Purpose of the role
Join a team that values collaboration, connection, and problem-solving while driving transformation within the company and beyond.
Our investment client based in the Southern Suburbs of Cape Town has a vacancy for a person who can accurately calculate the cost of errors and issue correct tax reporting to clients timeously.
Minimum skills and knowledge required
3 years in investment and planning environment
LISP experience essential
Knowledge of financial services industry and products
Responsibilities | Skills
Cost Calculation
Accurate calculations of error correction
Implementation of error correction where required
Adhoc requests for cost calculation
Feedback and communication on issues and status
Testing
Participate in testing exercises to ensure that all components function as expected.
Logging of errors and bugs on TFS.
Ensuring prompt and accurate feedback on test results against logs on TFS and project meetings.
Ensuring the business needs/objectives are met.
Data Integrity
Assist with identifying potential errors proactively i.e. before they occur, assist with certain key data integrity checks.
PAYE variance checks.
Base costs checks for transfers.
Outsize gains or losses on capital gains tax.
Tax Directive reconciliations between Itax and in-house system.
Any data checks for successful submission of SARS returns.
Daily data integrity checks on transactions processed.
Investigate and correct integration issues relating to data recons and data reconciliations.
Assist with tax data testing for annual and provisional submissions.
Assist with bulk data updates to Maxim.
Analytical and logical thinking.
Ability to work with and understand data.
Understanding of the testing process i.e. how to devise expected results and test for and problem-solve the anomalies.
Highly numerate.
Technology exposure
LISP software
MS Office
SQL
Excel
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