Fiduciary and Tax Specialist

Sanlam; Krugersdorp; On-site; ZAR 500 000 - 800 000; Full time

Job summary

A leading investment firm in South Africa is seeking an experienced professional to provide fiduciary advisory services to high-net-worth clients. This role requires a tertiary qualification, strong marketing abilities, and 4-6 years of experience in trusts and estate planning. Responsibilities include drafting wills and advising clients on wealth management. Join a dynamic environment that values initiative and teamwork.

Qualifications

• 4 - 6 years of experience in trusts, wills, and estates.
• Experience working with high-net-worth individuals.
• Ability to engage with senior managers and clients.

Responsibilities

• Establish a client base for fiduciary matters.
• Provide tax and fiduciary advisory services.
• Advise on wealth and estate planning.
• Draft legal documents and conduct trustee meetings.

Skills

Self-starter

Energetic

Professionalism

Marketing ability

Excellent organizational skills

Interpersonal skills

Analytical ability

Education

Tertiary commercial or legal qualification

Postgraduate qualification in taxation or estate planning

Job description

Who are we?

Sanlam Private Wealth crafts customised investment portfolios for high-net-worth private clients, charitable institutions, trusts and corporate entities.

With assets under management and administration of more than R240 billion, we offer a comprehensive and integrated suite of wealth management solutions. These include equity, retirement and offshore investment portfolios, fiduciary and tax services, an equity-backed finance offering, a global stockbroking service and derivatives trading.

At Sanlam Private Wealth, our clients are at the core of everything we do. For this reason, we employ people with passion – individuals who thrive in an entrepreneurial, high-energy environment.

Sanlam Private Wealth is part of the Sanlam Investment Group – the largest, most diversified investment firm in South Africa, with a growing footprint on the African continent and in India.

What will you do?

• Establish a client base of trusteeships, executorships, trust accounting and tax compliance matters.
• Provide tax and fiduciary advisory services to clients, including advice with regards to Wills dealing with local and offshore assets, local and offshore trusts, company structures, philanthropy and the tax and any exchange control consequences relating to all aspects of the services mentioned.
• Advise on wealth and estate planning.
• Draft Wills, Deeds of Trust, resolutions and minutes and conduct trustee meetings.
• Act as nominee of Sanlam Private Wealth as trustee and executor.
• Write technical articles and conduct presentations on fiduciary matters.
• Promote the Fiduciary and Tax offering to all stakeholders within the Sanlam Private Wealth business.

What will make you successful in this role?

• Self‑starter and proactive individual
• Energetic and flexible
• Professionalism
• Ability to work with people at all levels
• Marketing ability

Qualification And Experience

• Tertiary commercial or legal qualification
• Post graduate qualification in taxation, estate planning or legally related field
• 4 - 6 years’ substantive experience, at a high level, in the areas of trusts, wills and estates, related accounting, income tax for individuals, trusts and estates and investments.
• Experience with high-net-worth individuals

Knowledge And Skills

• Ability to deal effectively and credibly with stakeholders such as senior managers, high net worth clients and colleagues in both spoken and written format.
• Excellent organizational skills, a team‑orientated attitude and the ability to meet deadlines and handle multiple priorities.
• Excellent interpersonal and networking skills within the tax and fiduciary industry.
• Ability to work quickly and independently while meeting the required quality levels.
• Demonstration of living the company’s values – being transparent, passionate and innovative
• Strong analytical ability and attention to detail.
• Strong service orientation towards all stakeholders.

Personal qualities

• Strong numerical orientation
• Highly organized with a high level of customer focus
• Accurate and detail orientated
• Ability to perform well under pressure and show maturity, confidence and resilience
• Excellent listening, communication and interpersonal skills
• Pro‑active approach to work, clients and problem solving
• Learning agility and curiosity
• Assertive
• Motivated and target‑driven
• Passionate about the ownership of results

Build a successful career with us

We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realize their worth. Through its business clusters – Sanlam Personal Finance, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate Santam, Mi-way, as well as the Group Office – the group provides many opportunities for growth and development.

Turnaround time

The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.

• To be considered for the above opportunity please upload your detailed CV on or before 12 December 2025
• Please note that if you are not contacted within 2 weeks after the closing date your application has been unsuccessful.

Our commitment to transformation

The Sanlam Group is committed to transformation and embracing diversity and our employment equity plan and targets will be considered as part of the recruitment process. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society as well as people with disabilities.