Cross Border Tax and Fiduciary Advisor (Pretoria)

Investec; Pretoria; On-site; ZAR 800 000 - 1 200 000; Full time

Job summary

A prestigious financial institution in Pretoria is seeking a Cross-Border Tax & Fiduciary Advisor responsible for delivering complex structuring advice and mentoring colleagues. The ideal candidate will have at least 7 years of tax advisory experience, with a strong focus on international clients. The role offers a supportive culture, emphasizing collaboration and integrity.

Qualifications

• Minimum 7 years' experience in tax advisory with exposure to international private client work.
• Strong working knowledge of SA tax, global tax frameworks, exchange control, and fiduciary instruments.
• Excellent drafting, research, and analytical skills.

Responsibilities

• Deliver bespoke, high-quality structuring advice involving domestic and cross-border tax.
• Oversee the implementation of recommendations with partners.
• Lead client engagements with high-net-worth individuals and families.

Job description

Overview

The successful candidate will join Investec's Tax & Fiduciary Advisory team, a specialist, high-performance unit within Investec Private Bank and Investec Wealth & Investment International. The team provides high-net-worth and ultra-high-net-worth individuals, families, and business owners with bespoke, intergenerational tax and estate planning solutions — both domestically and cross border. The scope of work includes tax-efficient structuring, exchange control planning, global estate and succession strategies, and fiduciary advice. The team is a technical centre of excellence, known for simplifying complexity and delivering solutions that align with the personal, professional, and commercial interests of our clients. The team works closely with Investec Private Bankers, Wealth Managers, and internal partners across the business as part of a private client strategy and is well-connected to a network of top-tier external legal, tax, and fiduciary professionals. This is a team for individuals who value excellence, curiosity, collaboration, and integrity. The culture is supportive, client-centric, and intellectually rigorous — with a focus on deep relationships, continuous learning, and creating long-term value. We pride ourselves on maintaining a consistent house view, peer-reviewed output, and a proactive, “sniper approach” to delivery.

Key responsibilities

As a Cross-Border Tax & Fiduciary Advisor, you will be responsible for drafting and delivering complex structuring mandates involving international tax, exchange control, and estate planning matters. You will play a key role in driving advisory outcomes, mentoring colleagues and ensuring high technical standards across the team's output.

Yourresponsibilities will include :

• Delivering bespoke, high-quality structuring advice involving domestic and cross-border tax, global estate planning, situs and probate, and exchange control considerations.
• Preparing detailed advisory memorandums, tax opinions, and structuring proposals.
• Overseeing the implementation of recommendations, including coordination with legal, fiduciary, and banking partners.
• Providing technical mentorship and review support for team members.
• Leading client engagements with HNW and UHNW individuals, families, family offices, and corporates.
• Drafting and reviewing complex exchange control applications and liaising with SARB (via Authorised Dealers).
• Liaising with the Technical Committee and contributing to internal technical training, toolkits, articles and newsletters.
• Identifying structuring opportunities aligned with Investec's broader client strategy, including entrenching the client and relationship deepening.

Experience, skills and capability

• LLB, BAcc, BCom Law, Chartered Accountant or equivalent qualification.
• Postgraduate diploma in tax or international tax law is essential. CFP or STEP designation is advantageous.
• Minimum 7 years' experience in tax advisory with demonstrable exposure to international private client work.
• Proven ability to sign off complex tax advice and assume technical responsibility for structuring output.
• Strong working knowledge of SA tax, global tax frameworks, exchange control, and fiduciary instruments.
• Experience working with high-net-worth individuals, multi-jurisdictional families, and / or family office structures.
• Excellent drafting, research, and analytical skills.
• Client-focused, with the ability to balance precision with practical execution.
• Confident presenter and advisor, comfortable engaging with both clients and peers.

Investec Culture

At Investec we look for intelligent, energetic people filled with passion, integrity and curiosity. We value individuals who in turn value our culture that is, a flexible attitude comfortable to live with ambiguity and willing to challenge the status quo. Diversity, talent and leadership are respected in pursuit of the growth of our business. People who can manage themselves and build strong relationships in order to get things done, will perform in out of the ordinary ways in our environment.

We are committed to diversity and inclusion when recruiting internally and externally.