Investment Tax Analyst (CH1145)

SUMMARY:
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POSITION INFO:

Our client is a well-established South African boutique investment administration service provider, founded and led by its original members. They specialise in servicing institutional investors, both local and international, and currently administer assets totaling approximately R2 trillion.

We are recruiting a Tax Analyst to join this dynamic team. This role offers exposure to a wide range of institutional tax matters and the opportunity to develop expertise in tax reporting, financial instruments, and compliance within the investment administration industry.

Qualifications and Experience

• A BCom degree (or higher) or equivalent qualification.
• 5-6 Years Relevant working experience
• Good working knowledge of taxation, particularly Capital Gains Tax.
• Familiarity with a range of financial instruments.
• Previous experience in an investment administration environment is advantageous, but not a strict requirement.

Key Responsibilities

In this role, you will progressively build skills and take responsibility for:

• Preparing and reviewing tax reports for institutional clients.
• Reviewing and analysing Capital Gains Tax (CGT), Section 24J, and Section 24I reports and calculations.
• Investigating and resolving variances between accounting income and taxable income.
• Ensuring adherence to established procedures and controls in tax deliverables.
• Accurately updating and maintaining tax-related data within the tax system.
• Testing and verifying the accuracy of tax figures.
• Liaising with clients and auditors to resolve tax-related queries.
• Participating in client meetings as needed.
• Contributing to process improvement and efficiency initiatives within the tax team.
• Assisting with ad hoc requests and special projects.
• Continuously developing knowledge of relevant tax regulations and financial instruments.

Required Competencies

• Strong interpersonal and communication skills (verbal and written in English).
• Excellent numerical and analytical ability.
• Ability to meet tight deadlines and perform well under pressure.
• High attention to detail and accuracy.
• Ability to work independently and take initiative.
• Well-organised with the ability to prioritise and manage multiple tasks.
• Confident, assertive, and self-assured personality.
• Demonstrates a professional drive and eagerness to grow.
• Flexible approach to working hours, when needed.

General:

• Only shortlisted candidates will be contacted. Should you not hear from us after 30 days you may consider your application unsuccessful
• In keeping with our client’s employment equity requirements, only South African citizens will be considered.
• Please include your current salary and salary expectations.