Senior Tax Specialist: Local & Offshore at Sanlam Group

What will you do?


Establish oneself as a trusted advisor to senior clients on local and international tax matters, including the ability to initiate discussions on new opportunities
Draft formal opinions for clients on jurisdictional tax consequences of local and offshore structures, as well as other pertinent matters such as foreign estate and succession and tax laws, probate matters, double taxation treaties, etc.
Liaise with SARS and Counsel regarding complex and uncertain tax matters
Advise on the implementation of transactions, including:
Review of financial models
South African Exchange Control provisions and Common Monetary Area considerations
Review tax implications of transaction legal documentation
Plan assignment approaches including understanding client expectations and scoping work
Pro-actively identify areas of contention, discussing with the engagement teams and proposing or developing solutions where possible
Timeous delivery of various board reports and presentations on complex deals and structuring
Comply with risk management procedures
Training on technical tax, Excon and international matters
Expand professional network internally and externally
Provide sound advice and support to the broader business and stakeholders


What will make you successful in this role?


Strong verbal and written communication skills
In depth knowledge of major jurisdictions tax and inheritance tax laws


Qualification and experience


Bachelor's Degree
MCom (Taxation), LLB, LLM (Tax Law), HDip (Tax and International Tax), CA(SA)
A minimum of ten years of experience in a Tax specialist role, preferably within a global environment
STEP Membership
Strong academic record
SARS registered tax practitioner


Knowledge and skills


Strong research skills on complex tax issues
Regulatory Reporting in the financial services industry
Collaboration and communication on senior stakeholder level


Personal qualities


Strong report writing ability
Accurate and detail orientated
Critical and analytical capability
Ability to perform well under pressure and show maturity, confidence and resilience
Pro-active approach to work, clients, problem solving
Learning agility and curiosity
Assertive
Passionate ownership for results
High level of integrity