Tax and Accounting Services Manager

Job Description

This organisation provides comprehensive financial planning and investment services, specialising in supporting clients in or approaching retirement. Its offerings include investment and portfolio management, offshore services, trustee and retirement planning, estate and tax services, as well as wills and unit trust administration. A new role has been created within the tax and accounting teams based in Rondebosch, focusing on trust tax and individual tax compliance for investment clients. The position is best suited to candidates with at least eight years' experience managing a client-focused tax practice. Permanent, hybrid, R60 000 - R80 000 for full-time or pro-rata for reduced hours.

Responsibilities :

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

Manage service level agreements and third party compliance requirements, where the client has sourced external tax and / or accounting compliance services, where the organisation is the 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 the advisory, and fiduciary operations in new business initiatives to secure new investment and fiduciary clientele for the business

Technical and Specialist queries :

Assist the 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 accountable 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 the team within the scope of the role, as required.

Requirements

• Relevant tertiary qualification a necessity : B Com (Accounting) or B Com Honours in Taxation or similar
• Previous experience in managing a busy, client-focused tax practice
• Completed accounting or auditing articles preferred
• Computer literacy is a necessity : Including MS Excel (advanced) as well as relevant tax package knowledge and previous experience
• Previous experience in a similar function, with proven track record (8+ years) ,including appropriate tax practice management and related risk management experience
• Previous experience of bulk upload, managing data integrity controls and risks with third parties
• Fit and proper requirements all in order, and clear
• Registered Tax Advisor, or Tax Practitioner, and all professional credentials in order
• Ability to work independently, and meet deadlines, attention to detail and excellent organisational skills
• Clear credit and criminal check, valid, unendorsed drivers' licence and own vehicle are required

Benefits

Hybrid after probabtion - 3 days in-office 2 days work from home.

Full-time or reduced hours available #J-18808-Ljbffr