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Cross Border Tax Advisor (Sandton)

InvestecZA

30+ days ago

Job description

Job title : Cross Border Tax Advisor (Sandton)

Job Location : Gauteng,

Deadline : September 29, 2025

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Description

The successful candidate will join Investec's Tax & Fiduciary Advisory team, a specialist, high-performance unit within Investec Private Bank and Investec Wealth & Investment International.

The team provides high-net-worth and ultra-high-net-worth individuals, families, and business owners with bespoke, intergenerational tax and estate planning solutions — both domestically and cross border.

The scope of work includes tax-efficient structuring, exchange control planning, global estate and succession strategies, and fiduciary advice. The team is a technical centre of excellence, known for simplifying complexity and delivering solutions that align with the personal, professional, and commercial interests of our clients.

The team works closely with Investec Private Bankers, Wealth Managers, and internal partners across the business as part of a private client strategy and the team is also well-connected to a network of top-tier external legal, tax, and fiduciary professionals.

This is a team for individuals who value excellence, curiosity, collaboration, and integrity. The culture is supportive, client-centric, and intellectually rigorous — with a focus on deep relationships, continuous learning, and creating long-term value. We pride ourselves on maintaining a consistent house view, peer-reviewed output, and a proactive, “sniper approach” to delivery.

If you are energised by meaningful client work, technical depth, and the opportunity to help shape industry-leading private client solutions, we encourage you to apply.

Key responsibilities

As a Cross-Border Tax Advisor, you will deliver high-quality tax advice across both South African and international contexts. You will play a leadership role in structuring engagements, contributing to internal technical development, and maintaining the highest standard of tax output.

Your responsibilities will include :

Delivering domestic and cross-border tax advice to high-net-worth individuals, families, and business owners.

Preparing and signing technical memoranda, planning reports, and tax opinions.

Liaising with clients, family offices, legal advisors, and external tax experts.

Providing technical mentorship.

Leading client engagements with HNW and UHNW individuals, families, family offices, and corporates.

Contributing to the team's thought leadership through training, technical updates, and written insights.

Liaising with the Technical Committee and contributing to internal technical training, toolkits, articles and newsletters.

Identifying structuring opportunities aligned with Investec's broader client strategy, including entrenching the client and relationship deepening.

Experience, skills and capability

LLB, BAcc, BCom Law, Chartered Accountant or equivalent qualification.

Postgraduate diploma in tax or international tax law is essential.

Experience in corporate tax or restructuring is advantageous but not essential.

Minimum 10 years' experience in tax advisory with demonstrable exposure to international private client work.

Proven ability to sign off complex tax advice and assume technical responsibility for structuring output.

Strong working knowledge of SA tax, global tax frameworks and double taxation agreements.

Experience working with high-net-worth individuals, multi-jurisdictional families, and / or family office structures.

Excellent drafting, research, and analytical skills.

Client-focused, with the ability to balance precision with practical execution.

Confident presenter and advisor, comfortable engaging with both clients and peers.

Comfortable operating in a high-accountability, relationship-driven environment.

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Cross Border Advisor • ZA

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