Jobs at Old Mutual South Africa

This role was created for PF Advisor & Distribution Readiness programme only. No other employees may be mapped to this role.

Responsibilities

Skills and Experience

• 2-3 years experience in a similar role, 2 - 3 years experience in the Insurance industry.

Education

• Certificate In Management Practice: Business Management (Required)

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As a specialist in their field this person acts as a subject matter expert in a specific field of knowledge that could be considered as semi-professional (i.e. Senior Trustee).
The individual applies this knowledge in an operational environment and usually also has production standards to achieve (i.e. X amount of cases).
In addition to production standards this person also plays a role in the upskilling of other more junior staff in the same field and also acts as a point of escalation for difficult cases (complex cases are usually referred to this individual (i.e. cases that could have the potential of causing brand damage).

• The incumbent in this role will also be required to compile statistics and develop reports that can be used for management decision-making.
• This role includes contact with external parties such as clients / industry bodies etc.
• As part of their daily function they will get involved in the resolution of complaints, enquiries and disputes.
• Although they may be required to act as an expert resource on major projects, this is not the primary function of the role.

Education

• Bachelor Of Laws (LLB), Insurance And Risk Management: Insurance And Risk Management

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The purpose of this role is to deliver ongoing Training and Support to Brokers on OMI processes and requirements.

Role Description:

• This role functions as a subject matter expert in Broker Training
• Often acts as a point of escalation for matters with higher level of complexity than those handled by Administration Specialists.
• Often acts as a consultant w.r.t decision making of operational and or tactical importance (typically deliverables are part of level three plans).
• Could act as an expert resource on major projects or could be accountable for the delivery of projects within the division or BU.
• May act as a coach for Specialist staff.
• Often consulted for system enhancements.
• Could be accountable for major administration processes and the project management thereof (usually with an extended timeline in excess of a month).
• On-board and train brokers on OMI forms, processes, regulatory requirements, systems and tools.
• Delivers content and presentations for in a professional manner
• Delivers the relevant training outcomes as identified and prioritised by the Broker Training Team leader

Key Results Areas:

Documentation Processing:

• Advises on system enhancements and testing.
• Coaches specialist staff (if required).
• Could act as an expert resource on major projects.
• Functions as a subject matter expert in a specific field of administration / product / process.
• Often acts as a consultant w.r.t decision making of operational and or tactical importance.
• Often acts as a point of escalation for matters with higher level of complexity than those handled by Administration Specialists.
• On-board and train brokers on OMI forms, processes, regulatory requirements, systems and tools.
• Delivers content and presentations for in a professional manner.
• Delivers the relevant training outcomes as identified and prioritised by the Broker Training Team lead

Personal effectiveness:

• Accepts and lives the company values.
• Accountable for service delivery through own efforts.
• Collaborates effectively with others to achieve personal results.
• Individually accountable for managing own time, tasks and output quality for periods of 1 day to a maximum of 3 months.
• Makes increased contributions by broadening individual skills.

Quality Assurance:

• Adheres to service and quality standards.
• Performs quality checks on own work.

Experience, Qualifications and Skill:

• Matric
• Financial Services Experience
• International Business knowledge an advantage
• Training experience an advantage

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This role prepares monthly reports on all tax aspects and is responsible for the calculation and payment of taxes as well as submission of all tax returns in a business unit. The incumbent is individually accountable for achieving results through own efforts.

Key responsibilities will include amongst others the following:

• Calculates and pays taxes.
• Reviews and approves tax payments.
• Prepares monthly reports on all tax aspects.
• Responsible for the completion and submission of all tax returns.
• Prepares tax budgets and forecasts for the business unit.
• Controls the production and distribution of IRP5 certificates and annual SITE and PAYE returns to the tax authorities.
• Replies to or provides input to tax queries received from SARS, and applications to SARS for PAYE / VAT rulings, with support from the tax consultant.
• Determines correct accounting procedures for aspects of the company's flexible remuneration package relating to taxation.
• Keeps abreast of all tax legislation and changes and remuneration policies and practices. .
• Interprets the VAT Act, PAYE and Case Law.
• Provides advice and guidance on minimising PAYE / VAT liabilities.
• Implements the strategy to minimise tax risk for the organisation.
• Monitors PAYE / VAT compliance within business units on a monthly basis and reviews all statutory PAYE / VAT returns.
• Assists with the development and implementation of corporate policy on PAYE / VAT issues and processes.
• Responsible for the production of accounting and taxation schedules.
• Performs data integrity checks on client tax data.
• Ensures tax allocations are completed and certificates are produced when required.
• Produces automated tax returns.
• Ensures tax certificates are issued.
• Reviews and manages tax accounting processes.
• Accountable for reviews of VAT reconciliations, returns, compliance documents and replies to VAT queries from SARS.
• Assists in development and implementation of tax systems planning opportunities for the organisation and ensures that all requirements e.g. data flows/reporting are met.
• Assists in developing tax planning opportunities.
• Prepares objections/ADRs.
• Analyses transactions and new products form a tax point of view.
• Advises on tax aspects of transactions and projects undertaken by the organisation.

Qualification, Skill and Experience:

• Recently qualified CA/ HDip Tax Law or Tax Honours
• 1-3 years tax consulting experience advantageous