This role is mainly responsible for validating and reconciling data from multiple sources and applying relevant tax knowledge to ensure extensive accuracy thereof. The data relates to client offshore investment activities and the various tax implications thereof. A basic understanding of investments and tax is therefore necessary. Additionally, performing data manipulation and descriptive data analysis to ensure reasonability. The ideal candidate must have experience analysing financial information and therefore very comfortable working with numbers.

Key responsibilities will include amongst others the following:
Extensive analysis of relevant client financial information to ensure validity, completeness, accuracy, and correct recording into the client administration system
Performs data quality checks, reconciles and validates results and implements solutions to support business requirements
Collates information in predetermined formats or formats developed by the individual.
Extracts and analyses data from various sources and integrates data accordingly to meet business objectives
Performs data manipulation and descriptive/ exploratory data analysis
Simplifying and communicating complex financial information
Liaises with external and internal stakeholders appropriately to achieve desired outcomes
May be required to translate complex data and/or instructions into meaningful outcomes.
Required to interpret data and provide meaningful recommendations to the business.
Individually accountable for managing own time, tasks and output quality.
The ideal candidate must be able to work effectively as part of a team, contributing ideas, supporting colleagues and fostering a co-operative work environment
Strong knowledge of South African income tax law is essential, the role involves working on analysis and testing of capital gains tax, dividends tax, S24J tax, section 24I, section25D and other relevant areas of South African income tax

Qualifications, Skills and Experience required:
Matric and degree/diploma in relevant qualification, Accounting or tax post graduate qualification would be ideal
Minimum 2-4 years relevant financial analysis experience in financial services industry
Tax experience is essential, the role involves working on analysis and testing of capital gains tax, dividends tax, S24J tax, other income tax
Also ideally experience of investments products and specifically offshore endowments
Knowledge of how financial instruments work including corporate actions, dividends etc.
Advanced excel
Strong analytical skills and problem-solving skills
Very high attention to detail and accuracy
Ability to work under pressure in a fast-paced environment
Strong communication skills and excellent stakeholder engagement at various levels

Kindly regard your application as unsuccessful if you have not heard from the agency within 2 weeks.

Tax Data Analyst – (Contract) position available in Western Cape, Cape Town. This job position was posted by PM Connection. The job has been posted as a premium ad on 2025-03-08 at 13:00:46 in the Finance Accounting category

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