Transfer Agency Tax Specialist needed at Apex Group

Description

• This role is within the Client Solutions Team who are responsible for the financial processes of the Transfer Agency business.  This role will manage the regulatory tax reporting requirements to SARS and various Stakeholders within the Transfer Agency business.

Job specification

• Identify, analyse and document changes required to existing legislative requirements across the various systems, system interfaces, SARS submission files , tax certificates and other regulatory reports based on changes industry and legilatie changes;
• Test changes implemented across the various systems, system interfaces, SARS submission files and other regulatory report outputs to ensure that they conform to requirements and standards
• Compile, reconciliation and submit DWT/IWT monthly, bi-annual and annual reconciliation, payment and submission to SARS;
• Compile, reconciliation and submit SARS submission files on a bi-annual and annual basis for IT3 related reporting;
• Provide support to internal and external clients on  tax related queries such as CGT, DWT , refunds and related calculations.
• Review and provide guidence on the annual FATCA and CRS reporting requirements
• Liaise with SARS, Clients and Operations teams regarding reporting queries and issues;
• Client corrections/queries performed on the Core Administration system (Flexcube and Silica);
• Involvement in annual audits;

Skills Required:

• 5 years  working expereince within a transfer agency team within an analyst or operational team;
• Strong analyitcal skills;
• Knowledge of legislative requirements specific to Unit Trust administration;
• Knowledge of tax laws in general for investment, in particular CGT, FFT, DWT and IWT;
• Knowledge of the SARS reporting requirements for FATCA, DWT, IWT and IT3;
• Preference will be given to candidates who have completed a relevant tertiary qualification;
• Excellent communication skills;
• Good knowledge of the Microsoft Office Suite of products;
• Ability to work under pressure, meet deadlines and manage own deliveries;
• Strong attention to detail;
• Flexibility with regard to working hours