Client Investment Tax Lead — Data-Driven Tax & Compliance

The Recruitment Council; Pretoria; On-site; ZAR 800 000 - 1 000 000; Full time

Job summary

A leading financial services firm is seeking a highly analytical Client Investment Tax Lead to ensure data integrity and tax reporting accuracy across multiple platforms. Responsibilities include overseeing client tax reporting, developing test plans for tax reports, and conducting quality monitoring. Candidates should hold a BCom Accounting or equivalent and have experience in tax reporting and financial products. The role requires a proactive and detail-oriented approach, with strong data analysis and SQL proficiency.

Qualifications

• BCom Accounting or equivalent qualification is required.
• HDip Tax or Postgraduate Tax qualification is required.
• Experience in tax reporting and solid knowledge of financial products.

Responsibilities

• Drive data integrity and tax reporting accuracy.
• Support Operations and Tax teams with accurate client tax reporting.
• Develop comprehensive test plans for tax reports.
• Conduct continuous data quality monitoring and remediation.

Skills

Analytical skills

Data analysis

Knowledge of tax regulations

Proficiency in SQL

Advanced Excel skills

Education

BCom Accounting or equivalent

HDip Tax or Postgraduate Tax qualification

Job description

A leading financial services firm is seeking a highly analytical Client Investment Tax Lead to ensure data integrity and tax reporting accuracy across multiple platforms. Responsibilities include overseeing client tax reporting, developing test plans for tax reports, and conducting quality monitoring. Candidates should hold a BCom Accounting or equivalent and have experience in tax reporting and financial products. The role requires a proactive and detail-oriented approach, with strong data analysis and SQL proficiency.