Our Client is a growing and dynamic accounting firm in South Africa, dedicated to providing exceptional accounting, tax, and advisory services. They pride themselves on their commitment to excellence and their ability to support a diverse client base, often with international interests. As they continue to expand their capabilities, they are seeking a visionary and experienced Head of Tax to lead and grow their tax department, ensure world-class compliance, and establish a dedicated Family Office service for high-net-worth individuals (HNWIs).
The Opportunity:
As the Head of Tax, you will be a pivotal member of Our Client’s leadership team, responsible for the strategic direction and operational success of their tax department. You will oversee both compliance and advisory services, build and manage a high-performing team, and spearhead the development of their new Family Office offering. This is an exciting opportunity for a driven and technically astute tax professional with strong leadership skills and a passion for delivering exceptional client service.
Key Responsibilities:
Tax Department Leadership & Management:
- Assume full accountability for the Tax Department, encompassing both compliance and tax advisory functions.
- Strategically develop, implement, and oversee a structured Family Office service offering tailored to the unique needs of HNWIs.
- Formulate and execute tax strategies that align with Our Client’s objective of providing world-class tax services.
- Provide expert advice on the structuring, administration, and taxation of Trusts, ensuring optimal tax efficiency and compliance.
- Establish and monitor departmental targets, ensuring financial profitability and sustainable growth.
- Lead, mentor, and develop a team of tax professionals, fostering a culture of continuous learning and professional development.
Tax Advisory & Compliance:
- Deliver expert tax advisory services to clients with complex, often multi-jurisdictional tax considerations, while ensuring all advice remains rooted in South African tax legislation.
- Maintain a deep understanding of current and emerging tax legislation, SARS compliance requirements, and industry best practices.
- Prepare and review comprehensive tax opinions for Directors and clients.
- Oversee and manage end-to-end tax compliance across a broad range of tax types, including:
- Income tax
- Value Added Tax (VAT)
- Payroll taxes (PAYE, UIF, SDL)
- Dividends Withholding Tax (DWT)
- Securities Transfer Tax (STT)
- Other applicable withholding taxes
- Manage all aspects of tax registrations, SARS audits and verifications, and the resolution of tax disputes.
- Oversee the accurate calculation of income tax and deferred tax for year-end financial processing.
Estate Planning & Executorship Oversight:
- Manage and oversee Our Client’s estate planning and executorship services, ensuring efficient and seamless administration of deceased estates.
- Supervise the drafting of wills, accurate estate duty calculations, and comprehensive estate tax planning.
- Ensure strict compliance with all legal and tax requirements related to estate administration.
- Utilise Libralex software effectively to streamline estate planning and executorship processes.
Client Engagement & Business Development:
- Cultivate and maintain strong, long-term relationships with clients, delivering exceptional service and insightful strategic tax advice.
- Develop and implement tailored tax solutions for high-net-worth individuals and businesses operating in intricate tax environments.
- Proactively engage with clients to understand their tax planning, compliance, and advisory needs.
- Undertake travel to client sites, SARS offices, service providers, and other of Our Client’s offices as required.
Operational & Financial Management:
- Establish and maintain effective and competitive pricing structures for tax services to ensure departmental profitability.
- Drive continuous improvement and efficiency in tax compliance and reporting processes.
- Prepare and manage client billing, ensuring accuracy and timely invoicing.
- Ensure the Tax Department maintains accurate and up-to-date time records for all billable activities.
Collaboration & Cross-Departmental Support:
- Collaborate closely with Partners, the accounting team, and the business advisory team to provide integrated financial and tax solutions to clients.
- Provide support to other service offerings during peak periods, including monthly processing and statutory compliance, as needed.
Qualifications & Experience:
- Master’s degree in Taxation.
- Qualified Chartered Accountant (CA(SA)) or an equivalent professional qualification.
- A minimum of 10 years of progressive and relevant tax experience, with a strong focus on:
- Taxation of high-net-worth individuals.
- Multi-jurisdictional tax considerations (with a primary focus on South African tax advice).
- Navigating SARS compliance, managing tax audits, and resolving tax disputes.
- Successfully managing and growing a tax department within a professional services firm.
- Proven proficiency in tax and accounting software, including:
- Must-have: GreatSoft and Microsoft Office Suite.
- Nice-to-have: Libralex and Xero.
Key Attributes & Skills:
- Exceptional managerial and leadership skills, with a demonstrated ability to build, motivate, and lead a high-performing team.
- Unwavering commitment to high integrity, ethical standards, and professional credibility.
- Outstanding communication (both written and verbal) and interpersonal skills, with the ability to build trusted relationships with clients, stakeholders, and team members.
- Strong analytical and problem-solving skills with meticulous attention to detail.
- Ability to work independently, take initiative, and drive results.
- High energy levels and the capacity to thrive in a fast-paced, deadline-driven environment.
- Excellent time management and organisational skills.
- Flexibility and willingness to travel as required.
To Apply:
If you are a highly motivated and experienced tax professional looking for a challenging and rewarding opportunity to lead a dynamic tax department and build a new Family Office offering at Our Client, we encourage you to apply.