Resilient – working to deadlines and under pressure
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
Self-motivated, proactive, taking ownership of problems until they are resolved.
Highly organized with a high level of customer focus
Excellent time management
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, problem solving
Learning agility and curiosity
Assertive
Passionate ownership for results
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