OVERALL PURPOSE
Advising and consulting with clients on SA and international tax engagements, both personal and corporate tax.
WORKING RELATIONSHIPS
The position reports to, and works directly with the Partner - Tax Advisory within the Family Office. Other working relationships include all members of the extended Family Office Team. This role is a legal and tax specialist advising clients on personal tax and exchange control issues, including cross border transactions. The role may offer legal opinion and regulatory advisory. This is a client facing and income generating role.
Principal Elements And Accountabilities
- Consulting and writing of tax opinions
- Conducting research and keeping abreast of the latest developments in tax
- Provision of exchange control advice and drafting of exchange control applications
- Preparation of tax computations for clients
- Review of tax returns
- Drafting of objections and appeals to assessments and assistance with SARS queries including dispute resolution with SARSSundry correspondence with SARS
- Involvement from time to time in tax aspects relating to special assignments including corporate restructurings, listings, investigations, due diligence and other investigations, etc.
- Preparation and presentation of in-house training programs
- Periodic contributions to the in-house technical and other publications
Qualifications And Skills
- CA (SA) / LLB / M Com Tax
- High net worth and international tax experience would be preferable
- Minimum of 3 years relevant working experience ideally within a consulting tax environment
- Good communication skills, both oral and in writing
- Ability to manage multiple assignments
- Strong tax technical skills
- Strong ability to interpret financial information and transactions
- Accounting knowledge preferred
- Research and report writing
COMPETENCIES AND BEHAVIOURS
- Planning and Organizing: Schedules and manages workload effectively, thinks ahead, sets plans to achieve goals
- Teamwork: Supports and works towards team goals, shares information, is helpful and cooperative, works effectively with people outside immediate team and within the wider group
- Communication skills: Communicates clearly and concisely, listens effectively, written communication is well presented
- Client orientated: Understands and satisfies client needs at all times, delivers excellent client service, takes full accountability for all client matters including delegated tasks
- Accuracy, quality and productivity: Delivers work of a high standard, output is accurate and error free, productivity is consistent
- Strategic and commercial Focus: Demonstrates tenacious cost consciousness for the business, adds value to the business