Menu Close

South Africa: Client Investment Tax Lead – Investment Platforms

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  Johannesburg North: Financial Accountant posted by Network Finance

Click Go Apply to apply online!


Get Similar Job Alerts
Enter your WhatsApp number (e.g., +27740908132)
You'll receive alerts for new jobs in South Africa, ZA

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


Pietermaritzburg: HOUSE SUPERVISOR – this is a live in position posted by CHOC CHILDHOOD CANCER FOUNDATION SOUTH AFRICA

To supervise patient admissions to the house in conjunction with the relevant hospital and CHOC staff. To ensure that the CHOC house policy and house...


View Job
HOUSE SUPERVISOR – this is a live in position

South Africa: Buyer/Procurement Officer

REQUIREMENTS Matric, or similar qualification Minimum 7 years of experience in a purchasing or procurement role Proficiency in Microsoft Office Suite Word,...


View Job
Buyer/Procurement Officer

South Africa: Refrigeration Engineer

Minimum Requirements Must have a minimum of 10 years experience as a Refrigeration Engineer in the Marine and Fisheries Industry BEng Mechanical ...


View Job
Refrigeration Engineer

Pretoria East: Assistant Manager – and Progress to a Manager posted by South African Military Surplus (Tent Pro)

The right candidate will begin as an Assistant Manager and progress to a Manager.We are looking for preferably a young Afrikaans Male between the ages of...

View Job  Paarl: Executive Assistant (Finance and Operations)

View Job
Assistant Manager – and Progress to a Manager

South Africa: Copywriter

Copywriter Join a Creative Content Team Behind National Geographic Traveller UK and Living360 Remote R30,000 R35,000 per month About Our Client Our client...


View Job
Copywriter

South Africa: Finance Business Partner

Finance Business Partner Constantia Cape Town Our FMCG client is looking for a Finance Business Partner with 1-2 years years experience. Ideally from the...


View Job
Finance Business Partner

South Africa: Test Engineer (24 Months)

REQUIREMENTS Affirmative Action South African citizens preferred Minimum 4-year Engineering Degree Familiarity with engines and powertrain-related concepts...


View Job
Test Engineer (24 Months)

South Africa: Life Outbound Sales Consultant

Responsibilities Selling products telephonically. Achievement of sales targets and objectives. Adherence to Quality and Compliance processes to minimize...


View Job
Life Outbound Sales Consultant

Sandton: Business Development Manager posted by Hikvision South Africa

Should have large experience for developing Industrial market by approaching and building solid relationship with both Distributors and End Users.Good...


View Job
Business Development Manager

Sandton: Network Product Sales Engineer posted by Hikvision South Africa

Familiar with the mainstream network communication product brands and distribution channels in the South African market. Has a history of cooperation with...


View Job
Network Product Sales Engineer

Boksburg: Sales Specialist – Urgently Needed posted by Zoomlion South Africa

Locations Boksburg, Durban, Bloemfontein, Middelburg and LimpopoJob ResponsibilitiesMeeting monthly sales targets.Prospecting, qualifying and generating new...


View Job
Sales Specialist – Urgently Needed

South Africa: Portuguese Speaking Sales Agents

Good Call Centre Sales Direct Sales experience - Fluent in Portuguese and English written and spoken - Call Centre Sales Direct Sales experience,...


View Job
Portuguese Speaking Sales Agents

South Africa: Civil Construction Estimator (Tenders – Wellington)

Position Civil Construction Estimator Tenders Location Cape Winelands Salary R50,000 R70,000 CTC Requirements Degree or Diploma in Civil Engineering or...

View Job  Gauteng: Sales Engineer - Africa Region posted by Network Finance

View Job
Civil Construction Estimator (Tenders – Wellington)

South Africa: Sales Development Representative (Remote South Africa)

J ob Requirements Matric A tertiary qualification in Marketing, Finance 3 to 5 years of experience Candidates with experience in the Financial Services...


View Job
Sales Development Representative (Remote South Africa)

South Africa: Safety Officer

Safety Officers Description of Position The SHE officer identifies, reviews and evaluates hazards within the work environment implements the controls and...


View Job
Safety Officer

South Africa: Campaign Manager (CPT)

ENVIRONMENT BE responsible for maintaining strong relationships with clients, managing client projects, and ensuring that projects are executed on time and...


View Job
Campaign Manager (CPT)

South Africa: Software Support Technician (Afrikaans speaking)

ENVIRONMENT A customer-centric solutions-driven Software Support Technician is sought by an innovative Software Specialist catering a suite of products to...


View Job
Software Support Technician (Afrikaans speaking)

South Africa: Groups/Incentives Inbound Consultant

Leading DMC is looking for an experienced GroupsIncentives Inbound Consultant to quote tour products. Experience required 3 to 4 years experience handling...


View Job
Groups/Incentives Inbound Consultant

South Africa: International Trade Buyer Consultant

REQUIREMENTS Grade 12, relevant qualification highly advantageous Minimum 5 yrs experience in procurementlogistics imports exports daily basis Pastel...


View Job
International Trade Buyer Consultant

South Africa: Senior Graphic Designer and Conceptualizer

Location Remote Cape Town Type Full-Time Department Marketing Start Date As soon as possible Salary R26 000 pm Time UK Hours About the Role My Client, a...


View Job
Senior Graphic Designer and Conceptualizer

South Africa: Office Administrator (Vanderbijlpark)

Position available for an OFFICE ADMINISTRATOR in Vanderbijlpark. 3 Day workweek Tuesday to Thursday. Remuneration of R 11 000 per month, NO medical and...


View Job
Office Administrator (Vanderbijlpark)

South Africa: Opencast Blaster

Experience Qualifications Education Senior Certificate, National Grade 12 with Maths. DMR Opencast Blasting ticket MQA Rock Breaking Certificate 01072009...


View Job
Opencast Blaster

South Africa: Collections Secretary

Minimum requirements Matric 3 Years plus experience as a Collections Secretary High Court and Magistrates Court Experience with Levy Collections would be an...


View Job
Collections Secretary

South Africa: Bookkeeper

Bookkeeper Join a UK-Based Team Office-Based Role in Cape Town, Supporting UK Hours Accounting Cape Town R21,500 - R26,500 per month About Our Client Our...


View Job
Bookkeeper

South Africa: Accountant

Accountant Brackenfell Cape Town Our commercial manufacturing client in Brackenfell Cape Town is looking for an Accountant with SAIPA completed articles...


View Job
Accountant

Share this to someone who needs a job:
Posted in Jobs in South Africa, Jobs in ZA

More Jobs in Your Area