Tax Advisor

A reputable financial services firm is looking for a technical and client-oriented Tax Advisor to join their integrated wealth management team. This role is designed for a professional who thrives on providing clarity and confidence to clients by aligning tax strategies with broader financial goals and long-term planning. Operating at the intersection of technical compliance and strategic engagement, the successful candidate will work alongside Financial Planners and Legacy specialists to deliver a seamless advisory experience.

Key Responsibilities

• **Integrated Tax Advisory:** Provide expert guidance that complements complex financial plans and supports long-term wealth preservation.
• **Compliance Management:** Oversee the full lifecycle of tax returns for individuals, trusts, companies, and deceased estates, ensuring all submissions via SARS eFiling are accurate and timely.
• **SARS Liaison:** Manage all professional correspondence with revenue services, including handling audits, objections, and complex queries.
• **Strategic Planning:** Identify and implement tax-efficient opportunities to optimise client positions while maintaining strict regulatory compliance.
• **Collaborative Support:** Partner with internal legal and trust teams to resolve estate-related tax matters.
• **Technical Interpretation:** Translate intricate tax legislation into practical, easy-to-understand advice for a diverse client base.
• **Record Integrity:** Maintain meticulous digital records and stay abreast of evolving tax laws to ensure service excellence.

Requirements

• **Education:** Bachelor’s degree in Accounting, Taxation, or a related commerce field.
• **Professional Status:** Registered Tax Practitioner.
• **Experience:** A minimum of 5 years in tax compliance and advisory roles.
• **Technical Proficiency:** Proven track record in preparing and submitting returns for individuals, trusts, companies, and estates.
• **Regulatory Knowledge:** Deep understanding of South African tax legislation and hands-on experience navigating SARS processes.

Preferred Qualifications

• Active membership in a recognised professional body (e.g., SAIT or SAICA).
• Previous experience working within a multi-disciplinary wealth management or financial planning environment.

Required Software Skills

• SARS e-Filing
• Microsoft Office Suite (Word, Excel, Outlook)
• Experience with digital practice management or tax software tools

Benefits

• Opportunity to work within a highly professional, collaborative wealth management group.
• Exposure to complex, high-value tax planning and estate matters.
• A culture that values empathy, precision, and long-term relationship building