Client Investment Tax Lead - Data & Compliance Expert

The Recruitment Council; Sandton, Pretoria; On-site; ZAR 600 000 - 800 000; Full time

Job summary

A leading financial services firm is looking for a Client Investment Tax Lead to ensure data integrity, tax reporting accuracy, and compliance. The role involves overseeing tax reporting for clients, managing compliance, and working with operations and technology teams. Candidates should have a BCom in Accounting and a strong understanding of financial products and tax regulations. This position is based in Sandton, Gauteng.

Qualifications

• Solid understanding of LISP products and financial instruments.
• Strong knowledge of tax regulations and accounting principles.
• Experience in tax reporting like IT3, PAYE, FATCA, CRS.

Responsibilities

• Support tax teams in accurate client tax reporting.
• Oversee tax deduction calculations for share portfolios.
• Manage IRS Qualified Intermediary compliance.

Skills

Tax reporting

Data analysis

Attention to detail

Understanding of financial products

Education

BCom Accounting or equivalent

HDip Tax or Postgraduate Tax qualification

Tools

SQL

Advanced Excel

Job description

A leading financial services firm is looking for a Client Investment Tax Lead to ensure data integrity, tax reporting accuracy, and compliance. The role involves overseeing tax reporting for clients, managing compliance, and working with operations and technology teams. Candidates should have a BCom in Accounting and a strong understanding of financial products and tax regulations. This position is based in Sandton, Gauteng.