On-site Data & Tax Lead — Wealth Analytics

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

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.