KEY RESPONSIBILITIES
Responsible for providing a tax compliance service to individual, trust, estate and company portfolio
clients of Sanlam Private Wealth. The role is key to securing and retaining the managed share
portfolios of the Portfolio Management team.

WHAT WILL YOU DO?
Accurately compute, complete and submit provisional tax returns

Arrange provisional tax payments

Accurately compute, complete and submit annual tax returns

Accurately compute, complete and submit annual tax returns for deceased estates

Arrange assessed tax payments
Check income tax assessments
Submit supporting documents
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 matters
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

WHAT WILL MAKE YOU SUCCESSFUL IN THIS ROLE?
Willingness to learn
Client focus – building strong relationships with clients and colleagues
Collaboration – working inclusively with others
Resilience – working to deadlines and under pressure
Excellent written English

QUALIFICATIONS AND EXPERIENCE
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

Contact information

Pieter