Senior Manager : Individuals, Trusts, Estates and Expatriate Compliance

BDO South Africa; Rosebank; On-site; ZAR 800,000 - 1,100,000; Full time

Job summary

A leading professional services firm in Rosebank is seeking a Senior Manager for their Tax Department to manage client relationships and oversee tax compliance. Candidates must have strong knowledge of income tax law and possess skills in business development and mentoring staff. This role includes preparing tax returns, conducting client training, and ensuring compliance with regulations, providing a dynamic opportunity for those with extensive tax experience.

Qualifications

• Extensive experience in managing tax compliance for individuals and expatriates.
• Ability to interpret tax law and provide sound opinions.
• Experience in mentoring junior staff.

Responsibilities

• Manage key client relationships and advise on tax functions.
• Prepare and review income tax returns and supporting schedules.
• Oversee quality control of deliverables and compliance.

Skills

Client relationship management

Tax law knowledge

Business development

Research skills

Mentoring

Job description

BDO Johannesburg has a vacancy for a Senior Manager within the Individual, trusts, estates, and expatriate compliance business unit - Tax Department. Reporting to the leadership of the business unit. Functions may include

• Partner in key client relationships to provide advise and support the client in their employees’ tax function.
• Managing a portfolio of clients including understanding the client expectations.
• Assisting BDO to achieve its financial targets driving the BDO brand, business development, tax competence and client service in line with BDO values.
• Grow and develop new business opportunities – focusing on identifying opportunities for other business units.
• Interpreting and applying theoretical knowledge to a practical business solution by utilizing a sound knowledge of basic income tax law.
• Assisting with the research and preparation of proposals
• Gathering information from various sources by using effective research tools
• Drafting technically correct opinions and reports for reviewand providing tax opinions and advise to clients.
• Preparing and / or reviewing income tax returns and supporting tax schedules.
• Preparing and / or reviewing provisional tax calculations.
• Preparing and / or reviewing objections and appeals.
• Visiting clients to discuss tax issues and assist clients with SARS audit and queries.
• Present technical training topics.
• Liaising with SARS.
• Adapting to a changing work environment and accommodate changing client demands.
• Producing accurate work to a high technical standard while coaching and mentoring junior staff.
• Performance manager to allocated staff.
• Quality control of all deliverables and ensuring compliance with the BDO risk policies and procedures to ensure meeting of statutory deadlines.
• Financial discipline, manage staff as well as WIP, monthly invoices and outstanding debtors.