The Role The Tax Consultant plays a critical role within the Tax team, ensuring strict adherence to tax laws and regulations to facilitate favourable customer outcomes regarding tax compliance. Responsibilities include acting as a liaison between the company, its clients, and external service providers, ensuring timely communication and progress updates. Collaboration with the Customer Services team is essential to meet both customer expectations and revenue targets.
This is a one-year fixed-term contract, intending to make Permanent upon successful completion of the fixed term. This is an office-based role.
Key Responsibilities Primarily:
a) Engage with customers.
b) Request SARS E-filing profile and update customer details as required.
c) Complete SARS registrations and reactivations for customers.
d) Complete tax status checks on e-Filing to evaluate if a taxpayer is tax compliant or non-compliant.
e) Checking on e-Filing to determine if a taxpayer has ceased their tax residency?
f) Preparing and submitting income tax returns.
g) Preparing tax calculations.
h) Escalating outstanding matters with SARS
i) Disputing and objecting to administrative penalties raised by SARS.
Secondarily:
a) Handling ad-hoc requests as per instruction from the Team Leader.
b) Assisting fellow team members where needed.
c) Ensure compliance with all related legislation, e.g., FSCA, FAIS, FICA etc.
d) Keeping up to date with legislative changes and communicating these to business.
e) Develop and maintain any calculators and/or tax aids.
f) Participating in projects (for example. final tax returns, admin penalties etc.)
g) Assisting other business units with inquiries.
h) Continuously seeking better ways to conduct business and improve processes.
Compliance
a) Comply with all company standard operating procedures (SOPs), policies, guidelines, and procedures.
Learning and development
a) Being available and willing to learn existing and new processes that may be added to the suite of products/servicesfrom time to time.
Role requirements
It is recommended that the candidate possess any combination of the following:
a) Tertiary qualification in Tax, i.e., Certificate/ Diploma or Degree.
b) Tax/ Financial Services/ Banking/ Customer Service or Call Centre experience.
c) Exposure to and/or theoretical knowledge of FICA legislation.
d) Minimum approximately two years’ experience in a reasonably complex process orientated environment, preferably within the Financial Services industry.
e) Salesforce CRM knowledge and/or experience.
f) Knowledge of Tax and associated services.
g) Excellent communications skills, verbal & written (Afrikaans & English).
- Ability to write clearly, courteously, and professionally with excellent e-mail etiquette.
- Confident communication with clients.
- Ability to distil complex issues into succinct and easily understood language to convey key messages.
h) Relationship management with various stakeholders (establish, develop, and maintain relationships)
i) Strong interpersonal skills coupled within a resilient yet enthusiastic life disposition, including the ability to remain calm indynamic situations and project with sunny poise and aura.
j) Excellent collaboration skills to deliver cohesive outcomes.
k) Excellent networking skills and the ability to interact confidently with stakeholders at different levels.
l) Proven ability to be self-motivated and work autonomously, while also working successfully within a team.
m) Proven organisational skills including the ability to prioritise work to ensure deadlines are consistently achieved.
n) Strong attention to detail and follow through.
o) High degree of initiative and motivation.
p) Demonstrated inclusive, collaborative, and engaging approach; including the ability to consult, facilitate, negotiate, andinfluence a broad range of people at all levels in a medium sized corporate environment.
q) An ability to work under pressure in a rapidly changing environment.
