Principle Accountabilities
Tax Strategy & Planning
Develop and implement the Group Tax Strategy, aligning it with the overall business, finance policy and capital management strategies.
Drive tax planning and optimization initiatives across the Group to enhance post-tax profitability.
Advise the line manager, Group CFO and subsidiary finance leads on the tax implications of strategic decisions, M&A, capital raising, and restructures.
Lead tax due diligence and structuring for new ventures, partnerships, and joint ventures (especially in property and bancassurance).
Lead relationship management with external tax consultants
Tax Compliance & Risk Management
Ensure accurate and timely tax compliance (income tax, VAT, excise, withholding tax) for all group entities.
Monthly review of PAYE filings & remittances against taxable benefits GLs in the TB across subsidiaries and JVs
Coordinate tax health checks
Provide guidance on tax entries during vendor payments
Oversee tax audits, correspondence, and negotiations with KRA and other authorities.
Develop and maintain a Group Tax Risk Register, ensuring mitigation actions are implemented.
Review subsidiary tax computations and returns for accuracy and alignment to tax laws and group policy.
Proactively identify audit refund opportunities across entities and follow up with refunds
Business Partnering & Advisory
Serve as the primary tax advisor to the Group and its subsidiaries' ExCos and boards.
Help in integrating tax function as a key player in balance sheet optimization for the banking subsidiary (HFC)
Partner with subsidiaries and business units to provide proactive tax guidance on contracts, new products, and transactions.
Provide tax advisory on cross-border transactions, transfer pricing, and intercompany arrangements.
Build capacity across business units through training and awareness on tax-efficient practices.
Governance, Policy & Reporting
Develop and maintain Group Tax Policies and Procedures, ensuring consistency across entities.
Report group tax exposures, risks, and opportunities.
Monitor legislative and regulatory changes and advise management on their impact.
Reporting
Be accountable for tax numbers reported on financial reports across Group
Prepare monthly and quarterly EXCO and Board papers
Any other duty as assigned from time to time by the Finance and HF leadership.
Key Competencies and Skills
Technical Competencies
Proven track record in tax planning and structuring of financial instruments or property transactions.
Experience in EXCO and Board-level reporting and direct presentations.
Deep understanding of Kenyan tax laws and regulations.
Excellent proficiency in Microsoft Excel and other analytical tools.
Demonstrated people management and coaching skills.
Strong business acumen and commercial orientation.
General Competencies
Results-oriented and proactive.
Excellent interpersonal and stakeholder management skills.
Ability to translate complex tax regulations into actionable business insights.
Strong analytical and problem-solving abilities.
Exceptional communication and presentation skills.
Collaborative team player with influencing capability.
High integrity and professional conduct.
Minimum Qualifications, Knowledge and Experience
Academic & Professional
Bachelor's degree in Finance, Accounting, Banking, Law, or related field from a recognized institution.
CPA (K) or ACCA qualification.
A Tax certification or postgraduate qualification in Taxation will be an added advantage.
Experience
Minimum 10 years of progressive experience in taxation, including at least 3 years at a senior level within banking, insurance, property, or related sectors (or consulting for these sectors).
Strong hands-on experience in KRA audit management, tax refunds, arbitration, and litigation.
Proficiency in IAS 12 (Income Taxes) and financial reporting principles.