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Client Investment Tax Lead
Client Investment Tax LeadThe Recruitment Council • Pretoria, South Africa
Client Investment Tax Lead

Client Investment Tax Lead

The Recruitment Council • Pretoria, South Africa
30+ days ago
Job description

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 :

  • Oversee tax deduction calculations for share portfolios (PSPs) in endowment structures.
  • Review and test capital gains tax calculations and end-of-year adjustments.
  • Assist in testing system changes impacting client and five-fund tax.

    • Offshore Platform Tax Compliance (PWP) :

  • Manage IRS Qualified Intermediary (QI) compliance including :
  • 1042, 1042-S, and 1099 filings
  • Withholding tax testing and validation
  • Data collation and submissions (in collaboration with Guernsey)

    • FATCA & CRS Compliance :

  • Develop and implement a FATCA / CRS data testing programme.
  • Identify and remediate data issues with operations teams.
  • Submit accurate FATCA / CRS reports to SARS and Guernsey (via IGOR system).

    • Requirements : Qualifications :

  • BCom Accounting or equivalent.
  • HDip Tax or Postgraduate Tax qualification.

    • Experience & Competencies :

  • Solid understanding of financial products, including :
  • LISP products : discretionary investments, RAs, living annuities, preservation funds, TFSA, endowment policies
  • Financial instruments : unit trusts, ETFs, direct shares
  • Strong knowledge of tax regulations and accounting principles
  • Experience in tax reporting (IT3, PAYE, FATCA, CRS, IRS QI)
  • Proficient in data analysis and testing :
  • SQL and advanced Excel
  • Able to design test scenarios, identify anomalies, and resolve data issues
  • Experience with outsourced platforms (e.g., Peresec) and international filings is a plus

    • Personal Attributes :

  • Highly analytical and numerate
  • Structured and logical thinker
  • Proactive and self-motivated with a strong sense of ownership
  • Comfortable working across tax, operations, and technology teams
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    Client Investment Tax Lead • Pretoria, South Africa