We are looking for a experienced Fiduciary Compliance Manager to join the team.

QUALIFICATIONS AND EXPERIENCE:

• Chartered Accountant (CA) SA qualification is essential.
• At least 10 years’ proven previous experience in a private wealth or trust company environment,working with high net worth matters.
• Extensive and current knowledge of investments, accounting and tax relating to trusts, companies,CC’s and estates.

PURPOSE OF THE ROLE:

• To manage and oversee the accounting and tax compliance functions housed within Fiduciary and Tax.
• To attend to complex accounting issues.
• To hold office as trustee on complex trusts.
• To hold office as executor and oversee the completion of estates.
• To liaise with high net-worth clients.
• To manage and oversee management accounts and budgets relating to the compliance function.
• To provide support to the Head of Fiduciary and Tax.
• To contribute to publications and marketing.
• To promote the Fiduciary and Tax business offering.
• To manage a team and operation functionality of the Fiduciary and Tax Department
• To have a thorough understanding of risk and risk framework within the environment from a business and client perspective.
• This role will oversee the Fiduciary Compliance team and Fiduciary Assistants within the Fiduciary and Tax Department

WHAT WILL YOU DO:

• Take full responsibility for the day-to-day management of the compliance function, ensuring timeous and accurate completion of duties of the team.
• Set and maintain high standards of behavior and industry compliance.
• Implement checks and controls to ensure a high standard of work.
• Ensure that staff perform optimally while adhering to the values and policies of the business.
• Travel from time to time.

Contact information

Pieter