Well-respected investment management team seeks a Tax & Corporate Actions Assistant Manager to join their operations team.
Ideal candidates will be CA(SA) qualified with relevant tax and corporate actions experience within financial services.
Great team and working environment.
Responsibilities: Review completeness and accuracy of client tax liabilities Ensure that team complies with tax reporting, filing and related requirementsEnsure tax submissions are accurate and submitted timeouslyReview and analyse tax calculations done by external service providers for institutional clients (Capital Gains Tax, Interest Withholding Tax (IWT), Capital Gains Tax and Dividend Withholding Tax (DWT) calculations)Review assessments of Funds in-country tax exposureEnsure institutional funds are correctly registered for tax, liaise with in-country tax authorities and specialists, ensure registration is completed and ongoing filing requirements are adhered toReview of Foreign Account Tax Compliance Act (FATCA) and Common Reporting Standard (CRS) submissions for applicable clientsReview client and portfolio tax implications of all/complex corporate eventsReview tax implications and tax reporting related to CIS income distributions and classificationsEnsure changes to applicable tax legislation (local and foreign) are identified, communicated, considered and actionedManage all institutional tax projects and/or system changes pertaining to taxIdentify and assess the impact of corporate actions on portfolio holdings and valuations and ensure corporate actions is accurately recordedUnderstand and ensure tax and accounting impact of all corporate actions are all accounted for correctlyManage proxy voting and elective events and signing off instructions to custodiansManage Tax Reclaims processManage clean audit on the ISAE tax controlsIdentify gaps and areas of improvement in current processesReviewing existing processes, validations and reports to ensure most efficient manner possibleBuild and maintain effective stakeholder relationships, internally and externallyRepresent the company at industry related tax committeesCoordinate and drive current corporate action and operational tax initiatives, projects and testing within the teamRequirements: Minimum of CA(SA) or an Honours in Tax or equivalentMinimum of 5 years relevant tax, corporate actions, or accounting experience, within Financial Services Proficient in all Microsoft packagesHighly numerate and a critical thinkerExcellent attention to detail, disciplined and methodicalStrong leadership skills, self-starter able to create efficient processes and controlsInterpersonal and communication skills, build and maintain strong working relationships with stakeholdersGood time management skills, able to manage heavy workloads and multiple tasks, work flexible hours if neededExcellent analytical and problem-solving skillsPlease note that if you have not heard from us within 2 weeks of your application, please consider it as unsuccessful for this particular role.
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