Tax Administrator (Durban) at Sanlam Group

Key Responsibilities

• Responsible for providing a tax compliance service to individual, trust, estate and company portfolio clients of Sanlam Private Wealth. The role is key to securing and retaining the managed share portfolios of the Portfolio Management team.

What will you do?

• Accurately compute, complete and submit provisional tax returns
• Arrange provisional tax payments
• Accurately compute, complete and submit annual tax returns
• Arrange assessed tax payments
• Check income tax assessments
• Lodge objections
• Correspond with clients and SARS
• Resolve client and SARS queries within the legislated timeframes
• Obtain tax clearances
• Attend to cessation of tax residency mattes
• Keep abreast of applicable legislation
• Accurately and timeously maintain records relating to tax clients, including filing
• Arrange for the recovery of fees relating to tax work undertaken
• Contribute to internal and client communications
• Consolidate and grow the tax book

What will make you successful in this role?

• Willingness to learn
• Client focus – building strong relationships with clients and colleagues
• Collaboration – working inclusively with others
• Resilience – working to deadlines and under pressure
• Fluency in English and Afrikaans
• Excellent written English

Qualification and experience

• Relevant post graduate qualification
• Registration as a tax practitioner in good standing
• Five or more years’ experience in a similar role where work was undertaken independently and without assistance
• A proven track-record

Knowledge and skills

• Analytical and numerical skills
• Computer literacy: proficiency in Word, Excel and the SARS NITS system and income tax software
• Excellent knowledge of tax law principles
• Planning and alignment – planning and prioritizing work to meet commitments aligned to the goals of the business
• Accountability – holding self and others accountable to meet commitments

Personal qualities

• Learning agility and curiosity
• Strong numerical orientation
• Accurate and detail orientated
• Ability to perform well under pressure and show maturity, confidence and resilience
• Excellent listening, communication and interpersonal skills
• Pro-active approach to work, clients and problem solving