Tax Practitioner – Wealth Management

About the role

We are seeking an experienced Tax Practitioner to join a high‑performing team within the financial services sector. You will support a premium portfolio of individual, trust, estate, and company clients, delivering world‑class tax compliance and helping to retain and grow managed share portfolios.

Key responsibilities

• Compute, complete and submit provisional and annual tax returns for a diverse client base.
• Manage provisional and assessed tax payments, including tax clearances and cessation of tax residency matters.
• Handle tax returns for deceased estates, check assessments, lodge objections and submit supporting documentation.
• Resolve SARS and client queries within legislated timeframes.
• Maintain accurate, timely records for all tax clients and recover fees for completed work.
• Contribute to internal and client communications, grow the tax book and stay up to date with relevant legislation.

Required profile

• Postgraduate qualification relevant to tax.
• Registration as a tax practitioner in good standing.
• 5+ years of experience in a similar independent tax role.
• Proven track record of delivering accurate, compliant tax work.
• Strong client‑centric approach, resilience under pressure and excellent written English.

Required skills