Senior Manager: Individuals, Trusts, Estates and Expatriate Compliance (JHB Illovo) at BDO South Africa

BDO Johannesburg has a vacancy for a Senior Manager within the Individual, trusts, estates, and expatriate compliance business unit - Tax Department. Reporting to the leadership of the business unit. Functions may include

• Partner in key client relationships to provide advise and support the client in their employees’ tax function.
• Managing a portfolio of clients including understanding the client expectations.  
• Assisting BDO to achieve its financial targets driving the BDO brand, business development, tax competence and client service in line with BDO values.
• Grow and develop new business opportunities – focusing on identifying opportunities for other business units.
• Interpreting and applying theoretical knowledge to a practical business solution by utilizing a sound knowledge of basic income tax law.
• Assisting with the research and preparation of proposals
• Gathering information from various sources by using effective research tools 
• Drafting technically correct opinions and reports for review and providing tax opinions and advise to clients.
• Preparing and/or reviewing income tax returns and supporting tax schedules.
• Preparing and/or reviewing provisional tax calculations.
• Preparing and/or reviewing objections and appeals.
• Visiting clients to discuss tax issues and assist clients with SARS audit and queries.
• Present technical training topics.
• Liaising with SARS.
• Adapting to a changing work environment and accommodate changing client demands.
• Producing accurate work to a high technical standard while coaching and mentoring junior staff.
• Performance manager to allocated staff.
• Quality control of all deliverables and ensuring compliance with the BDO risk policies and procedures to ensure meeting of statutory deadlines.
• Financial discipline, manage staff as well as WIP, monthly invoices and outstanding debtors.

Requirements

Qualifications:

• Minimum B. Com.
• Preferably post graduate qualification in Tax or B. Com Hons.

Experience:

• Member of South African Institute of Taxation (SAIT)
• Registered Tax Practitioner
• Minimum of 10 years’ tax experience  
• 3 years’ managerial experience in an advisory environment

Competencies:

• Excellent communication skills (including verbal and written)
• Ability to work independently with minimal supervision
• Strong focus of risk processes and procedures
• Technical competency
• Planning and organizational skills
• Leadership skills
• Negotiating skills
• Strategic thinking
• Well versed in all facets of general tax compliance (systems, e-filling, SARS liaison, deadline management)
• Must have good knowledge of South African Income Tax
• Need to be assertive and pro-active
• Task driven
• Team player