Tax Administrator - Sanlam

What will you do?

• Monitoring and loading corporate action events in tax reporting systems based on the 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 the 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 about tax reporting
• Detail review of the effect on the client’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

Qualification and experience

• 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

Knowledge and skills

• Previous experience within the 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

Personal qualities

• 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