Sanlam Accounting / Finance Jobs in Western Cape
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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
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- 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
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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
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