Team Lead - Tax

8th Floor, Nexteracom Building 1 Cybercity Ebene, 72201 Mauritius, Old Warehouse Building 1st Floor, Black River Park Observatory Cape Town, 7925 South Africa

Sonata One is a rapidly scaling, regulated fund services and technology (fintech) business. We're The Private Funds Clearinghouse, connecting more than 53,000 investors with 6,500 funds and 180 fund managers around the globe. Our vision is to change the paradigm of private markets investing through harmonising the end-to-end investment process within one platform. Investors benefitfrom a seamless, one & done experience across the fund lifecycle (from fund selection and subscription through to settlement and reporting) underpinned by a globally compliant KYC passport and 24/7 support. Fund managers can raise capital faster at a lower cost from a wider pool of pre-approved investors. Founded in 2015, Sonata One has a presence in eight locations worldwide including the US, UKand Luxembourg, Guernsey, South Africa and Mauritius.

As the Team Lead, you will be responsible for the oversight of tax compliance across Tax Services, preparing and maintaining Tax Policies, Procedures and Guides, and managing the Tax Compliance team. You will play a crucial role in recruiting and retaining talented staff, monitoring compliance, providing escalation support for the Tax Delivery team, and maintaining a high level of professionalism when interacting with clients and stakeholders. In addition, you will lead efforts to enhance the efficiency and control of our tax services through technology and process improvements.

• Monitoring: Monitor and maximise the accuracy of Tax Delivery, ensuring that Tax Delivery tasks are completed correctly and within agreed timelines.
• Process: Ensure Tax Services are supported by effective policies processes and controls, and that all staff members adhere to specified processes and guidelines, maintaining consistency and compliance in service delivery.
• Stakeholder Interaction: Interact effectively and professionally with clients, lawyers, investors, and administrators to build strong relationships and deliver exceptional service.
• Collaboration: Collaborate with the Head of Tax Operations and Tax Services Deputy Lead, to identify and support the training and productivity needs of colleagues and clients, fostering a culture of continuous improvement.
• Tax Compliance: Oversee all FATCA-CRS and Withholding Tax activities for the Head of Tax Operations, ensuring they are carried out within systemised and defined processes.
• Efficiency Improvements: Support improvement to the efficiency, control, and timeliness of tax service delivery. Propose and implement technology-driven improvements.
• Subject Matter Expert: Serve as the central point of contact for all procedural and subject matter questions related to Tax services, providing guidance and support.
• Deputise for Director: In relation to Tax Compliance responsibilities, act as a deputy for the Global Head of Tax Operations in their absence, ensuring escalations of Tax Compliance matters are managed effectively.
• Project Management: Support the Tax Services Delivery team in relation to escalations arising as part of the annual delivery of Tax Services.
• Change Management: Project Manage changes to Tax Services policies, procedures and technology, and escalate issues to the Head of Tax Operations as needed. Maintain detailed project records in the shared environment.
• Leadership Development: Continually develop leadership skills and foster a culture of leadership within Tax Services.
• Technology Integration: Maximise the use of technology in operational processes to control risk and enhance efficiency. Understand, suggest and lead delivery of improvements to the Tax Services system design.

• Embrace Commitment by dedicating yourself to recruiting and retaining exceptional talent that aligns with our culture and values.
• Foster Connection by building strong relationships with clients, lawyers, investors, and administrators through professional and effective interactions.
• Embrace Change by actively seeking and implementing technology-driven improvements to enhance the efficiency, compliance and accuracy of Tax Services delivery.
• Embrace Challenges by continuously seeking ways to improve and serving as a central point of contact and escalation for all tax-related questions, Tax Services delivery escalations and procedures.

• Bachelor's degree in a related field (Finance, Accounting, Business, etc.)
• Commitment to the company's core values: Challenge, Change, Connect, and Commit.

Being part of the Sonata One provides a collaborative and inclusive work culture that values innovation and diversity. We believe in the power of our unique mission, and we all work together towards that one single goal. We also believe in being real. We're not a big corporate. Everyone has an important role to fulfil, and your contribution will be an integral part of our success story.

• Private Medical Insurance - Comprehensive coverage to support your health
• Life Insurance - Peace of mind for you and your loved ones
• Income Protection - Financial support when you need it most
• Annual Leave - With extra days that grow the longer you're with us
• Pension Scheme - Employee matched helping you plan confidently for the future
• Wellness Budget - Investing in your health with a gym membership
• Employee Assistance Program - Confidential, 24/7 support for life's ups and downs
• Enhanced Maternity, Paternity & Adoption Leave - Because family matters
• Career Training & Development - Ongoing learning opportunities to help you grow
• Paid Volunteering Day - Take time to give back to causes you care about