Dividend Withholding Tax Client Services Liason

Vatwire; Johannesburg; On-site; ZAR 500 000 - 700 000; Full time

Job summary

A specialized financial services firm in Johannesburg is seeking a Dividend Withholding Tax Client Services Liaison to manage client documentation and processes. The ideal candidate has strong experience in financial services and communication skills, focusing on compliance and timely processing of DWT transactions. This is a full-time position with opportunities for professional growth in a mid-senior level role.

Qualifications

• Proven experience in a client-facing role within financial services.
• Strong understanding of DWT processes and documentation.
• Ability to manage multiple client relationships.

Responsibilities

• Act as the primary point of contact for clients regarding DWT documentation.
• Guide clients through completion of necessary forms.
• Monitor timelines to ensure documentation is submitted on time.

Skills

Client relationship management

Attention to detail

Communication skills

Organizational skills

Tools

Microsoft Office Suite

CRM tools

Job description

Dividend Withholding Tax Client Services Liason

VATWIRE Johannesburg, Gauteng, South Africa

Vatwire Dividend Withholding Tax Ltd offers a fully comprehensive & specialized Withholding Tax Reclamation service which supports Sovereign Wealth Funds, High Net Worth Individuals, Pension Funds, Hedge Funds, Mutual Funds, Asset Managers, Family offices, Stock Broking Firms & Banks across the globe.

Foreign Investment income is frequently taxed at a high statutory withholding tax rate.

With over £30 billion of Withholding Tax deducted globally, many billions are left unclaimed by their rightful owners.

We are expanding our Vatwire Dividend Withholding Tax Ltd (DWT) business and are seeking a senior, detail-oriented and client-focused professional to join our Team.

This role involves working directly with clients to obtain all required documentation and coordinating with custodians to ensure efficient and timely processing of Dividend Withholding Tax Transactions.

Key Responsibilities

Act as the primary point of contact for clients regarding DWT documentation.

Guide clients through the completion of necessary forms (e.g., power of attorney, letter of intent).

Liaise with custodians, depositories, and other intermediaries to obtain dividend information & documentation.

Maintain accurate records of client documentation.

Monitor timelines to ensure documentation is received well in advance of statutory deadlines and follow up on pending documentation.

Respond to client and intermediary queries in a professional and timely manner.

Assist in the onboarding of new clients to the DWT service.

Requirements

Proven experience in a client-facing role within financial services, ideally in DWT tax operations, custody, or asset servicing.

Strong understanding of dividend withholding tax processes and documentation.

Experience dealing with global custodians is a strong plus.

Excellent communication skills, both written and verbal.

High attention to detail and organizational skills.

Ability to manage multiple client relationships and deadlines simultaneously.

Proficiency in Microsoft Office Suite; experience with CRM or workflow management tools is a plus.

Industry

Financial Services

Employment Type

Full-time

Seniority level

Mid-Senior level