Tax Administrator - Sanlam

eg. Accountant or Accounting or Kempinski

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What will you do?

  • Monitoring and loading corporate action events in tax reporting systems based on the announcement date and other event details
  • Apply South African tax principles in costing (proceeds/base cost) corporate action events for purposes of client tax reporting
  • Capture treatment of corporate and other events in the client CGT reporting system
  • Monitoring and clearing exceptions in the various tax reporting systems (primarily CGT)
  • Liaise with business on the treatment of corporate action events in the client tax reports
  • Assist in preparation and review of client tax reports (income and CGT)
  • Address client queries on any matters about tax reporting
  • Detail review of the effect on the client’s portfolio of corporate events and ensuring that the corporate event reflects accurately on tax and other sub-systems



  • Reviewing journal entries passed in various tax reporting systems for accuracy and completeness
  • Assist with maintenance and reconciliation of data with regards to Dividend Withholding Tax reporting to SARS
  • Review of scrip movement prices
  • Investigate dividend & corporate action discrepancies and resolve accordingly
  • Research corporate events to form an understanding, interpret accurately & make decisions accordingly

Qualification and experience

  • Tertiary qualification in Finance / Accounts
  • Basic understanding of the private client business and the stock-broking environment
  • Experience within the finance/tax consulting industry is essential. Corporate Actions knowledge and experience will be advantageous

Knowledge and skills

  • Previous experience within the Private Wealth industry will be advantageous
  • Fully bilingual (English and Afrikaans)
  • Candidate must be highly computer literate and highly proficient in Microsoft Excel
  • Thorough understanding of internal control and operational processes



Personal qualities

  • Strong numerical orientation
  • Highly organized with a high level of customer focus
  • Accurate and detail orientated
  • Critical and analytical capability
  • Ability to perform well under pressure and show maturity, confidence and resilience
  • Excellent listening, communication and interpersonal skills
  • Pro-Active approach to work, clients, problem-solving
  • Learning agility and curiosity
  • Assertive
  • Passionate ownership for results



How To Apply

Interested applicants should:

Click Here To Visit The Official Website To Read More & Apply Online

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