Tax Practitioner – Individual & Corporate Tax Compliance

About the role

The Tax Practitioner will deliver comprehensive tax compliance services for individual, trust, estate and company clients of Sanlam Private Wealth. The role supports the Portfolio Management team by safeguarding and expanding managed share portfolios.

Key responsibilities

• Prepare, compute and lodge provisional and annual tax returns for individuals, trusts, estates and companies.
• Arrange provisional and assessed tax payments and manage tax clearances.
• Submit supporting documentation, lodge objections and correspond with clients and SARS.
• Resolve client and SARS queries within statutory timeframes.
• Handle cessation of tax residency matters and maintain up‑to‑date client tax records.
• Recover fees for tax services rendered and contribute to internal and client communications.
• Grow and consolidate the tax book of business.

Required profile

• Relevant postgraduate qualification in tax or related field.
• Registration as a tax practitioner in good standing.
• Five or more years of independent tax compliance experience.
• Proven track record of delivering accurate tax services.
• Strong client focus, collaborative mindset and resilience under pressure.
• Excellent written English.

Required skills