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Cape Town: Fiduciary and Tax Specialist – (PERMANENT) posted by PM Connection

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Job Description

About the Role

The Cape Town-based Fiduciary and Tax Specialist will be responsible for establishing a client base of trusteeships, executorships, trust accounting, and tax compliance matters. This role requires a professional with excellent interpersonal and networking skills within the tax and fiduciary industry to provide tax and fiduciary advisory services to clients.

Key Responsibilities

  • Establish a client base of trusteeships, executorships, trust accounting, and tax compliance matters.
  • Provide tax and fiduciary advisory services to clients, including advice on Wills dealing with local and offshore assets, local and offshore trusts, company structures, philanthropy, and the tax and any exchange control consequences relating to all aspects of the services mentioned.
  • Advise on wealth and estate planning.
  • Draft Wills, Deeds of Trust, resolutions, and minutes, and conduct trustee meetings.
  • Act as nominee of the company as trustee and executor.
  • Write technical articles and conduct presentations on fiduciary matters.
  • Promote the Fiduciary and Tax offering to all stakeholders within the company business.

Requirements

  • Tertiary commercial or legal qualification
  • Post graduate qualification in taxation, estate planning, or legally related field
  • 4 – 6 years substantive experience, at a high level, in the areas of trusts, wills and estates, related accounting, income tax for individuals, trusts and estates, and investments.
  • Experience with high-net-worth individuals

Qualifications

No formal education/certifications mentioned.

Salary & Benefits

Salary information not provided.

Personal Qualities

  • Strong numerical orientation
  • Highly organized with a high level of customer focus
  • Accurate and detail orientated
  • Ability to perform well under pressure and show maturity, confidence, and resilience
  • Excellent listening, communication, and interpersonal skills
  • Pro-active approach to work, clients, and problem solving
  • Learning agility and curiosity
  • Assertive
  • Motivated and target-driven
  • Passionate about the ownership of results
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How to Apply

Click the green “Go Apply” button below to apply directly online with the employer.

About Other Insurance Jobs in Western Cape

The Other Insurance (OI) industry in the Western Cape is part of the broader insurance sector, which has experienced steady growth in recent years due to increasing demand for risk management solutions. Typically, OI roles are sought after by professionals who can provide specialist underwriting and claims handling services to insurers. Generally, these jobs require strong analytical skills and a deep understanding of insurance products and policies.

Salaries for Other Insurance professionals in the Western Cape vary widely depending on factors such as experience, company size, and industry sector. Broadly speaking, salaries typically fall within the R500 000 – R1 200 000 per annum range, although actual figures can be higher or lower, depending on individual circumstances. It’s worth noting that salaries can also vary significantly between smaller independent agents and larger multinational insurers.

Common skills for Other Insurance roles include strong analytical and problem-solving abilities, excellent communication and interpersonal skills, a solid understanding of insurance laws and regulations, and the ability to work effectively in a team environment. Other essential skills may include proficiency in software applications such as policy administration systems or claims handling tools. Generally, professionals with experience in financial services, law, or other related fields can bring valuable skills and expertise to OI roles.

Industry sectors that commonly employ Other Insurance professionals include the financial services sector, technology industry, and manufacturing sector. These industries often require specialized insurance products and underwriting expertise to mitigate risks and protect assets. In addition to these sectors, the healthcare and construction industries are also significant users of OI services.

View Job  Johannesburg: Underwriter (Insurance) posted by AtripleA recruitment & temps

Career development opportunities for Other Insurance professionals in the Western Cape are generally strong, with many companies offering training and development programs to enhance skills and knowledge. Typically, career progression involves taking on more senior roles within an organization or seeking opportunities in related fields such as underwriting, claims handling, or risk management. With experience and expertise, OI professionals can also consider starting their own independent agencies or consulting practices.


This information provides general career guidance. Actual salaries and requirements vary by employer.



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