Director: Personal Income Tax Analysis at National Treasury

Qualification/s Requirements

• A Grade 12 is required coupled with a minimum B. Degree (NQF 7) in Economics/ Taxation/ Finance;
• A minimum 5 years’ experience at a middle or senior managerial level obtained within an economics, finance and/or tax environment;
• Knowledge and experience of economic analysis with a proven record of independent research;
• Knowledge and understanding of the broader public finance framework; and 
• Successful completion of the Nyukela Public Service Senior Management Leadership Programme as endorsed by the National School of Government available as an online course on https://www.thensg.gov.za/training-course/sms-pre-entry-programme/, prior to finalisation of an appointment.

Key Performance Areas

Evaluate Impact Analysis of Personal Income Tax (PIT) Reforms:

• Estimate pre-tax proposal adjustments for fiscal drag;
• Propose tax changes to individual income tax regime that will contribute to alleviating poverty and unemployment and providing adequate social assistance to vulnerable groups (children, sick, elderly and those with disabilities); and
• Initiate appropriate adjustments of tax brackets, rebates structure and marginal tax rates per individual, personal income tax bracket.

Analyse Financial Sector/ Market trends and Formulate Optimal Income Tax Proposals (at individual and other juristic person levels):

• Review the income tax treatment of returns generated from investments in – and activities of – alternative investment vehicles including, but not limited to: hedge funds, private equity, venture capital funds, leveraged buyout funds, collective investment schemes, etc.

Social Security, Pension and Retirement Reform, and Other Savings (specifically as it relates to individuals):

• Conduct analysis and provide advice on incentives, disincentives, potential behavioural consequences and distributional impacts resulting from the interaction of the tax system with savings and social security, pension and retirement reforms; and
• Analyse savings and social security, pension and retirement reforms.

Respond to Parliamentary, Ministry, and Public Enquiries; and research on MTBPS and Budget:

• Prepare informed and concise written responses, in a timeous manner;
• Raise pertinent tax policy issues from correspondence or enquiries with line manager (and other relevant NT officials) and suggest the appropriate process to follow to address these issues; and
• Contribute to the MTBPS and annual Budget preparations.