Job Description

Introduction

Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilising new platforms Momentum Group provides practical financial solutions for people, communities and businesses. Visit us at www.momentumgroupltd.co.za

Disclaimer

As an applicant, please verify the legitimacy of this job advert on our company career page.

Role Purpose

Accurately prepare and submit tax related information within agreed service levels in order to support the operations of the FAW Umbrella Funds, Momentum Corporate Preservation funds and private funds.

Requirements

Matric or equivalent
2 Years' experience in the Insurance or Financial Services Industry
Exposure to working with Pension fund administration
Intermediate Excel experience
2 Years' experience with Orbit system would be beneficial

Duties & Responsibilities

Internal

Accurate reconcile tax amounts in order to ensure the accounts balance. Prepare monthly journals for payments to SARS.
Investigate and resolve all non-reconciling items.
Prepare accurate monthly, bi-annual and annual tax reports. EMP201 & EMP501.
IT88 recons and monthly sub-missions.
Submit tax reports and returns to SARS within agreed timelines.
Investigate various client tax related queries and escalate to relevant stakeholders.
Provide guidance to Admin teams.
Identify solutions to enhance cost effectiveness and increase operational efficiencies. through adhering to legislative requirements.
Provide input into risk identification processes and communication recommendations to various stakeholders.
Adhoc prior year escalated tax queries.
Reporting and issue of adhoc manual tax certificates.
Attend to escalated Jira queries.
Reconciliation of unissued tax certificates and escalate to relevant admin teams.

Client Services

Resolve client queries within agreed timeframes.
Build and maintain relationships with clients and internal and external stakeholders
Deliver on service level agreements made with internal and external stakeholders and clients
Make recommendations to improve client service within area of responsibility.
Participate and contribute to a culture which build rewarding relationships, facilitates feedback and provides exceptional client service.

People

Build strong relationships through providing specialist know-how and leadership to others, expressing positive expectations.
Continuously develop own expertise in terms of industry and subject matter development and application thereof in an area of specialisation.
Positively influence and manage change and offer specialist support where required.
Contribute to continuous innovation through the development, sharing and implementation of new ideas and involvement of colleagues and staff.
Participate and contribute to a culture of work centric thinking, productivity, service delivery and quality management.
Take ownership for driving career development

Finance

Contribute to the development of area specific budgets to minimise expenditure, in alignment with operational plans
Identify solutions to enhance cost effectiveness and increase operational efficiency.
Implement and provide input into governance processes, systems and legislations within area of specialization.
Escalate unresolved policy and governance compliance issues via appropriate channels for investigation and resolution purposes.
Provide input into- the risk identification processes development and communicate recommendations in appropriate forum.

Competencies

Client commitment Drive for results
Collaboration Impact and influence Self-awareness and insight * Diversity and inclusiveness