South Africa: Client Investment Tax Lead – Investment Platforms

June 30, 2025 Jobs in South Africa

South Africa: Client Investment Tax Lead – Investment Platforms

Posted on 2025-06-30 00:00:00

Employer	Unspecified
Category	Accounting / Finance
Location	ZA / South Africa

Job Summary

Workplace model On-site, Claremont, Cape Town or Gauteng. Reporting to Managing Director PAS and Head PCS Role purpose Works with the following operational areas to implement and drive continual data testing and cleaning initiatives and to drive data quality discipline in the organisation LISP platform (PAS) PWP offshore shares and funds platform Private client platforms (PCS) This role is accountable for the design and execution of data quality controls and tax reporting accuracy across in-house platforms (LISP and PWP) and outsourced platforms (e.g., Peresec). The primary objectives are to: Implement a data testing and monitoring programme Detect, prevent, and remediate operational and reporting errors. Drive data clean-up and fixes. Recommend system and process changes to ensure data accuracy at source. Take ownership of accurate and timely tax-related filings across various regimes. About our Client Our client is an integrated wealth and investment manager; offering advice, wealth management, asset management, investment platforms (LISP and private clients), fund management, fiduciary and global treasury capabilities. Key responsibilities Product and client tax Assists the operation and tax specialist to ensure accurate client tax reporting (includes IT3 reporting, withholding taxes, PAYE ) and life company five funds tax. Drive the compilation and execution on the test plans to ensure accuracy of tax calculations and reports IT3(b), (c) and payroll IRP5, IT3(a) Ongoing monitoring of data for data quality issues and push-back to the operation for remediation Review of the business rules, forms, processes and systems to ensure client tax administration and reporting objectives are met. (input data) Ongoing review and monitoring of PAYE calculations and payroll submissions for Living Annuity incomes. Review of the directives deductions and reporting of this via the payroll submissions. IT3(c) testing Review calculations of capital gains and losses Review and testing of complex corporate action processing. Review for false disposals i.e. transfers handling, fund class switches IT3(b) testing review processing of fund income distributions, dividends, corporate actions. Test reporting. Endowment/Sinking Fund policies handling of the tax deducts (income, capital gains taxes) for share portfolios (PSPs) within endowment policies Review and testing of capital gains tax deductions and end of year true-up Assist in the testing of any system changes that impact client and five funds tax. PWP Qualified Intermediary IRS filings. Manage compliance with IRS QI obligations, including: 1042, 1042-S, and 1099 filings Withholding tax testing and validation Data compilation and submission in collaboration with the Guernsey office FATCA and CRS reporting Develop a data testing programme to identify issues with the FATCA/CRS data. Working with the operations, drive remediation of this data Compile, analyse and submit the FATCA/CRS filings to SARS and to Guernsey for PWP (IGOR) Qualifications, experience competencies Knowledge of financial products and processes ie LISP products discretionary investments, retirement annuities, living annuities, preservation funds, tax free savings, endowment policies Understanding of financial investments collective investments, ETFs and shares Strong understanding of accounting and tax. Ability to work with and understand data; SQL and excel skills Analytical, logical Understanding of the testing process ie how to devise expected results and test for and problem-solve the anomalies Highly numerate Attributes Highly numerate and structured thinker Self-motivated with a sense of ownership Able to engage effectively across business, tax, and technology teams Qualifications Accounting Bcom HDip Tax (an advantage)

View Job Paarl: Senior Accountant (Manufacturing) posted by Lotus HR and Recruitment

Click Go Apply to apply online!

Get Similar Job Alerts

More jobs in South Africa

More jobs in ZA

Browse Accounting / Finance Jobs

Browse Unspecified Jobs

Apply directly for this position. Please read all instructions carefully.

We do not process job applications; we simply aggregate and display job listings.

More related positions

South Africa: We currently have a Learnership Available for people living with a Disability posted by AtripleA recruitment & temps

We currently have a Learnership Available for people living with a DisabilityPosition In-store Sales ConsultantLocationMafikengNationwide!You need to have...

View Job
We currently have a Learnership Available for people living with a Disability

South Africa: Club General Manager (with Regional Personal Training Experience) posted by Planet Fitness

Planet Fitness is looking for a Club General Manager who will be responsible for the overall performance, operations, and member satisfaction of the club....

View Job
Club General Manager (with Regional Personal Training Experience)

South Africa: Diesel Mechanic: Heavy Construction Vehicles posted by Abantu Staffing Solutions

REQUIREMENTSQualified Diesel Mechanic Trade Test Red Seal or equivalentMinimum of 35 years post-qualification experience working on heavy construction...

View Job Pretoria: Financial Accountant / Consultant - Johannesburg posted by The Talent Room

View Job
Diesel Mechanic

South Africa: Construction Manager Expat posted by SET Consulting

Job Title Construction Manager Expat positionLocation MauritaniaContract Type 12 Months Fixed-Term Renewable each yearJob Title Construction Manager Expat...

View Job
Construction Manager Expat

South Africa: Nuclear Industry Various positions posted by MECS Africa

Why Join Us?Long-term and short-term project roles availableCompetitive remuneration packagesBe part of projects that shape the future of clean energy in...

View Job
Nuclear Industry Various positions

South Africa: Engineering Manager – FMCG Food posted by Greys Recruitment

RequirementsA Degree or Diploma in Mechanical or Electrical Engineering.8 yearsrsquo trade experience of which least 5 years in a supervisory category...

View Job
Engineering Manager – FMCG Food

South Africa: Technician Supervisor posted by Greys Recruitment

Minimum RequirementsMatric Grade 12 with Maths, Science, and EnglishN6 andor Diploma in Mechanical EngineeringTrade Test in an Engineering field Mechanical...

View Job
Technician Supervisor

Boksburg: Key Account Manager – Southern Africa Corridor posted by Ann Swann Personnel Services

About the CompanyOur client is a pan-African logistics leader with a strong foothold across key Southern African trade corridors. Theyrsquore known for...

View Job
Key Account Manager – Southern Africa Corridor

South Africa: Showroom Assistant / Administrator posted by Greys Recruitment

We are looking for a Showroom Assistant Administrator to join our teamWe are seeking a detail-oriented and proactive individual to support our showroom...

View Job
Showroom Assistant / Administrator

South Africa: Office & UK Lettings Coordinator posted by Greys Recruitment

Our client is seeking an Office amp UK Lettings Coordinator for their team in Cape Town, based in their office.Location Cape TownTimesMonday to Friday 9am...

View Job
Office & UK Lettings Coordinator

South Africa: Sales Executive posted by Greys Recruitment

We are looking for a dynamic and driven Sales Executive with experience in the Construction Materials IndustryResponsibilitiesDeveloping and implementing...

View Job
Sales Executive

South Africa: Farm Manager posted by Kerry Kopp Consulting

Large farm near Ladysmith, Kzn requires a farm manager to oversee operations.The ideal candidate will be responsible for managing all aspects of the farm...

View Job
Farm Manager

Kempton Park: Sales & Account Manager – Mining Aftermarket (Southern Africa) posted by Square 1 Recruitment

If youre ready to blend technical mastery, sales influence, and regional impactthis is your next step.Were recruiting for a global engineering powerhouse...

View Job
Sales & Account Manager – Mining Aftermarket (Southern Africa)

South Africa: Regional Sales Head – Sub-Saharan Africa (Electrical) posted by Square 1 Recruitment

Lead Growth Across Borders for a Global Technology PioneerA world-class leader in intelligent industrial solutions is seeking a commercially driven and...

View Job
Regional Sales Head – Sub-Saharan Africa (Electrical)

South Africa: Field Guide posted by Bushwise

A well-established private game reserve located along the scenic Garden Route is seeking a a pair of passionate and knowledgeable Field Guides to join its...

South Africa: Client Investment Tax Lead – Investment Platforms

South Africa: Client Investment Tax Lead – Investment Platforms

Job Summary

Get Similar Job Alerts

More related positions

South Africa: We currently have a Learnership Available for people living with a Disability posted by AtripleA recruitment & temps

South Africa: Club General Manager (with Regional Personal Training Experience) posted by Planet Fitness

South Africa: Diesel Mechanic: Heavy Construction Vehicles posted by Abantu Staffing Solutions

South Africa: Construction Manager Expat posted by SET Consulting

South Africa: Nuclear Industry Various positions posted by MECS Africa

South Africa: Engineering Manager – FMCG Food posted by Greys Recruitment

South Africa: Technician Supervisor posted by Greys Recruitment

Boksburg: Key Account Manager – Southern Africa Corridor posted by Ann Swann Personnel Services

South Africa: Showroom Assistant / Administrator posted by Greys Recruitment

South Africa: Office & UK Lettings Coordinator posted by Greys Recruitment

South Africa: Sales Executive posted by Greys Recruitment

South Africa: Farm Manager posted by Kerry Kopp Consulting

Kempton Park: Sales & Account Manager – Mining Aftermarket (Southern Africa) posted by Square 1 Recruitment

South Africa: Regional Sales Head – Sub-Saharan Africa (Electrical) posted by Square 1 Recruitment

South Africa: Field Guide posted by Bushwise

South Africa: SENIOR HEALTH & SAFETY CONSULTANT posted by WENZ

South Africa: Glass and Aluminium Installer Team Leader posted by WENZ

South Africa: PA TO 4 DIRECTORS – CBD, Cape Town posted by Elev8

South Africa: Specialized Call Center Agent – App Support Specialist posted by Planet Fitness

South Africa: Maintenance Planner (Mechanical,Electrical,Instruments) $15,000-$20,000p/m posted by Deka Minas (Pty) Ltd

South Africa: Sales Manager (Textiles) posted by The Key Recruitment Group

South Africa: Maintenance Technician posted by Profile Personnel

South Africa: SAP Architectural Lead (Remote) posted by Profile Personnel

South Africa: Workshop / Field Service Technician posted by Headhunters

South Africa: Nail Art Technician posted by MF Spa & Beauty Placements

What do the people say?

South Africa: Client Investment Tax Lead – Investment Platforms

South Africa: Client Investment Tax Lead – Investment Platforms

Job Summary

Get Similar Job Alerts

More related positions

More Jobs in Your Area

What do the people say?