at Sanlam
Job details
Sanlam Private Wealth crafts customised investment portfolios for high net worth private clients, charitable institutions, trusts and corporate entities. With assets under management and administration of more than R151 billion, we offer a comprehensive and integrated suite of wealth management solutions. These include equity, retirement and offshore investment portfolios, fiduciary and tax services, an equity-backed finance offering, a global stockbroking service and derivatives trading. At Sanlam Private Wealth, our clients are at the core of everything we do. For this reason, we employ people with passion individuals who thrive in an entrepreneurial, high-energy environment. Sanlam Private Wealth is part of the Sanlam Investments Group, a leading investment and wealth management business in South Africa, Sub-Saharan Africa, Australia and Europe. What will you do?
- Monitoring and loading corporate action events in tax reporting systems based on announcement date and other event details
- Apply South African tax principles in costing (proceeds / base cost) corporate action events for purposes of client tax reporting
- Capture treatment of corporate and other events in the client CGT reporting system
- Monitoring and clearing exceptions in the various tax reporting systems (primarily CGT)
- Liaise with business on treatment of corporate action events in the client tax reports
- Assist in preparation and review of client tax reports (income and CGT)
- Address client queries on any matters pertaining to tax reporting
- Detail review of the effect on the clients portfolio of corporate events and ensuring that the corporate event reflects accurately on tax and other sub-systems
- Reviewing journal entries passed in various tax reporting systems for accuracy and completeness
- Assist with maintenance and reconciliation of data with regards to Dividend Withholding Tax reporting to SARS
- Review of scrip movement prices
- Investigate dividend & corporate action discrepancies and resolve accordingly
- Research corporate events to form an understanding, interpret accurately & make decisions accordingly
- Experience within Private Wealth Industry
- High level of accuracy
- Excellent communication and interpersonal skills
- Tertiary qualification in Finance / Accounts
- Basic understanding of the private client business and the stock-broking environment
- Experience within the finance / tax consulting industry is essential. Corporate Actions knowledge and experience will be advantageous
- Previous experience within Private Wealth industry will be advantageous
- Fully bilingual (English and Afrikaans)
- Candidate must be highly computer literate and highly proficient in Microsoft Excel
- Thorough understanding of internal control and operational processes
- Strong numerical orientation
- Highly organized with a high level of customer focus
- Accurate and detail orientated
- Critical and analytical capability
- Ability to perform well under pressure and show maturity, confidence and resilience
- Excellent listening, communication and interpersonal skills
- Pro-Active approach to work, clients, problem solving
- Learning agility and curiosity
- Assertive
- Passionate ownership for results
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