Purpose of this role
To manage and oversee the accounting and tax compliance functions housed within Fiduciary and Tax.
To attend to complex accounting issues.
To hold office as trustee on complex trusts.
To hold office as executor and oversee the completion of estates.
To liaise with high net-worth clients.
To manage and oversee management accounts and budgets relating to the compliance function.
To provide support to the Head of Fiduciary and Tax.
To contribute to publications and marketing.
To promote the Fiduciary and Tax business offering.
To manage a team and operation functionality of the Fiduciary and Tax Department
To have a thorough understanding of risk and risk framework within the environment from a business and client perspective.
This role will oversee the Fiduciary Compliance team and Fiduciary Assistants within the Fiduciary and Tax Department
What will you do?
Take full responsibility for the day-to-day management of the compliance function, ensuring timeous and accurate completion of duties of the team.
Set and maintain high standards of behavior and industry compliance.
Implement checks and controls to ensure a high standard of work.
Ensure that staff perform optimally while adhering to the values and policies of the business.
Travel from time to time.
What will make you successful in this role?
Ability to implement controls to maintain high standards and mitigate risks.
Strong numeracy and budget management skills.
Strong interpersonal skills to motivate and develop a diverse team.
Excellent verbal and written communication skills.
Computer literacy.
Strong organisational skills to meet deadlines.
Provide support to the Head of Fiduciary and Tax.
Qualification and Experience
Chartered Accountant (CA) SA qualification is essential.
At least 10 years' proven previous experience in a private wealth or trust company environment, working with high net worth matters.
Extensive and current knowledge of investments, accounting and tax relating to trusts, companies, CC's and estates.
Robust knowledge of trusteeships and executorships.
Strong numeracy is essential.
Previous experience managing budgets.
Strong leadership and interpersonal skills with the ability to motivate and develop a diverse team.
Organisational skills to meet deadlines.
Excellent verbal and written communication skills.
Computer literacy.
Knowledge and Skills
Advanced understanding of fiduciary duties, estate planning, and tax legislation within wealth management.
Strong grasp of financial reporting standards and compliance frameworks.
Proficiency in accounting software and financial modeling.
Risk management and internal control systems.
Strategic planning and operational oversight.
Client relationship management, especially with high-net-worth individuals.
Budgeting and financial forecasting.
Legal and regulatory knowledge relevant to trusts and estates.
Personal Qualities
Strong integrity
Ability to lead
Excellent analytical thinking
Strong attention to detail
Ability to manage pressure
Excellent communication skills, both verbal and written
Strong sense of accountability
Ability to collaborate