Job Description

Overview

We are seeking a junior to mid-level Tax Analyst who is passionate about helping individuals navigate their personal income tax claims. In this role, you'll work on real client cases, reviewing tax data and supporting the preparation and follow-up of tax credit applications, deductions and personal claims. If you enjoy investigating tax scenarios, helping people unlock eligible tax benefits and working with systems that improve efficiency, this could be a great fit for you.

This is an entry point into the fast-growing world of tech-enabled tax services, with strong growth potential for individuals eager to learn and build experience across multiple countries (South Africa, Canada, UK, US and others).

Key Responsibilities:

Review individual tax profiles to identify missing filings, refund opportunities and eligible credits or deductions. Prepare and support the submission of personal income tax claims. Research and apply relevant tax rules to each case, ensuring claims are compliant, complete and accurate. Assist in updating case records, logging outcomes and CRM. Collaborate with internal teams to escalate unusual or complex cases. Keep up to date with changes to personal tax credit programs and thresholds (e.g. Disability Tax Credit, medical deductions, tuition claims, etc.).

Experience & Qualification:

1-3 years experience working in personal income tax, tax support or tax advisory (PIT focus). Basic understanding of tax return components, common credits and refund claim processes. Comfortable working with case management systems or willing to learn. Excellent attention to detail and a strong sense of accountability for your work. Able to work independently on repetitive casework while escalating issues appropriately. Strong communication skills, both written and verbal - especially when explaining tax issues to clients. Experience in a tax preparation firm or processing high volumes of tax claims. Familiarity with tax rules in Canada, UK, or US in addition to South Africa. Previous exposure to CRM tools, digital tax software or customer support systems. Ability to work in office from 3 PM -12 AM
Job Type: Full-time

Work Location: In person