Senior Investment Tax & Data Compliance Lead

The Hiring House; Cape Town; On-site; ZAR 350 000 - 500 000; Full time

Job summary

A financial services firm in Cape Town seeks a detail-oriented professional knowledgeable in tax calculations and compliance. Responsibilities include driving test plans for tax accuracy and managing IRS compliance obligations. Ideal candidates should possess strong analytical skills, understand financial products, and have proficiency in SQL and Excel. This role is crucial for maintaining client tax administration, ensuring adherence to regulations, and enhancing data quality assurance.

Qualifications

• Knowledge of financial products such as discretionary investments and retirement annuities.
• Strong analytical skills and ability to devise expected results in testing.
• Proficiency in SQL and Excel for data handling.

Responsibilities

• Drive compilation and execution of test plans for tax calculations.
• Monitor data for quality issues and facilitate remediation.
• Manage compliance with IRS QI obligations and FATCA/CRS reporting.

Skills

Knowledge of financial products and processes

Understanding of financial investments

Strong understanding of accounting and tax

Analytical and logical skills

SQL and Excel skills

Ability to work with and understand data

Highly numerate

Job description

A financial services firm in Cape Town seeks a detail-oriented professional knowledgeable in tax calculations and compliance. Responsibilities include driving test plans for tax accuracy and managing IRS compliance obligations. Ideal candidates should possess strong analytical skills, understand financial products, and have proficiency in SQL and Excel. This role is crucial for maintaining client tax administration, ensuring adherence to regulations, and enhancing data quality assurance.