Job Description

Who are we?
Sanlam Private Wealth crafts customised investment portfolios for high net worth private clients, charitable institutions, trusts and corporate entities.
With assets under management and administration of more than R240 billion, we offer a comprehensive and integrated suite of wealth management solutions. These include equity, retirement and offshore investment portfolios, fiduciary and tax services, an equity-backed finance offering, a global stockbroking service and derivatives trading.
At Sanlam Private Wealth, our clients are at the core of everything we do. For this reason, we employ people with passion - individuals who thrive in an entrepreneurial, high-energy environment.
Sanlam Private Wealth is part of the Sanlam Investment Group - the largest, most diversified investment firm in South Africa, with a growing footprint on the African continent and in India.
Purpose of the role
Reporting directly to the Head of Operations of Sanlam Private Wealth, you will own the day-to-day running of all client and certain organisational tax reporting processes. The position will work closely with Group Tax, external advisors / vendors as well as client facing staff within the business. While the primary focus of the position is Tax, there is a key influence on other areas such as client onboarding, projects, wider client reporting and an integration with the operational IT processes.
What will you do?
Strategy, Vision and Leadership

• Oversee strategic objectives with regards to all clients and select organisational tax reporting deliverables within the business
• Drive improvement in existing tax infrastructure, outputs and processes
• Ensure that SPW remains abreast of all tax reporting obligations to SARS and otherwise

Operations

• Assess current organisational structure of the department and facilitate improvements in tax reporting delivery
• Ensure on-time delivery of tax reporting obligations for clients (Second Provisional and Final Tax Statements), SARS (IT3B, IT3C, FATCA & CRS, STT and DWT), and the U.S. Revenue Authority (1099 and 1042)
• Preparation, communication and monitoring of budgetary targets

Project Consulting & Technical Support

• Subject matter expert on all matters affecting tax reporting through providing technical expertise and guidance as required from client facing staff
• Provide insight on projects which may affect the tax operational requirements

System Efficiency & Improvement:

• Lead efforts to enhance reporting systems through:

• Root cause analysis and ensuring that corrective actions are applied across all downstream systems and reporting functions
• Implementing quick-win process improvements to boost team efficiency
• Coordinate external vendors and internal tech teams during system upgrades
• Ensure tax reporting software is regularly updated to comply with new legislation and regulatory changes

Control and risk management

• Upgrade and implement appropriate system of policies, procedures, and internal controls to address department specific risks
• Ensure the design, implementation, and monitoring of controls impacting tax reporting outputs and overall tax risk management are adequate and compliant
• Guide the creation of standard operating procedures and training material

People Management

• Build and lead an effective and cohesive tax reporting team
• In consultation with HR implement effective people management practices
• Performance management of staff

Qualification and experience

• Qualified Chartered Accountant with trainee internship at either of the big 4 audit firms (PwC, E&Y, Delloitte, KPMG)
• Audit / other experience on listed clients, preferably in the Financial Services industry
• Strong academic performance in tax-related subjects

Knowledge and skills

• Excellent written and verbal communication skills
• In-depth knowledge of internal control concepts, preferably in a financial services context
• Collaboration - experience in working inclusively with others / in a team context
• Resilience - demonstrated experience in meeting deadlines under pressure
• Excellent analytical and numerical skills
• Very proficient in using Microsoft Office Suite, specifically Excel and similar applications

Personal qualities

• Highly motivated, proactive, taking ownership of problems until they are resolved
• Highly organized with a high level of customer focus
• Excellent time management
• Accuracy and detail orientated
• Ability to perform well under pressure and show maturity, confidence and resilience in challenging environments
• Excellent listening, communication and interpersonal skills
• Pro-Active and innovative approach to work, clients and problem-solving
• Learning agility and curiosity
• Assertive
• Passionate ownership for results

Build a successful career with us
We're all about building strong, lasting relationships with our employees. We know that you have hopes for your future - your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its business clusters - Sanlam Personal Finance, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate Santam, Miway, as well as the Group Office - the group provides many opportunities for growth and development.
Turnaround time
The shortlisting process will only start once the application due date has been reached.

• To be considered for the above opportunity please upload your detailed CV on or before 29 August 2025
• Please note that if you are not contacted within 2 weeks after the closing date your application has been unsuccessful

Our commitment to transformation
The Sanlam Group is committed to transformation and embracing diversity and our employment equity plan and targets will be considered as part of the recruitment process. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society as well as people with disabilities.