Sanlam Private Wealth crafts customised investment portfolios for high net worth private clients, charitable institutions, trusts and corporate entities.
With assets under management and administration of more than R151 billion, we offer a comprehensive and integrated suite of wealth management solutions. These include equity, retirement and offshore investment portfolios, fiduciary and tax services, an equity-backed finance offering, a global stockbroking service and derivatives trading.
At Sanlam Private Wealth, our clients are at the core of everything we do. For this reason, we employ people with passion individuals who thrive in an entrepreneurial, high-energy environment.
Sanlam Private Wealth is part of the Sanlam Investments Group, a leading investment and wealth management business in South Africa, Sub-Saharan Africa, Australia and Europe.
Overview
Responsible for providing a tax compliance service to a high net worth portfolio of clients of Sanlam Private Wealth. The role is key to securing and retaining the managed share portfolios of the Portfolio Management team. Some book build will be required.
What will you do?
- Accurately compute, complete and submit provisional tax returns
- Arrange provisional tax payments
- Accurately compute, complete and submit annual tax returns
- Arrange assessed tax payments
- Check income tax assessments
- Lodge objections
- Correspond with clients and SARS
- Resolve client and SARS queries within the legislated timeframes
- Obtain tax clearances
- Attend to cessation of tax residency mattes
- Keep abreast of applicable legislation
- Accurately and timeously maintain records relating to tax clients, including filing
- Arrange for the recovery of fees relating to tax work undertaken
- Contribute to internal and client communications
- Consolidate and grow the tax book
- Building strong relationships with clients and colleagues
- Collaboration
- Planning and prioritizing work to meet commitments, aligned to the goals of the business
- Relevant post graduate qualification
- Registration as a tax practitioner in good standing
- Five or more years experience in a similar role where work was undertaken independently and without assistance
- A proven track-record
- Fluency in English and Afrikaans
- Analytical and numerical skills
- Computer literacy: proficiency in Word, Excel and the SARS NITS system and income tax software
- Excellent knowledge of tax law principles
- Excellent written and verbal skills
- Strong numerical orientation
- Highly organized with a high level of customer focus
- Accurate and detail orientated
- Critical and analytical capability
- Ability to perform well under pressure and show maturity, confidence and resilience
- Excellent listening, communication and interpersonal skills
- Pro-Active approach to work, clients, problem solving
- Learning agility and curiosity
- Assertive
- Passionate ownership for results
Were all about building strong, lasting relationships with our employees. We know that you have hopes for your future your career, your personal development and achieving great things. We pride ourselves in helping our employees to realise their worth.
Through its business clusters Sanlam Personal Finance, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate, Santam, Mi-way, as well as the Group Office the Sanlam Group provides many opportunities for growth and development.
Turnaround time
The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.
- To be considered for the above opportunity please upload your detailed CV on or before 22 February 2023
- Please note that if you are not contacted within two weeks after the closing date your application has been unsuccessful
The Sanlam Group is committed to transformation and embracing diversity, and our employment equity plan and targets will be considered as part of the recruitment process. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society as well as people with disabilities.
