Job Description

9668//Gauteng Northern Suburbs//
R HIGHLY NEGOTIABLE PLUS ANNUAL PERFORMANCE BONUS
Our client follows a disciplined investment approach to protect and grow the wealth of their clients through services such as portfolio management, investment advisory service, stockbroking, derivatives, tax & fiduciary and offshore investments. Their products and services cater for the bespoke needs of High Net Worth (HNW) and Ultra High Net Worth (UHNW) individuals, and legal entities now and for generations to come. They employ over 400 people in total with 23 offices in the UK, Australia, Switzerland, the Cayman Islands and Mauritius. They are committed to excellence and as a result, place strong emphasis on client experience, investment performance and most importantly on developing their people creating both an inspirational and aspirational client centred work environment for their people.
The company 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 R151 billion, they 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 the company, their clients are at the core of everything they do. For this reason, they employ people with passion - individuals who thrive in an entrepreneurial, high-energy environment. The company is part of the group, a leading investment and wealth management business in South Africa, Sub-Saharan Africa, Australia and Europe.
They now seek a senior tax specialist: international to join their team. Great team - all work hard; all clever and great client base to work with and for - superb role.
JOB DESCRIPTION WILL INCLUDE BUT NOT BE LIMITED TO:

• You will be required to establish yourself as a trusted advisor to senior clients on tax matters, including the ability to initiate discussions on new opportunities;
• You will be responsible for drafting of opinions for clients on the tax consequences of offshore structures, as well as other pertinent matters such as foreign estate and succession laws, probate matters, double taxation treaties;
• You will be responsible for liaison with SARS and counsel regarding complex and uncertain tax matters;
• You will be responsible for advising on the implementation of transactions, including:

• Review of financial models;
• South African exchange control provisions and common monetary areas;
• You will be required to review of tax implications of transaction legal documentation;
• You will be responsible for planning assignment approaches including understanding client expectations and scoping work;
• You will be responsible for pro-actively identifying areas of contention, discussing with the engagement team and proposing solutions where possible;
• You will be responsible for timely delivery of various board reports and presentations on complex deals and structuring;
• You will be responsible for complying with risk management procedures;
• You will be responsible for training on technical tax, Excon and international matters;
• You will be responsible for expanding professional network internally and externally;
• You will be responsible for giving sound advice and support to the broader business and stakeholders.

CORE COMPETENCIES REQUIRED, BUT NOT LIMITED TO:

• You have excellent communication (verbal and written) skills;
• You have strong report writing ability;
• You are accurate and have a keen eye for detail;
• You have critical and analytical capability;
• You have the ability to perform well under pressure and show maturity, confidence and resilience;
• You have a proactive approach to work, clients, problem solving;
• You have a learning agility and curiosity;
• You are assertive;
• You have passionate ownership for results;
• You have a high level of integrity.

CORE QUALIFICATIONS AND EXPERIENCE:

• You have a M.Com (taxation), LLB, LLM (tax law), HDip (tax and international tax) or M.Com (taxation), B.Compt, CA(SA), or a minimum of 8 years current, relevant experience in a tax specialist role, preferably within a global environment;
• You have STEP membership;
• You have strong academic record;
• You are a SARS registered tax practitioner;
• You have knowledge of major jurisdictions tax and inheritance tax laws;
• You have strong research skills on complex tax issues;
• You have knowledge of regulatory reporting in the financial services industry;
• You are able to collaborate and communicate on senior stakeholder level.

You are friendly, have a positive disposition and hard working. You are a subject matter expert and will be able to slot in with ease.