Client Investment Tax Lead

Role : Client Investment Tax Lead

Category : Tax Reporting

Location : Claremont | Pretoria | Sandton

A leading financial services firm is seeking a highly analytical and detail-oriented Client Investment Tax Lead to drive data integrity, tax reporting accuracy, and compliance across multiple investment platforms. This role plays a key part in designing and executing data quality controls and ensuring timely and accurate tax submissions across both in-house and outsourced platforms.

Key Responsibilities :

Client and Product Tax Oversight :

• Support the Operations and Tax teams in ensuring accurate client tax reporting, including IT3 reporting, withholding tax, PAYE, and life company five-fund tax.
• Develop and execute comprehensive test plans for tax reports such as :
• IT3(b), IT3(c)
• IRP5 and IT3(a) (payroll-related)
• Conduct continuous monitoring of data for quality issues, escalating and driving remediation within operational teams.
• Review business rules, forms, and system inputs to ensure alignment with tax reporting requirements.
• Oversee and test PAYE calculations and payroll submissions for Living Annuity income.
• Validate SARS directive deductions and ensure proper payroll reporting.
• Review and test :
• Capital gains / losses calculations
• Complex corporate actions
• False disposal cases (e.g., fund class switches, transfers)
• Fund income distributions and dividends

Endowment and Sinking Fund Tax Reviews :

Offshore Platform Tax Compliance (PWP) :

FATCA & CRS Compliance :

Requirements : Qualifications :

Experience & Competencies :

Personal Attributes :