Tax Client Consultant
Role
Tax Client Consultant
Location
Southern Suburbs, Cape Town
Industry
Wealth Management
Our client is an established Wealth Management firm that strives to provide a specialist solution to their client's individual financial needs, by offering a comprehensive range of services and expertise to manage and grow their wealth.
In this role, the successful candidate will provide professional tax and accounting services to clients, including the preparation and review of financial statements, tax compliance, and client advisory support. The role focuses on delivering high-quality outputs, maintaining strong client relationships, and ensuring compliance with regulatory standards and internal best practice
Key Responsibilities
Accounting & Financial Reporting
Drafting annual financial statements for companies, trusts and sole proprietorships in accordance with applicable accounting standards
Preparing compilation and Independent Review files in accordance with the applicable standards
Reviewing and analysing financial data to ensure accuracy and compliance
Tax Compliance & Advisory
Preparing and submitting tax returns for individuals, trusts and company
Managing provisional tax calculations and submissions
Liaising with SARS on client queries and compliance matters
Monitoring tax deadlines and ensuring timely submissions
Client Service & Relationship Management
Acting as a point of contact for client queries and requests
Communicating financial and tax matters clearly to clients
Identifying opportunities to improve client processes and add value
Maintaining strong, professional client relationships
General & Practice Support
Supporting the management team with workflow management and administrative tasks
Assisting with billing processes and fee preparation
Maintaining accurate client records across systems
Contributing to continuous improvement within the team
Requirements
BCom Accounting or equivalent qualification
Completion or progress towards SAICA/SAIPA articles (advantageous)
3-5 years’ experience in accounting, tax or audit
Experience preparing reviewing financial statements
Exposure to client-facing roles
Microsoft Office
Accounting software (e.g. CaseWare, Xero, Pastel or similar)
Tax software (e.g. ProfTax, eFiling) and Sharepoint (advantageous)
Accuracy, devotion to quality, planning
Organizational sensitivity, cooperation
Integrity, service oriented
Works well under pressure
Thank you for your interest. If you do apply for this opportunity, but do not hear from us within two weeks, please assume that your application has not been successful on this occasion.