Stonehage Fleming clients are defined by their purpose and ambition rather than by simple measures of current wealth.
Whatever the stage of their financial life story, they have in common a need for high quality strategic advice and planning, operational support and execution. To meet their needs we are able to draw on a rich array of in-house experience ...
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Accounts maintenance of relevant information to trial balance level as well as the preparation of financial statements Trusts & companies)
Maintaining entity ledgers on a regular basis ensuring they are up-to-date
Systematic filing and information gathering of client agreements with third parties to identify actions required such as issuing invoices.
Work with relationship managers to gather relevant information to allow the team to prepare financial reports, tax and other statutory returns for our clients within strict deadlines
Liaising with the Trust Administrator and Middle Office Teams to ensure adequate supporting documents are in place for various updates in clients.
Provision of relevant reports for client reporting purposes including client meeting preparation
Provision of reporting for local and international tax purposes
Manage and maintain the tax compliance of allocated clients(Individuals, Trusts & Companies) by ensuring all tax affairs are accurate, up to date and adhere to relevant legislation.
QUALIFICATIONS AND EXPERIENCE
BCom Accounting graduate having completed SAIPA Articles (with Professional exam passed)
Practical experience within the financial services environment in a similar role, with exposure to local trust and company structures.
Experience in a deadline-driven environment.
Registered tax Practitioner or able to complete the SARS readiness program during the interview process
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