This role is mainly responsible for validating and reconciling data from multiple sources and applying relevant tax knowledge to ensure extensive accuracy thereof. The data relates to client offshore investment activities and the various tax implications thereof. A basic understanding of investments and tax is therefore necessary. Additionally, performing data manipulation and descriptive data analysis to ensure reasonability. The ideal candidate must have experience analysing financial information and therefore very comfortable working with numbers. 

Key responsibilities will include amongst others the following:

•  Extensive analysis of relevant client financial information to ensure validity, completeness, accuracy, and correct recording into the client administration system
• Performs data quality checks, reconciles and validates results and implements solutions to support business requirements
• Collates information in predetermined formats or formats developed by the individual.
• Extracts and analyses data from various sources and integrates data accordingly to meet business objectives
• Performs data manipulation and descriptive/ exploratory data analysis
• Simplifying and communicating complex financial information
• Liaises with external and internal stakeholders appropriately to achieve desired outcomes
• May be required to translate complex data and/or instructions into meaningful outcomes.
• Required to interpret data and provide meaningful recommendations to the business.
• Individually accountable for managing own time, tasks and output quality.
• The ideal candidate must be able to work effectively as part of a team, contributing ideas, supporting colleagues and fostering a co-operative work environment
• Strong knowledge of South African income tax law is essential, the role involves working on analysis and testing of capital gains tax, dividends tax, S24J tax, section 24I, section25D and other relevant areas of South African income tax

Qualifications, Skills and Experience required:

•  Matric and degree/diploma in relevant qualification, Accounting or tax post graduate qualification would be ideal
• Minimum 2-4 years relevant financial analysis experience in financial services industry
• Tax experience is essential, the role involves working on analysis and testing of capital gains tax, dividends tax, S24J tax, other income tax
• Also ideally experience of investments products and specifically offshore endowments
• Knowledge of how financial instruments work including corporate actions, dividends etc.
• Advanced excel
• Strong analytical skills and problem solving skills
• Very high attention to detail and accuracy
• Ability to work under pressure in a fast-paced environment
• Strong communication skills and excellent stakeholder engagement at various levels