Senior Manager - Private Client Tax Compliance
Job description
Description of Role:
As a senior manager you will be responsible for the overall management of the client portfolio allocated to you, including the management of the junior members allocated to you.
Key Responsibilities:
You will be responsible for the management of your client portfolio with a focus on meeting all applicable SARS tax filing deadlines, including the management of client relationships. You will further be responsible for the management of all administrative tasks such as engagement documents, billings etc in relation to your client portfolio. You will be responsible to manage the junior team members you will be working with you. To further develop client relationships and be involved in the marketing of Private tax related products and services to existing and new clients. To be involved in internal aspects such as marketing and technical training amongst others.
Skills and Attributes for success:
- Proven ability to deliver accurate results under high volume and tight deadlines, whilst building trust with clients
- Good communication skills and able to run client meetings independently
- Be able to demonstrate excellent reporting skills, both verbally and in writing
- Have strong excel and other software skills
- Have strong ability to multi-task – must be able to handle multiple requests from various people
- Be able to work under pressure
- Be able to adhere to deadlines
- Be well organised systematic worker, attention to detail is important
- Be able to manage junior team members who work for you, including providing training
- Ability to further grow existing business
To qualify for the role, you must have:
- Have South African Individual tax compliance experience of at least 6 years
- Significant experience specializing in tax compliance and advisory for high-net worth clients.
- Manage a high-volume portfolio of clients, including High Net Worth Individuals, VIPs, Directors and C-Suite executives
- Strong technical knowledge of South African tax legislation pertaining to individuals, including tax residency matters, trusts (local and offshore) and double taxation agreements
- Advanced ability to analyze investment statements, tax returns, and complex financial instruments
- Deep understanding of tax legislation, compliance, and risk management
- Have a good understanding of South African Exchange Control Regulations and practices
- Have good understanding of SARS processes, requirements and deadlines pertaining to individual income tax as well as SARS e-filing system
- Higher Diploma in Tax and/or Hons in Tax would be an advantage
- Experience in managing a team
- Serve as the primary point of contact for complex client tax queries and escalations.
Desirable Extras:
- Previous experience at Big Four or boutique tax advisory firms
- Recognized for process innovation or client service excellence
- Published thought leadership or presentations on tax compliance/consulting topics
What we look for:
We are looking for a trusted business / personal advisor who appreciates a collaborative culture by nurturing team members through mentoring and coaching, knowledge sharing and adapting relevant ideas from previous projects or experiences. We are interested in a specialist with a strong commitment to professional and client service excellence who comes from a consulting background and exudes strong communication, presentation and influencing skills
What working at EY offers:
As one of our valued employees in EY, you get to work with inspiring, meaningful, and challenging projects. Our focus
is education and coaching alongside practical experience to ensure your personal development. At EY we value our
employees and you will be able to control your own development with an individual progression plan. You will quickly
grow into a responsible role with challenging and stimulating assignments. In addition to these, you will be part of an
interdisciplinary environment that encourages high quality and knowledge exchange. Furthermore, we offer excellent
working conditions, in a stimulating, inclusive and enjoyable environment.
We offer:
• Support, coaching and feedback from some of the most engaging colleagues around
• Opportunities to develop new skills and progress your career
• The freedom and flexibility to handle your role in a way that’s right for you
About EY
As a global leader in assurance, tax, consulting, strategy, and transaction services, we hire and develop the most
passionate people in their field to help build a better working world. This starts with a culture that believes in giving you the training, opportunities, and creative freedom to make things better. So that whenever you join, however long you stay, the exceptional EY experience lasts a lifetime.
If you can confidently demonstrate that you meet the criteria above, please contact us as soon as possible.
Join us in building a better working world.
Apply now.