Tax Advisor

Description

OVERALL PURPOSE Advising and consulting with clients on SA and international tax engagements, both personal and corporate tax. WORKING RELATIONSHIPS The position reports to and works directly with the Partner Tax Advisory within the Family Office. Other working relationships include all members of the extended Family Office Team. The role requires close and regular interaction with team members in both the Johannesburg and Cape Town offices.

Key Responsibilities

PRINCIPAL ELEMENTS AND ACCOUNTABILITIES

• Consulting and writing of tax opinions
• Conducting research and keeping abreast of the latest developments in tax
• Provision of exchange control advice and drafting of exchange control applications
• Preparation of tax computations for clients
• Review of tax returns
• Drafting of objections and appeals to assessments and assistance with SARS queries including dispute resolution with SARS
• Sundry correspondence with SARS
• Involvement from time to time in tax aspects relating to special assignments including corporate restructurings, listings, investigations, due diligence and other investigations, etc.
• Preparation and presentation of in-house training programs.
• Periodic contributions to the in-house technical and other publications

QUALIFICATIONS AND SKILLS

• CA (SA) / LLB / M Com Tax or studying towards it)
• High net worth and international tax experience would assist the candidate
• Minimum of 2-3 years relevant working experience within a consulting tax environment.
• Good communication skills, both oral and in writing
• Ability to manage multiple assignments
• Strong tax technical skills
• Strong ability to interpret financial information, company and trust structures and transactions, accounting knowledge preferred
• Research and report writing

COMPETENCIES AND BEHAVIOURS

• Planning & Organizing: Schedules & manages workload effectively, thinks ahead, sets plans to achieve goals
• Teamwork: Supports & works towards team goals, shares information, is helpful & co-operative, works effectively with people outside immediate team and within the wider group
• Communication skills: Communicates clearly and concisely, listens effectively, written communication is well presented
• Client orientated: Understands and satisfies client needs at all times, delivers excellent client service, takes full responsibility & accountability for all client matters including delegated tasks.
• Accuracy, quality & productivity: Delivers work of a high standard, output is accurate & error free, productivity is satisfactory & consistent
• Strategic & commercial Focus: Demonstrates tenacious cost consciousness for the business, adds value to the business.

Education Level Professional

Experience Level Proven Relevant Experience

Benefits Comprehensive Benefits Package