Tax Buisness Analyst

Job Role:
Tax Business Analyst

Exp

Required:

Atleast 5 Years of relevant work experience as Tax Business Analyst

Job Location:
Hybrid - Centurion based

Company Name:
Indsafri

Notice Period:
Immediate to 30 days

Provide dedicated business analysis capability to the Tax function, with specific focus on organization’s Wealth International (MWI) and its specialised international product environment.

The role will perform a once-off, comprehensive review of all tax-impacting events, processes, and products, and ensure these are fully, accurately, and consistently embedded in the MWI system landscape, supported by appropriate documentation, controls, validations and exception reporting.

The Business Analyst will be responsible for requirements definition, gap identification,

documentation and supporting delivery, but will not be accountable for the actual system

build/configuration (which will be delivered by allocated IT development teams through prioritised delivery).

South African tax implications for relevant products and processes

International tax considerations where applicable (e.g., cross-border obligations; Guernsey and other jurisdictions as relevant)

FATCAand CRS reporting processes, including documentation and identification of opportunities for automation

• Complete catalogue of tax-impacting events, products, and processing flows for MWI
• Documented current state and validated future state tax processes and system behaviours
• Clear business and technical requirements aligned to tax rules and product intent
• Gap register covering missing triggers, validations, controls, audit trail and reporting (including historic errors)
• Prioritised remediation roadmap and delivery plan (including dependencies, testing approach and sign-offs)
• Defined and implementable tax control framework components (preventative and detective controls, monitoring and exception reporting)
• Reduced dependency on ad hoc manual interventions through improved process design and automation opportunities

• Conduct detailed tax-related business analysis through stakeholder engagement (workshops, interviews, walkthroughs and research)
• Develop expert-level understanding of MWI products, tax triggers, operational events, and
• system behaviour
• Elicit, analyse, validate and document requirements (functional, data, controV/validation,
• exception management, audit trail and reporting)
• Translate requirements into solution specifications and support prioritised delivery with IT teams
• Identify and upscale tax risks, processing risks, and compliance risks impacting MWI and/or company's Investments

• Investigate and document historic tax-related errors and processing issues
• Map root causes across systems, data, events and processes
• Quantify impact where feasible (financial leakage, rework, operational risk, compliance exposure)
• Build and maintain a structured remediation plan and roadmap (priorities, dependencies, timelines, sign-off)

• Map current and future state end-to-end processes to identify optimisation and standardisation opportunities
• Design improved process flows including straight-through processing and defined exception handling
• Design tax controls (preventative/detective), monitoring metrics, exception reporting and
• governance touchpoints
• Maintain accurate process documentation and promote adoption/compliance across stakeholders

• Write and interpret data queries (as applicable) to support investigation, validation and control design
• Analyse large datasets to identify anomalies, exceptions and processing defects
• Use Excel, SQL and reporting/BI tools (e.g., Power BI / Qlik View) as applicable

• Define test scenarios, test conditions and acceptance criteria aligned to tax requirements and controls
• Support System Testing and UAT, including triage and defect analysis
• Assist with training material preparation, business readiness and post-implementation verification

• Review and document FATCA and CRS reporting processes and system dependencies
• Identify automation opportunities, validation needs and audit trail strengthening
• Align reporting requirements with internal governance and operational controls

• Atleast 5 to 8 years of relevant work experience as Tax Business Analyst or Business Analyst in Tax in a similar role
• Atleast 5 to 8 years of relevant work experience in tax concepts, tax triggers, regulatory reporting and controls (tax systems experience advantageous)
• Bachelor’s degree in taxation, Accounting, Finance, or related field (or equivalent experience)
• Experience with system migrations, data remediation and/or APl-enabled environments is highly desirable.
• Experience with in financial services/investments environment (preferred)
• Demonstrated experience working…