Tax Associate (Private Wealth) at PricewaterhouseCoopers (PwC)

Job Description & Summary

A career within People and Organisation services, will provide you with the opportunity to help our clients reset their talent strategies and deliver extraordinary business results through their people. We focus on evaluating and managing their unique challenges so our clients can maximise their return on the overall investment in human capital. You’ll gain a tremendous depth of expertise in all aspects of human capital, including creating sustainable value through people culture and change, designing compensation and retirement strategies, and improving human capital operations.

To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.

As an Associate, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to:

• Invite and give in the moment feedback in a constructive manner.
• Share and collaborate effectively with others.
• Identify and make suggestions for improvements when problems and/or opportunities arise.
• Handle, manipulate and analyse data and information responsibly.
• Follow risk management and compliance procedures.
• Keep up-to-date with developments in area of specialism.
• Communicate confidently in a clear, concise and articulate manner - verbally and in the materials I produce.
• Build and maintain an internal and external network.
• Seek opportunities to learn about how PwC works as a global network of firms.
• Uphold the firm's code of ethics and business conduct.

JOB PURPOSE

• Responsible for preparation of personal income & provisional tax returns. Review of correspondence from SARS.

PRINCIPAL ACCOUNTABILITIES

• Administration of individual clients whilst ensuring that the clients are well maintained and necessary KPI’s are being met.
• Providing regular reporting and feedback to team leaders on compliance statistics.
• Establishing and maintaining relationships with clients as well as engagement teams.
• Ensuring that individual client’s annual and provisional tax returns are accurately prepared.
• Verification of income tax assessments and objection to incorrect tax assessments whilst ensuring that SARS timelines are being met.
• Ensuring that prompt and accurate responses are prepared to SARS requests and correspondence
• Keeping abreast with changes in tax legislation, as well as SARS policy and procedures.

FINANCIAL

• Providing tax services to approximately 150 clients.

STAFF

• No direct management responsibility of staff

MINIMUM QUALIFICATIONS

• Tertiary qualification in Accounting
• Self-motivation
• Positive attitude
• Ability to meet deadlines

EXPERIENCE

• Must have requirement, at least 3 years’ experience in similar environment.

KEY KNOWLEDGE & SKILLS

• Sound knowledge of personal income tax
• Excellent inter-personal skills
• Team-oriented
• Comfortable with direct client interaction.
• Strong written and verbal communication skills