Data And Tax Lead

On Point Hr & Talent Solutions; Cape Town; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services firm in Cape Town is seeking an Operations Data and Tax Lead to implement data testing programs and manage accurate tax reporting. The ideal candidate will have a Bcom in Accounting and substantial knowledge of financial products. Strong SQL and Excel skills are essential for driving data accuracy and compliance. This on-site role emphasizes in-person collaboration to enhance problem-solving and operational integrity.

Qualifications

• Experience in asset management or wealth management.
• Ability to work with and understand data.
• Familiarity with financial investments.

Responsibilities

• Implement a data testing and monitoring program.
• Take ownership of accurate tax-related filings.
• Drive data clean-up and fixes.
• Recommend system and process changes.

Skills

Knowledge of financial products and processes

Strong understanding of accounting and tax

SQL skills

Excel skills

Analytical thinking

Data understanding

Problem-solving ability

Self-motivated

Education

Accounting Bcom+

Job description

OPERATIONS DATA AND TAX LEAD Location : Claremont, Cape Town Finance and Tax Specialist in Asset Management / Wealth Management with Offshore exp, and IT / Data automation skills The primary objectives are to :

• Implement a data testing and monitoring programme
• Detect, prevent, and remediate operational and reporting errors.
• Drive data clean-up and fixes.
• Recommend system and process changes to ensure data accuracy at source.
• Take ownership of accurate and timely tax-related filings across various regimes.

WORKPLACE MODEL On-site, Claremont, Cape Town.

We value in-person interactions as they foster collaboration, connection, and collective problem-solving.

REPORTING TO : Managing Director

ABOUT THE GROUP The Group is an integrated wealth and investment manager; offering advice, wealth management, asset management, investment platforms (LISP and private clients), fund management, fiduciary and global treasury capabilities.

QUALIFICATIONS

• Accounting Bcom+
• HDip Tax an advantageEXPERIENCE + COMPETENCIES
• Knowledge of financial products and processes ie LISP products discretionary investments, retirement annuities, living annuities, preservation funds, tax free savings, endowment policies
• Understanding of financial investments
• Strong understanding of accounting and tax.
• Ability to work with and understand data;
• SQL and excel skills
• Analytical, logical
• Understanding of the testing process ie how to devise expected results and test for and problem-solve the anomalies
• Highly numerate and structured thinker
• Self-motivated with a sense of ownership
• Able to engage effectively across business, tax, and technology teamsProduct and client taxAssists the operation and tax specialist to ensure accurate client tax reporting (includes IT3 reporting, withholding taxes, PAYE ) and life company five funds tax.PWP - Qualified Intermediary IRS filings.Manage compliance with IRS QI obligations, including :
• Data compilation and submission in collaboration with the Guernsey officeFATCA and CRS reporting
• Develop a data testing programme to identify issues with the FATCA / CRS data.
• Working with the operations, drive remediation of this data
• Compile, analyse and submit the FATCA / CRS filings to SARS and to Guernsey for PWP (IGOR)Operational AreasWorks with the following operational areas to implement and drive continual data testing and cleaning initiatives and to drive data quality discipline in the organisationLISP platform (PAS)PWP offshore shares and funds platformPrivate client platforms (PCS)