Tax & Accounting Services Manager

Mary Moir Consulting; Cape Town; On-site; ZAR 600 000 - 800 000; Full time

Job summary

A leading financial services firm in Cape Town is seeking an experienced Tax Compliance Manager to oversee trust tax compliance and provide support for individual tax clients. The ideal candidate must have a relevant B Com qualification, significant experience in tax management, and strong organizational skills. Additional skills in MS Excel and relevant tax software are required. A flexible working arrangement may be possible.

Qualifications

• 8+ years of experience in managing a client-focused tax practice.
• Registered Tax Advisor or Tax Practitioner with credentials in order.
• Completed accounting or auditing articles preferred.

Responsibilities

• Review of legislative changes and recommend operational changes.
• Management of key client allocations with complex tax matters.
• Provide training for in-house team on statutory changes.

Skills

Client-focused management

Tax compliance

Accounting experience

Risk management

MS Excel (advanced)

Organizational skills

Education

B Com (Accounting)

B Com Honours in Taxation

Tools

Relevant tax packages

Job description

Overview

My client is a client-focused Trust and Investment Management company providing financial planning and investment advice and services to clients planning for, or already in their retirement years. They offer a full range of financial services including: Investment & Portfolio Management, Offshore Financial Services, Trustee Services, Retirement Planning, Local & Offshore Money Market, Estate Planning, Tax Services and Wills. They also offer their own Unit Trust funds to clients and attend to the accounting and administration of said unit trust internally. This new vacancy has been created within their tax and accounting service teams, at their offices in the Cape Town southern suburbs.

Responsibilities

This role has a dual focus and is responsible for trust tax and related tax compliance support, as well as individual tax compliance for individual tax‑payers who are also investment clients on the company.

• Overall Tax and Accounting Services Compliance: Review of legislative changes, and recommendation of changes in business operations, process flows and procedure, once approved at Exco, RCC or Executive Board.
• Key client allocation for family group with complex tax matters.
• Managing service level agreements and 3rd party compliance requirements where client has sourced external tax and/or accounting compliance services, where my client is investment manager or Professional Trustee.
• Provide regular training and development opportunities for in‑house team on statutory changes and development of relevance to business operations.
• Assist advisory and fiduciary operations in new business initiatives to secure new investment and fiduciary clientele for the business.
• Technical and Specialist queries: assist advisory, fiduciary and consulting operations with specialist queries, interface with tax specialist and brief tax attorney on tax dispute resolution measures.
• Management of team members, and accountability to Exco on operations reporting and risk management strategy, ensuring that team commitments and deliverables are met, and communication to clients and advisory and fiduciary team operations is timeously attended to.
• Back‑up support for team within scope of role, as required.

Key Requirements

• Relevant tertiary qualification a necessity: B Com (Accounting) or B Com Honours in Taxation or similar.
• Previous experience in managing a busy, client‑focused tax practice.
• Completed accounting or auditing articles preferred.
• Computer literacy a necessity: including MS Excel (advanced); as well as relevant tax package knowledge and previous experience.
• Previous experience in similar function preferred with proven track record (8+ years), including appropriate tax practice management and related risk management experience.
• Previous experience of bulk upload, managing data integrity controls and risks with 3rd parties.
• Fit and proper requirements all in order, and clear.
• Registered Tax Advisor or Tax Practitioner, and all professional credentials in order.
• Ability to work independently and meet deadlines, attention to detail and excellent organisational skills are all competency requirements.
• Clean credit and criminal check, valid, unendorsed driver’s licence and own vehicle are required.

Additional Information

PLEASE NOTE: A half‑day or three‑quarter‑day work option may also be considered for this role.