Financial Consultant - Tax: JG 7

Who are we?

Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients’ investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a comprehensive range of investment solutions, designed to assist in the creation and preservation of wealth.

Our offering encompasses local investments, including fixed term investments and investments with guarantees, international investments, retirement saving solutions, and retirement income solutions. While each solution has its own distinct purpose, they all share the world-class quality and commitment that have come to distinguish Glacier.

The Finance Consultant
- Tax will be responsible for the tax reconciliation and payment of local and international products as well as streamlining of processes within Glacier. This role will support business through analysis, implementation and compliance with legislative tax requirements and changes. This role is based in Cape Town.

The Following Outcomes Will Be Expected To Be Achieved

• Reconciliation, submission and payment of the following monthly taxes including but not limited to:
• Capital gains tax on local and international products.
• Dividends and interest withholding tax on local products.
• Third-party AA88 instructions on Retirement Products and Living Annuity Products.
• Tax reconciliation of products across other jurisdictions
• Liaise with client services and operations teams regarding reporting queries and issues.
• Liaise with internal tax department, SARS and third parties.
• Provide feedback to management, internal tax department and operational areas regarding tax reporting requirements.
• Accounting and reporting of the products on SAP (GL);
• Improving current processes and providing input into SARS related projects.
• Effective creation of efficiencies and automation within the financial reporting and control environment.
• Involvement in the audit process (Internal and External), ad-hoc accounting and tax tasks.

The Qualifications And Experience

• A financial related qualification; with majors in Accounting and Tax being a requirement.
• Minimum of three years’ experience in a similar role; preferably within the financial services industry.
• Knowledge of endowment products, unit trusts and long-term insurance business; specifically in a LISP environment will be an added advantage.
• Thorough knowledge of SARS reporting requirements.
• Computer Skills (MS Word, MS Excel, SAP Financials).

• Attention to detail
• Problem-solving and analytical skills
• Concern for order and accuracy
• Innovative Thinking
• Ability to function independently
• Communication Skills

• Positive, enthusiastic attitude
• Teamwork
• Honesty, integrity and respect
• Self-starter and self confidence
• Ability to co-operate and thrive within and independent and team environment

Reconciliations and query resolution

Recording of Financial Transactions

Compliance with SOP s and SLA s

Manages conflict
- Contributing dependently

Demonstrates self-awareness
- Contributing dependently

Optimises work processes
- Contributing dependently

Action orientated
- Contributing dependently

We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

• Cultivates innovation
  - Contributing dependently
• Customer focus
  - Contributing dependently
• Drives results
  - Contributing dependently
• Collaborates
  - Contributing dependently
• Being resilient
  - Contributing dependently

The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.

The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group s Employment Equity plan and targets will be considered as part of the selection process.