This position in the Momentum Investments Operational Tax team will be responsible for investor tax query resolution, escalation support, tax compliance and reporting, as well as assisting in tax projects.
The ideal candidate will bring energy, a willingness to learn, fresh ideas and a mindset geared to challenge existing solutions and processes. This role will report directly into the Tax Manager.
Requirements
- BCom Degree Finance, management accounting or Taxation.
- SQL writing is advantageous.
- Experience in SARS 3rd party reporting is essential, particularly IT3 reporting.
- Minimum of 3 years of tax experience, ideally in a Corporate (Financial, Investments or Tax) environment.
- A good understanding of the ITA, TAA, and supporting guides is essential.
- Identify tax risks that could impact the company directly or indirectly and escalate accordingly.
- Provide system/process support.
- Investigate and identify requirements to address process or system constraints resulting in repeated queries and/or errors.
- Process and training documentation for internal staff.
- Work actively with the Tax Specialist to clarify technical rules and regulations published for a smooth implementation.
- The ongoing operational compliance with tax submissions and payment deadlines.
- Quality review of all tax communication and tax certificates and distribution to clients.
- Gain an understanding of the business in which we operate and the tax implications per product range.
- User Acceptance Testing of solutions, business and technical processes and calculations.
- Keeping up to date with changes to legislation relating to the Income Tax Act and advising business on the practical impact of the changes.
