Tax Practitioner

Responsible for providing a tax compliance service to individual, trust, estate and company portfolio clients of Sanlam Private Wealth. The role is key to securing and retaining the managed share portfolios of the Portfolio Management team.

• Accurately compute, complete and submit provisional tax returns
• Arrange provisional tax payments
• Accurately compute, complete and submit annual tax returns
• Accurately compute, complete and submit annual tax returns for deceased estates
• Arrange assessed tax payments
• Check income tax assessments
• Lodge objections
• Correspond with clients and SARS
• Resolve client and SARS queries within the legislated timeframes
• Obtain tax clearances
• Attend to cessation of tax residency matters
• Keep abreast of applicable legislation
• Accurately and timeously maintain records relating to tax clients, including filing
• Arrange for the recovery of fees relating to tax work undertaken
• Contribute to internal and client communications
• Consolidate and grow the tax book

• Willingness to learn
• Client focus - building strong relationships with clients and colleagues
• Collaboration - working inclusively with others
• Resilience - working to deadlines and under pressure
• Fluency in English and Afrikaans

• Registration as a tax practitioner in good standing
• Five or more years' experience in a similar role where work was undertaken independently and without assistance
• A proven track record

• Analytical and numerical skills
• Computer literacy: proficiency in Word, Excel and the SARS NITS system and income tax software
• Excellent knowledge of tax law principles
• Planning and alignment - planning and prioritizing work to meet commitments aligned to the goals of the business
• Accountability - holding self and others accountable to meet commitments

• Learning agility and curiosity
• Strong numerical orientation
• Accurate and detail orientated
• Ability to perform well under pressure and show maturity, confidence and resilience
• Excellent listening, communication and interpersonal skills
• Pro active approach to work, clients and problem solving

The Sanlam Group is committed to transformation and embracing diversity and employment equity plan and target will be considered as part of the recruitment process. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society as well as people with disabilities.