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1.
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Strategic Impact
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- Supports the Engagement Manager in delivery of engagement / project, in specific area of competency
- Raises issues with manager as identified in area of focus that may affect the quality of delivery or timelines of the engagement
- Identifies opportunities for follow-on work and works with management to win the business
- Assists in development of client presentations / discussion documentation
- Actively builds business relationships that generate leads
- Gathers information to understand broader offerings of Deloitte and seeks opportunities for cross-selling
- Raises solutions to address issues in area of expertise that may enhance / renew service offerings to client
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- Positive client feedback on delivery
- Issues raised timeously enabling resolution
- Revenue increase / client retention
- Professionalism of deliverable
- Leverage off other functions
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2.
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Budgets / Profitability
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- Maintains quality and timeous delivery as per SLA
- Allow for timeous billing and revenue flow
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Core Technical/Professional
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3.
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Tax Law and Rules
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- Provides initial recommendations based on current tax legislation across the Global Tax and Legal function to engagement leadership
- Applies knowledge and skills of relevant practices and processes (or relevant tax rules and regulations) in area of specialization to client problems
- Presents findings and recommends and implements advice independently relevant to tax and consults others as needed
- Reviews written technical advice, reports, memoranda and/or other deliverables relevant to tax laws and rules for adequacy of research conducted and appropriateness and accuracy of conclusions
- Assesses the business impact of recent developments and changes relating to area of tax specialization for clients
- Demonstrates excellent knowledge in South African Tax Laws and regulations
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4.
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Delivery Excellence
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- Demonstrates advanced knowledge of the key capabilities required to deliver a high quality service experience to the client
- Proactively manages client issues and expectations
- Gains the confidence of the client by demonstrating in client interactions an understanding of their business
- Monitors execution of own work to ensure adherence with quality standards, serving as an example to Junior Staff (where applicable)
- Identifies potential areas of risk and discusses those issues with project management
- Recognizes when a client need can be addressed by one of our Tax and Legal services or products after considering applicable Deloitte policies and professional rules (e.g. independence requirements)
- Plans and organizes business development efforts under the direction of others
- Active network of internal and external contacts
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- Demonstrates knowledge in the application of Service Line Tax and legal and firm-wide standards, methodologies, policies and tools.
- Demonstrates excellent knowledge of Deloitte services
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5.
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Analytical Thinking and Problem Solving
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- Selects appropriate methods for collecting and analyzing data, and develops informed recommendations
- Conducts hypothesis testing to clarify the problem and its root causes
- Interprets and synthesizes data, exercises professional skepticism to challenge data, and identifies meaningful insights to develop recommendations that most effectively support a client’s business objectives
- Teaches others how to use available knowledge networks and develops network of internal and external contacts within the organization to facilitate sharing/retrieving of information
- Understands that competitive advantage is continuous innovation and uses experience and proven methodologies to assist in the development of solutions
- Client Feedback
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6.
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Technology Tools and Solutions
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- Articulates how technology enables the business and communicates this effectively to clients while ensuring appropriate technologies and methodologies are used on projects
- Ensures team has sufficient knowledge of technology/ methodologies to complete client projects effectively by sharing best practices and tools with junior practitioners
- Articulates how technology enables business processes and is able to communicate its value clearly to clients
- Can speak comfortably about technology tools with clients
- Articulates how technology enables business processes and is able to communicate its value clearly to clients
- Translates client needs into detailed technology requirements
- Demonstrates ability to use and recommend appropriate tools.
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- Streamlined delivery to clients
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Specialised Technical
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7.
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Compliance and Reporting
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- Assists project leadership in helping clients meet compliance obligations and statutory deadlines
- Assists client in completing timely and accurate tax and financial filings/compliance activities to meet obligations
- Identifies and sets timelines to the main tasks within the framework of the tax compliance work
- Discusses and recommends appropriate tax return preparation solutions to the client based on the client’s needs
- Demonstrates and applies advanced knowledge of the domestic tax system to client work and solves issues related to the compliance engagement
- Client feedback
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- Demonstrates excellent knowledge of SA Tax Laws
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8.
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Tax Accounting
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- Drafts and prepares client deliverables under direction of project management
- Prepares advice to clients on filing requirements and documentation, as well as the effects of tax advice for tax provisions
- Looks to senior levels for consultation on unusual items or for guidance on tax positions
- Reconciles and advises on Effective Tax Rate (ETR)
- Engages with practitioners across Tax and Legal service lines (e.g, International Tax for international technical issues or Transfer Pricing on transfer pricing issues)
- Identifies and applies checking processes and frameworks
- Performance Snapshots
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- Demonstrates excellent understanding of SA Tax laws and SARS
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9.
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Tax Advisory and Consulting
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- Drafts reports, identifies key issues/risks, and proposes solutions for clients on tax planning and implementation strategies
- Proactively keeps abreast of legislative changes and ensures they are reflective in planning and client conversations
- Understands the business implications of proposed planning for clients and ensures that tax accounting (both local and consolidated if relevant) is considered when proposing or implementing planning
- Helps prepare recommendations regarding qualification requirements of each type of business entity and their key advantages and disadvantages
- Demonstrates excellent knowledge of SA Tax Laws and SARS
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10.
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Tax Controversy Management
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- Prepares recommendations of tax administrative and appeals system and processes and drafts advice and solutions for the client
- Participates in discussions with client regarding crucial issues and the appropriate approach/strategy involved in the tax authority audit/administrative appeal
- Identifies and bridges gaps between the information provided by the client and information required by the tax authorities
- Adheres to the limits that may be placed on our work where applicable such as ability to practice law, or independence restrictions for restricted clients
- Drafts clear and succinct formal response letters or dispute application letters
- Performance Snapshots
- Client feedback
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- Demonstrates excellent knowledge of SA Tax Laws and SARS
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11.
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Differentiators for this role
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o Understanding of domestic tax regime
o Understanding of other country tax regimes
o Managing compliance engagements
o Prepare and/or review tax provisions
o Audit Tax provisions
- Tax Advisory & Consulting Services
o General approach to tax advisory and consulting services
o M&A Transactions
o Choice of entity and structure
o Corporate reorganisations/consolidations/group relief
- Tax Controversy Management
o Understands administrative and judicial process for jurisdiction
o Tax authority audits and administrative appeals
o Litigation
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