Tax And Accounting Services Manager

Recruitmymom; Cape Town; Hybrid; ZAR 600 000 - 900 000; Full time

Job summary

A financial services organization in Cape Town seeks a skilled tax manager focusing on trust tax and individual tax compliance for investment clients. The ideal candidate will have over 8 years of relevant experience, excellent organisational skills, and the ability to work independently. This role offers a hybrid working model after probation, with full-time or reduced hours available.

Benefits

Hybrid after probation

Flexible hours available

Qualifications

• 8+ years of experience in managing a client-focused tax practice.
• Completed accounting or auditing articles preferred.
• Fit and proper requirements and clear Registered Tax Advisor or Tax Practitioner.

Responsibilities

• Review legislative changes and recommend operational changes.
• Manage service level agreements and compliance requirements.
• Provide training on statutory changes to in-house team.
• Support new business initiatives for investment clientele.
• Manage team operations and ensure timely client communication.

Skills

Client-focused tax practice management

MS Excel (advanced)

Tax package knowledge

Organisational skills

Independence and attention to detail

Education

B Com (Accounting) or B Com Honours in Taxation

Tools

Relevant tax software

Job description

Role Overview

A new role has been created within the tax and accounting team, focusing on trust tax and individual tax compliance for investment clients.

The position is best suited to candidates with at least eight years' experience managing a client‑focused tax practice.

Permanent, hybrid, R R

• Full‑time or pro‑rata for reduced hours.

Organisation

This organisation provides comprehensive financial planning and investment services, specialising in supporting clients in or approaching retirement.

Its offerings include investment and portfolio management, offshore services, trustee and retirement planning, estate and tax services, as well as wills and unit trust administration.

Responsibilities

• Review legislative changes and recommend changes in business operations, process flows and procedures, once approved at Exco, RCC, or Executive Board.
• Key client allocation for family group with complex tax matters.
• Manage service level agreements and third‑party compliance requirements, where the client has sourced external tax and/or accounting compliance services, where the organisation is the 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 the advisory and fiduciary operations in new business initiatives to secure new investment and fiduciary clientele for the business.
• Assist the advisory, fiduciary and consulting operations with specialist queries.
• Interface with tax specialist and brief tax attorney on tax dispute resolution measures.
• Manage team members, and be accountable 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 time‑sensitive.
• Back‑up support for the team within the scope of the role, as required.

Requirements / Qualifications

• Relevant tertiary qualification: 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 is a necessity: including MS Excel (advanced) and relevant tax package knowledge and previous experience.
• Proven track record (8+ years) with appropriate tax practice management and related risk management experience.
• Experience of bulk upload, managing data integrity controls and risks with third 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, meet deadlines, attention to detail and excellent organisational skills.
• Clear credit and criminal check, valid, unendorsed drivers' licence and own vehicle are required.

Benefits

• Hybrid after probation: 3 days in‑office, 2 days work from home.
• Full‑time or reduced hours available.