Tax & Fiduciary Advisor and Team Leader at Investec

Description

• The successful candidate will join Investec's Tax & Fiduciary Advisory team, a specialist, high-performance private client team within Investec Private Bank and Investec Wealth & Investment International.
• The team provide high-net-worth and ultra-high-net-worth individuals, families, and business owners with bespoke, intergenerational tax and estate planning solutions — both domestically and cross border.
• The scope of work includes tax-efficient structuring, exchange control planning, global estate and succession strategies, and fiduciary advice. The team is known for simplifying complexity and delivering solutions that align with the personal, professional, and commercial interests of our clients.
• The team works closely with Investec Private Bankers, Wealth Managers, and internal partners across the business as part of a private client strategy. The team is further well-connected to a network of top-tier external legal, tax, and fiduciary professionals both domestically and offshore.
• This is a team for individuals who value excellence, curiosity, collaboration, and integrity. The culture is supportive, client-centric, and intellectually rigorous — with a focus on deep relationships, continuous learning, and creating long-term value. We pride ourselves on maintaining a consistent house view, peer-reviewed output, and a proactive, “sniper approach” to delivery.
• If you are energised by meaningful client work, technical depth, and the opportunity to help shape industry-leading private client solutions, we encourage you to apply.

Key Responsibilities

• As a Cross-Border Tax & Fiduciary Advisor, you will be responsible for delivering, drafting and reviewing advice on complex structuring mandates involving international tax, exchange control, and estate planning matters. 
• You will play a key role in driving advisory outcomes, mentoring colleagues and ensuring high technical standards across the team's output.
• Specifically, as a team leader you would be responsible primarily for, but not limited to, the upskilling, growth and development of the team members within the KZN region as well as contributing to the private client strategies

Your responsibilities will include:

• Delivering bespoke, high-quality structuring advice involving domestic and cross-border tax, global estate planning, situs and probate, and exchange control considerations.
• Preparing, drafting and reviewing detailed advisory memorandums, tax opinions, and structuring proposals.
• Overseeing the implementation of recommendations, including coordination with legal, fiduciary, and banking partners.
• Providing technical mentorship and review support for team members.
• Leading client engagements with HNW and UHNW individuals, families, family offices, and corporates.
• Drafting and reviewing complex exchange control applications and liaising with SARB (via Authorised Dealers).
• Liaising with the Technical Committee and contributing to internal technical training, toolkits, articles and newsletters.
• Identifying structuring opportunities aligned with Investec's broader client strategy, including entrenching the client and relationship deepening.
• Preparing and presenting regional training and/or national training, together with existing team members.
• Business building via inter alia, networking with existing service providers, hosting panel discussions for industry professionals / for clients.
• Developing and participating in private client strategies for the KZN region.

Skills and Competencies

• LLB, Bacc, BCom Law, or equivalent qualification.
• Postgraduate diploma in tax or international tax law is essential. CFP® or STEP designation is advantageous.
• Minimum 7 years' experience in tax advisory with demonstrable exposure to international private client work.
• Proven ability to sign off complex tax advice and assume technical responsibility for structuring output.
• Strong working knowledge of SA tax, global tax frameworks, exchange control, and fiduciary instruments.
• Experience working with high-net-worth individuals, multi-jurisdictional families, and/or family office structures.
• Estate Planning and Fiduciary knowledge in the private client sphere.
• Excellent drafting, research, and analytical skills.
• Client-focused, with the ability to balance precision with practical execution.
• Stakeholder engagement skills.
• Leadership experience advantageous