About this role
<div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px"><b>Who are we?</b></H2> </div><div><p><span style="font-family:arial, helvetica, sans-serif;font-size:10.0pt">Sanlam Private Wealth crafts customised investment portfolios for high-net-worth private clients, charitable institutions, trusts and corporate entities.</span></p> <p> </p> <p><span style="font-family:arial, helvetica, sans-serif;font-size:10.0pt">With assets under management and administration of more than R240 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.</span></p> <p> </p> <p><span style="font-family:arial, helvetica, sans-serif;font-size:10.0pt">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.</span></p> <p> </p> <p><span style="font-size:10.0pt"><span style="font-family:arial, helvetica, sans-serif">Sanlam Private Wealth is part of the Sanlam Investment Group – the largest, most diversified investment firm in South Africa, w</span>ith a growing footprint on the African continent and in India.</span></p></div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px"><b>Key Responsibilities</b></H2> </div><div><p><span style="font-family:arial, helvetica, sans-serif;font-size:10.0pt">Responsible for providing a tax compliance service to individual, trust, estate and company portfolio clients of Sanlam Private Wealth. The role is key to securing and retaining the managed share portfolios of the Portfolio Management team.</span></p></div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px"><b>What will you do?</b></H2> </div><div><ul> <li><span style="font-family:arial, helvetica, sans-serif;font-size:10.0pt">Accurately compute, complete and submit provisional tax returns</span></li> <li><span style="font-family:arial, helvetica, sans-serif;font-size:10.0pt">Arrange provisional tax payments</span></li> <li><span style="font-family:arial, helvetica, sans-serif;font-size:10.0pt">Accurately compute, complete and submit annual tax returns</span></li> <li><span style="font-family:arial, helvetica, sans-serif;font-size:10.0pt">Accurately compute, complete and submit annual tax returns for deceased estates</span></li> <li><span style="font-family:arial, helvetica, sans-serif;font-size:10.0pt">Arrange assessed tax payments</span></li> <li><span style="font-family:arial, helvetica, sans-serif;font-size:10.0pt">Check income tax assessments</span></li> <li><span style="font-family:arial, helvetica, sans-serif;font-size:10.0pt">Submit supporting documents</span></li> <li><span style="font-family:arial, helvetica, sans-serif;font-size:10.0pt">Lodge objections</span></li> <li><span style="font-family:arial, helvetica, sans-serif;font-size:10.0pt">Correspond with clients and SARS</span></li> <li><span style="font-family:arial, helvetica, sans-serif;font-size:10.0pt">Resolve client and SARS queries within the legislated timeframes</span></li> <li><span style="font-family:arial, helvetica, sans-serif;font-size:10.0pt">Obtain tax clearances</span></li> <li><span style="font-family:arial, helvetica, sans-serif;font-size:10.0pt">Attend to cessation of tax residency matters</span></li> <li><span style="font-family:arial, helvetica, sans-serif;font-size:10.0pt">Keep abreast of applicable legislation</span></li> <li><span style="font-family:arial, helvetica, sans-serif;font-size:10.0pt">Accurately and timeously maintain records relating to tax clients, including filing</span></li> <li><span style="font-family:arial, helvetica, sans-serif;font-size:10.0pt">Arrange for the recovery of fees relating to tax work undertaken</span></li> <li><span style="font-family:arial, helvetica, sans-serif;font-size:10.0pt">Contribute to internal and client communications</span></li> <li><span style="font-family:arial, helvetica, sans-serif;font-size:10.0pt">Consolidate and grow the tax book</span></li> </ul></div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px"><b>What will make you successful in this role?</b></H2> </div><div><ul> <li><span style="font-family:arial, helvetica, sans-serif;font-size:10.0pt">Willingness to learn</span></li> <li><span style="font-family:arial, helvetica, sans-serif;font-size:10.0pt">Client focus – building strong relationships with clients and colleagues</span></li> <li><span style="font-family:arial, helvetica, sans-serif;font-size:10.0pt">Collaboration – working inclusively with others</span></li> <li><span style="font-family:arial, helvetica, sans-serif;font-size:10.0pt">Resilience – working to deadlines and under pressure</span></li> <li><span style="font-family:arial, helvetica, sans-serif;font-size:10.0pt">Fluency in English and Afrikaans</span></li> <li><span style="font-family:arial, helvetica, sans-serif;font-size:10.0pt">Excellent written English</span></li> </ul></div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px"><b>Qualifications and Experience</b></H2> </div><div><ul> <li><span style="font-family:arial, helvetica, sans-serif;font-size:10.0pt">Relevant post graduate qualification</span></li> <li><span style="font-family:arial, helvetica, sans-serif;font-size:10.0pt">Registration as a tax practitioner in good standing</span></li> <li><span style="font-family:arial, helvetica, sans-serif;font-size:10.0pt">Five or more years’ experience in a similar role where work was undertaken independently and without assistance</span></li> <li><span style="font-family:arial, helvetica, sans-serif;font-size:10.0pt">A proven track-record</span></li> </ul></div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px"><b>Knowledge and Skills</b></H2> </div><div><ul> <li><span style="font-family:arial, helvetica, sans-serif;font-size:10.0pt">Analytical and numerical skills</span></li> <li><span style="font-family:arial, helvetica, sans-serif;font-size:10.0pt">Computer literacy: proficiency in Word, Excel and the SARS NITS system and income tax software</span></li> <li><span style="font-family:arial, helvetica, sans-serif;font-size:10.0pt">Excellent knowledge of tax law principles</span></li> <li><span style="font-family:arial, helvetica, sans-serif;font-size:10.0pt">Planning and alignment – planning and prioritizing work to meet commitments aligned to the goals of the business</span></li> <li><span style="font-family:arial, helvetica, sans-serif;font-size:10.0pt">Accountability – holding self and others accountable to meet commitments</span></li> </ul></div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px"><b>Personal Qualities</b></H2> </div><div><ul> <li><span style="font-family:arial, helvetica, sans-serif;font-size:10.0pt">Learning agility and curiosity</span></li> <li><span style="font-family:arial, helvetica, sans-serif;font-size:10.0pt">Strong numerical orientation</span></li> <li><span style="font-family:arial, helvetica, sans-serif;font-size:10.0pt">Accurate and detail orientated</span></li> <li><span style="font-family:arial, helvetica, sans-serif;font-size:10.0pt">Ability to perform well under pressure and show maturity, confidence and resilience</span></li> <li><span style="font-family:arial, helvetica, sans-serif;font-size:10.0pt">Excellent listening, communication and interpersonal skills</span></li> <li><span style="font-family:arial, helvetica, sans-serif;font-size:10.0pt">Pro-active approach to work, clients and problem solving</span></li> </ul></div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px"><b>Build a successful career with us</b></H2> </div><div><p><span style="font-family:arial, helvetica, sans-serif;font-size:10.0pt">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 realize their worth. </span></p> <p> </p> <p><span style="font-family:arial, helvetica, sans-serif;font-size:10.0pt">Through its business clusters – Sanlam Personal Finance, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate Santam, Mi-way, as well as the Group Office – the group provides many opportunities for growth and development.</span></p></div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px"><b>Turnaround time</b></H2> </div><div><p><span style="font-family:arial, helvetica, sans-serif;font-size:10.0pt">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</span><br><br></p> <ul> <li><span style="font-family:arial, helvetica, sans-serif;font-size:10.0pt">To be considered for the above opportunity please upload your detailed CV on or before 03 July 2026.</span></li> <li><span style="font-family:arial, helvetica, sans-serif;font-size:10.0pt">Please note that if you are not contacted within 2 weeks after the closing date your application has been unsuccessful.</span></li> </ul></div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px"><b>Our commitment to transformation</b></H2> </div><div><p><span style="font-family:arial, helvetica, sans-serif;font-size:10.0pt"><em>The Sanlam Group is committed to transformation and embracing diversity and our employment equity plan and targets will be considered as part of the recruitment process. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society as well as people with disabilities</em></span></p></div></div></div>