Fiduciary Compliance Manager

Job Description

Job Advertisement: Manager - Fiduciary Compliance

Overview

We are seeking a highly skilled and experienced Manager to lead our Fiduciary Compliance team. This is a permanent position based in Durban offering an exciting opportunity to work within a dynamic and professional environment. The role involves overseeing the accounting and tax compliance functions managing a team and liaising with high-net-worth clients. If you are a Chartered Accountant with a strong background in private wealth fiduciary services and tax compliance we invite you to apply.

Responsibilities

• Oversee the day-to-day management of the Fiduciary Compliance function ensuring timely and accurate completion of duties.
• Implement checks and controls to maintain high standards of work and mitigate risks.
• Manage and develop a diverse team ensuring optimal performance and adherence to company values and policies.
• Act as a trustee on complex trusts and as an executor for estates ensuring compliance with legal and regulatory requirements.
• Liaise with high-net-worth clients providing expert advice on fiduciary and tax matters.
• Manage budgets and oversee management accounts related to the compliance function.
• Provide strategic support to the Head of Fiduciary and Tax.
• Contribute to publications and marketing initiatives to promote the Fiduciary and Tax business offering.
• Ensure compliance with industry standards and regulatory frameworks.
• Travel as required to fulfill the responsibilities of the role.

Qualifications

• Chartered Accountant (CA) SA qualification is essential.
• Minimum of 10 years of proven experience in a private wealth or trust company environment working with high-net-worth clients.
• Extensive knowledge of investments accounting and tax related to trusts companies CCs and estates.
• Robust understanding of trusteeships and executorships.
• Strong numeracy skills and experience managing budgets.
• Excellent verbal and written communication skills.
• Proficiency in accounting software and financial modeling.
• Advanced understanding of fiduciary duties estate planning and tax legislation within wealth management.

Day-to-Day

• Lead and manage the Fiduciary Compliance team to ensure operational efficiency.
• Address complex accounting and tax compliance issues.
• Oversee the preparation and review of financial reports and budgets.
• Act as a key point of contact for high-net-worth clients providing expert guidance on fiduciary and tax matters.
• Collaborate with the Head of Fiduciary and Tax to develop and implement strategic initiatives.
• Ensure the team adheres to compliance standards and internal controls.
• Contribute to thought leadership through publications and marketing efforts.

Required Experience:

Manager

Employment Type : Full-Time
Experience: years
Vacancy: 1