Cross Border Tax and Fiduciary Advisor (Cape Town) at Investec

Description

• The successful candidate will join Investec's Tax & Fiduciary Advisory team, a specialist, high-performance unit within Investec Private Bank and Investec Wealth & Investment International. 
• The team provides high-net-worth and ultra-high-net-worth individuals, families, and business owners with bespoke, intergenerational tax and estate planning solutions — both domestically and cross border.
• The scope of work includes tax-efficient structuring, exchange control planning, global estate and succession strategies, and fiduciary advice. The team is a technical centre of excellence, known for simplifying complexity and delivering solutions that align with the personal, professional, and commercial interests of our clients.
• The team works closely with Investec Private Bankers, Wealth Managers, and internal partners across the business as part of a private client strategy and the team is also well-connected to a network of top-tier external legal, tax, and fiduciary professionals.
• This is a team for individuals who value excellence, curiosity, collaboration, and integrity. The culture is supportive, client-centric, and intellectually rigorous — with a focus on deep relationships, continuous learning, and creating long-term value. We pride ourselves on maintaining a consistent house view, peer-reviewed output, and a proactive, “sniper approach” to delivery.
• If you are energised by meaningful client work, technical depth, and the opportunity to help shape industry-leading private client solutions, we encourage you to apply.

Key responsibilities

• As a Cross-Border Tax & Fiduciary Advisor, you will work under the guidance of senior advisors, supporting the delivery of high-quality tax, estate, and fiduciary solutions to Investec's high-net-worth and ultra-high-net-worth clients. This is a development-focused role, offering meaningful exposure to complex, cross-border matters and the opportunity to grow into a full advisory capacity over time.

Your responsibilities will include:

• Assisting senior advisors in preparing client-facing proposals, reports, and structuring memorandums.
• Conducting technical research on South African and international tax laws, exchange control regulations, and fiduciary planning structures.
• Supporting the drafting and review of estate planning documents including wills, trust deeds, loan agreements, and related legal instruments.
• Preparing first-draft exchange control applications and assisting with submissions.
• Coordinating implementation tasks under the supervision of senior team members, including facilitation with external advisors.
• Attending client meetings, capturing meeting notes, and managing follow-up actions.
• Liaising with internal support areas and Investec product houses (e.g., Private Bank, Life, Wealth, Exchange Control) to facilitate client deliverables.
• Tracking legislative and regulatory updates and contributing summaries for internal knowledge sharing.
• Assisting in the drafting of internal newsletters, thought pieces, or technical content under guidance.
• Helping maintain internal technical toolkits and client file systems.
• Providing logistical and technical support for internal training sessions and presentations.
• Building relationships with internal stakeholders to support client delivery and collaboration.

This is a development-focused role, offering meaningful exposure to complex cross-border matters, with a clear pathway to    growing into a full advisory capacity:

• Identify structuring opportunities that support client acquisition, retention, and cross-sell strategies.
• Understand and apply current tax and trust legislation, both domestic and offshore.
• Build confidence in navigating global tax trends and their relevance to private clients.

Experience, skills and capability

• Bachelor's degree (LLB, BCom Law, BCom Accounting or equivalent) with tax-related subjects.
• Postgraduate diploma in tax or CFP® designation is an advantage (not mandatory). 
• 0–5 years of relevant experience in tax, legal, accounting, or fiduciary environments (including articles or internships).
• Accounting graduates or junior CAs(SA) with an interest in private client advisory are welcome to apply.
• Law graduates or admitted attorneys with an interest in tax, estate planning, and structuring are equally encouraged to apply.
• Proactive and intellectually curious, with a strong willingness to learn and grow into a full advisory role.
• Sound legal and/or tax research and analytical skills.
• Clear, concise writing and drafting ability.
• Excellent time management; comfortable managing multiple deadlines under pressure.
• Collaborative, solutions-oriented team player with high attention to detail.
• Passionate about private client work, with a desire to develop deep expertise in tax, estate, and fiduciary planning.