Job Description

Position Reports to: Senior. Manager: High Wealth Individual
Division: High Wealth Individual (HWI)
Location: Woodmead Office, SandtonAdvert Closing Date: 19 July 2024About the PositionIn an ever-changing environment, we have built a responsive and agile organisation to give effect to our strategic intent of achieving voluntary compliance. We invite you to be part of the special team that contributes to the collection of revenue, protect the economy and people of South Africa. We believe that your skills, commitment, and dedication will add value and make a difference to the organisation and country. Integrity is key to the organisation.The Senior specialist's main responsibilities are to detect and identify tax avoidance schemes and/or structures and/or legislative loopholes through analysing the submitted tax returns for Trusts and HNWIs by scrutinising financial journals, press reports and the JSE's SENS announcements.A thorough and deep understanding of the taxation of trusts and trust law is a prerequisite coupled with the taxation of cross border transactions.
The incumbent must have a deep understanding of both local and foreign trusts.Job Purpose
To provide expert advise and guidance and/or execute highly complex and highly specialised audits for High Wealth Individuals.Education and ExperienceMinimum Qualification & Experience RequiredRelevant Honours / Postgraduate Diploma in Tax, Accounting, Auditing (NQF 8) AND 10-12 years' experience in a Tax and audit environment, of which 3-4 years ideally at specialist level,ORRelevant Bachelor's Degree / Advanced Diploma in Tax, Accounting, Auditing (NQF 7) AND 12 - 15 years experience in a Tax and audit environment, of which 3-4 years ideally at specialist level.Minimum Functional Requirements
CA(SA), CFA, Masters in Tax, MCom, H Dip(tax) with extensive experience in a specialist audit/legal environment.Job Outputs:Process

• Plan, conduct and manage highly complex risk-based audits to ensure compliance with relevant acts.
• Identify tax gaps and evasion schemes involving complex matters and suggest potential solutions to minimize tax risks.
• Manage quality in planning, execution and finalisation of audits.
• Conduct research into local & international practices & trends in order to identify best practice & the most practical business solutions & options.
• Analyse and make recommendations about improvements to tax law, specialist systems, procedures, policies and practices.
• Contribute to the optimum utilisation of org. resources, advising on effective planning and development of area of specialisation resource plans.
• Develop multiple practices in alignment with operational policy and procedural frameworks, supporting tactical development and excellence.
• Draw on own technical or professional expertise, knowledge & experience to identify & recommend tactical solutions to defined problems in practices.
• Influence and communicate across business areas impacted by practice area to minimise resistance and ensure on-boarding of new thinking.
• Integrate business information, compare, analyse & produce reports to identify trends, discrepancies & inconsistencies for decision making purposes.
• Optimise goal achievement through tactical strategy development and optimisation of practises, processes & systems across an internal value chain.
• Plan for value-added, continuous multiple practice and system improvement optimisation to deliver on objectives and to enhance tactical excellence.
• Proactively identify interconnected problems, determine its impact and use to develop best fit alternatives; developing best practice solutions.
• Recommend changes to optimise processes, systems, practice areas and associated procedures and execute the implementation of change and innovation.
• Translate top down policy, apply modification in relation to own practice area and communicate impact to relevant stakeholders

Governance

• Develop and/or align governance and compliance policies in own practice areas to identify and manage risk exposure liability.

People

• Enable a culture where information regarding successes, issues, trends and ideas are actively shared between team members.
• Provide specialist know-how, support, advice and practice thought leadership in area of expertise
• Integrate new knowledge and transfer skills attained through formal and informal learning opportunities in the execution of your job.

Finance

• Implement and monitor financial control, management of costs and corporate governance in area of specialisation.

Client

• Participate in the specialist practice community and contribute positively to organisation knowledge management.
• Develop & ensure implementation of own practices to build delivery excellence, encouraging others to provide exceptional stakeholder service.
• Provide authoritative, specialist expertise and advice to internal and external stakeholders.

Behavioural competencies

• Fairness and Transparency
• Analytical Thinking
• Accountability
• Conceptual Ability
• Information Seeking
• Problem Solving and Analysis
• Honesty and Integrity
• Trust
• Respect
• Honesty and Integrity
• Attention to Detail
• Commitment to Continuous Learning
• Organisational Awareness
• Building Sustainability

Technical competencies

• Functional Policies and Procedures
• Reporting
• Operational Audit
• Business Knowledge
• Creative and Innovative Thinking
• Efficiency improvement
• Financial Accounting
• Policy analysis
• Audit Methodology
• Quality Orientation

Compliance Competency

• GOC Confidential

Employment Equity
The Employment Equity policy of SARS will be considered as part of the recruitment and selection process and Persons with Disabilities are encouraged to apply. Successful candidates will be required to undertake an oath of secrecy, pre-employment screening, case study, pre-assessment, psychometric assessment and or vetting, and a declaration of private interest.The appointment is also subject to appropriate reference(s) and security clearance where applicable.

South African Revenue Service