Fiduciary and Tax Specialist SPW at Sanlam Private Wealth

Job description

Key Responsibilities:

• To provide tax and fiduciary advisory services to clients, including advice with regard to wills, SA trusts, offshore trusts and the tax consequences of any of the above, as well as related matters
• To work closely with SPW Wealth and Portfolio Managers to promote the SPW Fiduciary and Tax services to all stakeholders (e.g. clients. Intermediaries, International Offices: Summit (Mauritius)
• To write technical articles and conduct presentations on fiduciary matters
• To consult with clients and market the Fiduciary and Tax services by identifying new business opportunities
• To advise on estate planning for clients

Minimum Requirements:

• Relevant tertiary qualification
• 3-5 years’ experience within taxation related role
• Experience with high net value customers within a financial services industry is preferable
• An LLB degree and post graduate qualification in taxation will be an advantage
• Technical Competencies:
• Ability to work with people at all levels across the company and manage out-sourced resources
• Project planning and management
• Ability to analyse and interpret tax and fiduciary trends
• Knowledge of relevant tax and fiduciary legislation

Behavioral Competencies:

• Self-starter and proactive individual
• Energetic and flexible
• Ability to market tax and fiduciary service to all stakeholders
• Ability to deal effectively and credibly with both senior business managers, high net worth clients and employees
• Ability to communicate clearly and effectively to all stakeholders including the media coupled with good writing and editing skills
• Excellent organizational skills, team-oriented attitude, ability to meet deadlines and handle multiple priorities
• Ability to work independently and meet deadlines and quality levels
• Excellent interpersonal and networking skills with particular focus within tax and fiduciary
• Ability to work effectively within a fast moving pressurized environment
• Demonstration of living the company’s values – being transparent, passionate and innovative
• Strong analytical and attention to detail
• Strong customer orientation towards all stakeholders

Additional Information:

• Preference will be given to suitably qualified and experienced South African equity candidates
• Only shortlisted candidates will be contacted
• Please note that if you are not contacted within 2 weeks after the closing date your application has been unsuccessful