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.
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.
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.
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.
SARS e-Filing
Microsoft Office Suite (Word, Excel, Outlook)
Experience with digital practice management or tax software tools
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
Skills Required
- Bachelor's degree in Accounting, Taxation, or a related commerce field
- Registered Tax Practitioner
- Minimum of 5 years in tax compliance and advisory roles
- Proven track record in preparing and submitting returns for individuals, trusts, companies, and estates
- Deep understanding of South African tax legislation and experience with SARS processes
What We Do
RecruitMyMom is a South African recruitment agency specializing in placing skilled women, particularly professional mothers, in permanent, contract, freelance, and fractional roles. They connect local and global businesses with top-tier talent and focus on the economic empowerment of women.
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