Job Description

This is a brilliant opportunity for an Operations Lead in the wealth management or LISP space to take complete ownership of investment tax reporting processes for South Africa's most prestigious wealth management company.
This Operations Lead role is Cape Town-based with a CTC of R1,3 million per annum.
THE COMPANY
This company is the leader in the South African wealth management industry, known for its operational excellence & client-centric innovation. With over R100 billion in assets under management, they combine institutional-grade investment processes with cutting-edge technology to deliver tailored wealth solutions for high-net-worth individuals. In a highly regulated industry, their cutting-edge financial processes and modern platform capabilities set them apart from competitors.
THE ROLE
As Operations Lead, you will be responsible for driving the design and execution of investment tax reporting processes across the company's LISP, offshore funds, and private client platforms-with a core focus on building robust data testing frameworks that ensure tax reporting accuracy.
You will lead the development of data validation protocols, run systematic testing of IT3(b), IT3(c), IRP5, and CGT outputs, and proactively detect anomalies in tax-related data. Working closely with platform operations, tax specialists, and developers, you'll design test plans, validate complex corporate action processing, and oversee the remediation of data integrity issues across multiple reporting regimes.
In addition, you will own compliance deliverables including FATCA, CRS, and U.S. QI (1042-S/1099) filings, ensuring upstream data quality supports regulatory accuracy.
REQUIREMENTS
BCom accounting, finance, investment, or a related field
Extensive investment tax reporting experience, including IT3(b), IT3(c), IRP5, CGT, FATCA, CRS, and QI filings
LISP products & underlying tax structures (RAs, LAs, endowments, discretionary investments, etc)
Strong data testing skills designing & executing test plans, identifying anomalies, and ensuring end-to-end data integrity
SQL & advanced Excel knowledge