Tax & Accounting Services Manager

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

Additional Information

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

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