Job Description

Job SummaryTax Consultant Finance/Admin
Cape Town - Western CapeENVIRONMENT:A Financial Emigration Specialist in Hermanus is looking for a Tax Consultant who is detail-oriented, motivated, and focused on client satisfaction. This role is pivotal within the Tax team, ensuring rigorous adherence to tax laws for positive client tax compliance outcomes. The Tax Consultant will serve as a link between the company, clients, and outside service providers, maintaining timely communication and updates. Working closely with the Customer Services team is crucial to achieve client satisfaction and revenue goals. Candidates should hold a tertiary qualification in Tax (Certificate, Diploma, or Degree) and have experience in Tax, Financial Services, Banking, Customer Service, or Call Centre roles.DUTIES:Primarily:

• Engage with customers.
• Request SARS E-filing profile and update customer details as required.
• Complete SARS registrations and reactivations for customers.
• Complete tax status checks on e-Filing to evaluate if a taxpayer is tax compliant or non-compliant.
• Checking on e-Filing to determine if a taxpayer has ceased their tax residency?
• Preparing and submitting income tax returns.
• Preparing tax calculations.
• Escalating outstanding matters with SARS.
• Disputing and objecting to administrative penalties raised by SARS.

Secondarily:

• Handling ad-hoc requests as per instruction from the Team Leader.
• Assisting fellow team members where needed.
• Ensure compliance with all related legislation, e.g., FSCA, FAIS, FICA etc.
• Keeping up to date with legislative changes and communicating these to business.
• Develop and maintain any calculators and/or tax aids.
• Participating in projects (for example. final tax returns, admin penalties etc.)
• Assisting other business units with inquiries.
• Continuously seeking better ways to conduct business and improve processes.

Compliance

• Comply with all company standard operating procedures (SOPs), policies, guidelines, and procedures.

Learning and development

• Being available and willing to learn existing and new processes that may be added to the Groups suite of products/services from time to time.

REQUIREMENTS:

• Tertiary qualification in Tax, i.e., Certificate/ Diploma or Degree.
• Tax/ Financial Services/ Banking/ Customer Service or Call Centre experience.
• Exposure to and/or theoretical knowledge of FICA legislation.
• Minimum approximately two years experience in a reasonably complex process orientated environment, preferably within the Financial Services industry.
• Salesforce CRM knowledge and/or experience.
• Knowledge of Tax and associated services.
• Excellent communications skills, verbal & written (Afrikaans & English)

ATTRIBUTES:

• Ability to write clearly, courteously, and professionally with excellent e-mail etiquette.
• Confident communication with clients.
• Ability to distil complex issues into succinct and easily understood language to convey key messages.
• Relationship management with various stakeholders.
• Strong interpersonal skills.
• Excellent collaboration skills.
• Excellent networking skills.
• Proven ability to be self-motivated and work autonomously.
• Proven organisational skills.
• Strong attention to detail and follow through.
• High degree of initiative and motivation.
• Demonstrated inclusive, collaborative, and engaging approach.
• An ability to work under pressure in a rapidly changing environment.

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