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