Senior Tax Specialist at Old Mutual

Responsibilities:

Corporate Tax Reporting

• Manage monthly, quarterly, and annual corporate tax calculations (current and deferred tax).
• Lead preparation/review of ETR analyses and supporting schedules.
• Perform detailed review of tax disclosures for annual financial statements.
• Ensure accuracy and completeness of tax data used in financial reporting.
• Provide effective tax rate analysis and commentary.
• Prepare OMI Group consolidated tax reporting and commentary.
• Perform detailed review of the Global Minimum Tax for the OMI Group.

Corporate Income Tax Compliance

• Manage the preparation, perform detailed reviews, and manage the submission of corporate income tax and provisional tax returns, ensuring accuracy and timely filing.
• Manage SARS queries, audits, objections, and appeals related to corporate tax matters, ensuring timely and accurate resolution.

Tax Risk Management

• Implement the Tax Risk Policy, execute control assessments, and maintain tax risk registers.
• Ensure strong control evidence for internal and external audits.
• Monitor emerging tax risks and changes in legislation and escalate material risks.
• Support remediation of identified control weaknesses and track completion of corrective actions.

Tax Advisory

• Provide operational tax guidance to Finance, HR, Payroll, and business units.
• Assess the tax implications of transactions, restructures, and new initiatives, and ensure their correct implementation within the business.
• Analyse international tax implications, including Controlled Foreign Company (CFC) assessments, and ensure compliance with relevant legislative requirements.

People Management

• Provide day‑to‑day guidance and technical coaching to the tax team.
• Foster a collaborative, high‑performance culture aligned to OMI values and behaviours.
• Support performance management processes, including goal‑setting, feedback discussions, and development planning.
• Mentor junior team members to build technical capability and strengthen the tax talent pipeline.

Stakeholder Management

• Build effective working relationships with Finance, HR, Payroll, business units, OML Group, and external advisors to support accurate tax compliance and reporting.
• Maintain strong stakeholder relationships and positive stakeholder feedback scores through consistent, high‑quality engagement.

Qualifications:

• BCom Accounting/Tax + Postgraduate Tax qualification OR CA(SA).
• 5–8 years’ corporate tax experience, including reporting, compliance, and advisory, with experience in the insurance or financial services sector preferred.
• Hyperion Financial Management experience is advantageous.