Johannesburg: Tax Consultant posted by Sagen Advisory

An established Wealth Management Group is looking to employ a Tax Consultant. They have offices in Hyde Park, Johannesburg.

The ideal candidate will hold a Bachelors degree in Accounting or Tax, be a registered Tax Practitioner, and be a member with a recognized professional body. A minimum of 4 years tax compliance and advisory experience will be required, as well as experience across individuals, trusts, companies and estates.

Role Overview

Within a collaborative and client-focused environment, this role is responsible for providing expert tax guidance that delivers clarity, confidence, and peace of mind.

You will work closely with Financial Planners and the Legacy & Trust team, providing support across all tax-related matters. This includes preparing and submitting individual, trust, company, and estate tax returns, advising clients on tax matters, optimising tax outcomes, and ensuring compliance with SARS regulations.

This is a dynamic, client-facing role where strong technical tax knowledge is combined with communication, analytical thinking, and the ability to align tax advice with broader financial plans.

What Youll Do

• Deliver integrated tax advice aligned with clients overall financial plans and wealth strategies
• Prepare, review, and submit individual, trust, company, and deceased estate tax returns via SARS eFiling
• Assist clients in navigating tax matters with clarity, professionalism, and responsiveness
• Collaborate with Financial Planners and the Legacy & Trust team on tax-efficient structuring
• Identify and implement tax planning opportunities while maintaining full compliance
• Manage SARS correspondence including assessments, objections, verifications, and audit queries
• Interpret tax legislation and translate it into clear, practical guidance for clients
• Maintain accurate and well-organised client tax records
• Monitor legislative changes and ensure proactive application of updated tax regulations
• Support continuous improvement of internal processes and client service delivery

Who You Are

• A client-centric professional who builds trust and values long-term relationships
• Highly organised, detail-oriented, and analytically strong
• Confident in engaging with clients and explaining complex tax matters clearly
• Technically proficient in tax compliance, planning, and SARS processes
• Able to work both independently and collaboratively within a team environment
• Deadline-driven and capable of managing multiple priorities effectively
• Committed to delivering a high-quality, seamless client experience

Minimum Requirements

• Bachelors degree in Accounting, Tax, or a related field
• Registered Tax Practitioner (required)
• Membership with a recognised professional body (advantageous)
• Minimum 45 years experience in tax compliance and advisory
• Strong experience with individual, trust, company, and estate tax returns
• Proven experience working with SARS, including audits and queries
• Solid understanding of Income Tax and VAT legislation
• Proficient in Microsoft Office and tax-related software systems

Key Competencies

• Strong technical tax knowledge
• Analytical thinking and problem-solving ability
• Effective communication and interpersonal skills
• High level of accuracy and attention to detail
• Ability to manage deadlines and workload efficiently
• Professionalism and client service excellence