Tax Advisor at Stonehage Fleming

OVERALL PURPOSE

• Advising and consulting with clients on SA and international tax engagements, both personal and corporate tax.

WORKING RELATIONSHIPS

• The position reports to, and works directly with the Partner - Tax Advisory within the Family Office. Other working relationships include all members of the extended Family Office Team. This role is a legal and tax specialist advising clients on personal tax and exchange control issues, including cross border transactions. The role may offer legal opinion and regulatory advisory. This is a client facing and income generating role.

PRINCIPAL ELEMENTS AND ACCOUNTABILITIES 

• Consulting and writing of tax opinions
• Conducting research and keeping abreast of the latest developments in tax
• Provision of exchange control advice and drafting of exchange control applications
• Preparation of tax computations for clients
• Review of tax returns
• Drafting of objections and appeals to assessments and assistance with SARS queries including dispute resolution with SARS
• Sundry correspondence with SARS
• Involvement from time to time in tax aspects relating to special assignments including corporate restructurings, listings, investigations, due diligence and other investigations, etc.
• Preparation and presentation of in-house training programs. 
• Periodic contributions to the in-house technical and other publications 

QUALIFICATIONS AND SKILLS

• CA (SA) / LLB / M Com Tax
• High net worth and international tax experience would be preferable
• Minimum of 3 years relevant working experience ideally within a consulting tax environment.
• Good communication skills, both oral and in writing
• Ability to manage multiple assignments
• Strong tax technical skills
• Strong ability to interpret financial information and transactions
• Accounting knowledge preferred
• Research and report writing 

COMPETENCIES AND BEHAVIOURS

• Planning and Organizing: Schedules and manages workload effectively, thinks ahead, sets plans to achieve goals
• Teamwork: Supports and works towards team goals, shares information, is helpful and cooperative, works effectively with people outside immediate team and within the wider group
• Communication skills: Communicates clearly and concisely, listens effectively, written communication is well presented
• Client orientated: Understands and satisfies client needs at all times, delivers excellent client service, takes full accountability for all client matters including delegated tasks.
• Accuracy, quality and productivity: Delivers work of a high standard, output is accurate and error free, productivity is consistent
• Strategic and commercial Focus: Demonstrates tenacious cost consciousness for the business, adds value to the business.