Tax Administrator

JOB SUMMARY:
The Role:

Our Client is looking for a Tax Administrator to join their team in Cape Town.

The successful candidate will monitor and load corporate action events in tax reporting systems based on announcement date and other event details .

This is a permanent opportunity.

The Role:

Our Client is looking for a Tax Administrator to join their team in Cape Town.

The successful candidate will monitor and load corporate action events in tax reporting systems based on announcement date and other event details .

This is a permanent opportunity.

Qualification required:

• Tertiary qualification in Finance / Accounts
• Basic understanding of the private client business and the stock-broking environment
• Experience within the finance / tax consulting industry is essential. Corporate Actions knowledge and experience will be advantageous

Experience required:

• Previous experience within Private Wealth industry will be advantageous
• Fully bilingual (English and Afrikaans)
• Candidate must be highly computer literate and highly proficient in Microsoft Excel
• Thorough understanding of internal control and operational processes

Responsibilities:

• Monitoring and loading corporate action events in tax reporting systems based on announcement date and other event details
• Apply South African tax principles in costing (proceeds / base cost) corporate action events for purposes of client tax reporting
• Capture treatment of corporate and other events in the client CGT reporting system
• Monitoring and clearing exceptions in the various tax reporting systems (primarily CGT)
• Liaise with business on treatment of corporate action events in the client tax reports
• Assist in preparation and review of client tax reports (income and CGT)
• Address client queries on any matters pertaining to tax reporting
• Detail review of the effect on the clientâ??s portfolio of corporate events and ensuring that the corporate event reflects accurately on tax and other sub-systems
• Reviewing journal entries passed in various tax reporting systems for accuracy and completeness
• Assist with maintenance and reconciliation of data with regards to Dividend Withholding Tax reporting to SARS
• Review of scrip movement prices
• Investigate dividend corporate action discrepancies and resolve accordingly
• Research corporate events to form an understanding, interpret accurately make
• decisions accordingly

Soft Skills:

• Strong numerical orientation
• Highly organized with a high level of customer focus
• Accurate and detail orientated
• Critical and analytical capability
• Ability to perform well under pressure and show maturity, confidence and resilience
• Excellent listening, communication and interpersonal skills
• Pro-Active approach to work, clients, problem solving
• Learning agility and curiosity
• Assertive
• Passionate ownership for results