The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers.
Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion.
That’s why, at Apex Group, we will do more than simply ‘empower’ you. We will work to supercharge your unique skills and experience.
Take the lead and we’ll give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities.
For our business, for clients, and for you
Summary:
Fund tax registrations, returns and queries. Adhoc responsibility limited to areas of accounting records and financial records
Job specification
- Income tax registration, deregistration, and name changes
- Managing emails, calls, and appointments with SARS Agents
- Registration of funds on SARS e-filing platform, and ensure
- activation of all taxes (DWT/IWT)
- Maintaining changes on e-filing system
- Keeping up to date on SARS correspondence
- Attend to any E-filing queries
- Preparation of SARS Power of Attorney documents
- Verification documents and activations to SARS when
- requested by SARS.
- All queries relating to SARS registration process
- Completion of SARS returns relating to funds
- Maintaining fund register
- Preparation and submission of Income Tax Returns
- Responsible for filing all supporting documentation
- Responding to and working through tax queries from SARS
- Uploading of supporting documentation required during
- verification and/or audit processes
- Submission of Income Tax returns for all Funds and verifying
- correctness of assessments issued by SARS
- Managing of tracking spreadsheets, tracking of queries, audits,
- objections etc
- System maintenance
- Any other administrative processes associated to the above
- Accounting records and reconciliations:
- Assists in other finance related fund administration functions
- where required
Audit and year-end:
- Assists with preparation of audit information where required
- Special projects
- Assists in this area where required
Adhoc
- Assist with bookkeeping functions as and when required
- Assists in other areas of finance team where required
Strategic and other areas:
- Participates in meetings
- Basic communication required
- Decision-making is limited to timing, speed, and quality of
- subject matter
- Basic knowledge on subject matter is required
- Carries out principles from policies and strategy
- No ability to influence others
- Job Evaluation Criteria Formal Education
- Relevant diploma (Finance/Tax related)
Experience Required:
- Experience in provisional tax administration and SARS E-filing
- Able to handle tax related issues in a timely manner
- Process driven and pay close attention to detail
- Previous experience dealing directly with SARS and
- addressing queries
Critical Competencies Knowledge:
- Knowledge of Income Tax Act and Tax Administration
- SARS e-filing knowledge
- An understanding of the accounting functions associated with
- tax administration
Skills
- Problem solving skills
- Analytical skills
- Good communication skills
- Ability to work under pressure in a fast-paced environment
- Planning and organising skills
- Time Management
- Attributes
- Methodical
- Focused
- Deadline orientated
- Accurate
- Team player
Disclaimer: Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.
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What We Do
We are a single-source financial solutions provider dedicated to driving positive change while supporting the growth and ambitions of asset managers, allocators, financial institutions, and family offices around the world. Established in Bermuda in 2003, we have continually disrupted the industry through our investment in innovation and talent. Today, we set the pace in fund and asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. As a pioneering data and fintech-enabled company, we are a disruptor driving digital tools into fund and asset servicing. However, our vision to drive positive change extends beyond the industry. The Apex Foundation, a not-for-profit entity, is our passionate commitment to empower sustainable change
