Tax Advisor

A reputable financial services firm is looking for a technical and client-oriented Tax Advisor to join their integrated wealth management team. This role is designed for a professional who thrives on providing clarity and confidence to clients by aligning tax strategies with broader financial goals and long-term planning. Operating at the intersection of technical compliance and strategic engagement, the successful candidate will work alongside Financial Planners and Legacy specialists to deliver a seamless advisory experience. Key Responsibilities Integrated Tax Advisory: Provide expert guidance that complements complex financial plans and supports long-term wealth preservation. Compliance Management: Oversee the full lifecycle of tax returns for individuals, trusts, companies, and deceased estates, ensuring all submissions via SARS eFiling are accurate and timely. SARS Liaison: Manage all professional correspondence with revenue services, including handling audits, objections, and complex queries. Strategic Planning: Identify and implement tax-efficient opportunities to optimise client positions while maintaining strict regulatory compliance. Collaborative Support: Partner with internal legal and trust teams to resolve estate-related tax matters. Technical Interpretation: Translate intricate tax legislation into practical, easy-to-understand advice for a diverse client base. Record Integrity: Maintain meticulous digital records and stay abreast of evolving tax laws to ensure service excellence. Requirements Education: Bachelor’s degree in Accounting, Taxation, or a related commerce field. Professional Status: Registered Tax Practitioner. Experience: A minimum of 5 years in tax compliance and advisory roles. Technical Proficiency: Proven track record in preparing and submitting returns for individuals, trusts, companies, and estates. Regulatory Knowledge: Deep understanding of South African tax legislation and hands-on experience navigating SARS processes. Preferred Qualifications Active membership in a recognised professional body (e.g., SAIT or SAICA). Previous experience working within a multi-disciplinary wealth management or financial planning environment. Required Software Skills SARS e-Filing Microsoft Office Suite (Word, Excel, Outlook) Experience with digital practice management or tax software tools Benefits Opportunity to work within a highly professional, collaborative wealth management group. Exposure to complex, high-value tax planning and estate matters. A culture that values empathy, precision, and long-term relationship building