Tax Specialist Asset Management Verfied

Salary Negotiable Not Specified more than 14 days ago 05-06-2020 12:07:54 PM
31-07-2020 12:07:54 PM
Leading Asset Management company requires a Tax Specialist within the Institutional Funds Operations Team.

Responsibilities:
Review and analyse S24J, Capital Gains Tax and DWT calculations performed by service providers and reasonability checks for external clients. Design controls/key controls around the data exchange between service providers and company.
Work closely with Group Tax to understand the tax requirements in respect of various jurisdictions in which company provides its products (tax registration, tax filing etc) and ensure that these tax requirements are met
Actively participate in tax related forums within the company on tax risk management within Institutional Operations Liaison with service provider to ensure that client queries are resolved in a timeous manner
Responsible for clean audit on the ISAE tax controls
Review monthly, quarterly and annual tax reporting for all clients (CGT, S24J, DWT)
Responsible for ensuring the correct Tax set up on the accounting system of new portfolios, instruments
Review and advise on tax implications for clients on all corporate events Represent Company – Institutional Operations at ASISA and or industry related tax committees
Engage with SARS/Treasury to clarify tax interpretation pertaining to Institutional Business
Be the tax champion in respect of tax projects or system changes pertaining to tax
Consider tax implications and review tax reporting related to income distributions

Qualifications:
Chartered Accountant – Honours in Tax, with at least 3 years working experience within an Investment firm
B Com degree or equivalent with at least 5 years of tax accounting and international tax legislation experience