Job Description
About the Role
The Hiring House is seeking a highly skilled Client Investment Tax Lead to join their team in Western Cape. As a key member of the investment tax team, you will be responsible for driving the compilation and execution of test plans to ensure accuracy of tax calculations and reports. You will also be responsible for ongoing monitoring of data for data quality issues and reviewing business rules, forms, processes, and systems to ensure client tax administration and reporting objectives are met.
Key Responsibilities
- 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.
- 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.
Requirements
- 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, ETF’s 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
Qualifications
No qualifications mentioned in the original job description.
Salary & Benefits
No salary or benefits information mentioned in the original job description.
How to Apply
Click the green “Go Apply” button below to apply directly online with the employer.
About Finance/Accounting Management Jobs in Western Cape
In Western Cape, South Africa, the finance and accounting management field is generally thriving, with a strong demand for skilled professionals to drive business growth and optimise financial performance. The region’s diverse economy, which includes various sectors such as technology, manufacturing, and services, creates a wide range of opportunities for finance professionals. As a result, job seekers in this field can expect a competitive market with varying levels of complexity depending on the industry sector.
Typically, finance and accounting management positions in Western Cape offer broad salary ranges, often falling within the R400 000 to R700 000 per annum bracket, depending on factors such as experience, company size, and industry sector. For example, senior roles may command higher salaries, while entry-level positions may start at around R250 000. However, it is essential to note that these figures are general estimates, and actual salaries can vary significantly based on individual circumstances.
Common skills required for finance and accounting management roles in Western Cape include expertise in financial planning and analysis, budgeting and forecasting, financial reporting and compliance, leadership and management, communication and interpersonal skills, analytical and problem-solving abilities, and technical proficiency in accounting software such as SAP or Microsoft Dynamics. These skills are highly valued across various industries, including the financial services sector, technology industry, manufacturing sector, and more.
These roles are often found in industries that require strong financial planning and management, such as the technology industry, where companies like Google and Microsoft operate. The manufacturing sector also frequently employs finance professionals to oversee production costs and optimize supply chains. In addition, the services sector, which encompasses various industries, including healthcare and education, also requires skilled finance professionals.
Career development opportunities in finance and accounting management are diverse, with many professionals progressing to senior leadership roles or moving into specialised areas such as audit and assurance, risk management, or financial planning. With experience and further training, finance professionals can take on increasingly complex challenges and assume more senior responsibilities within their organisations.
This information provides general career guidance. Actual salaries and requirements vary by employer.
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