Tax Analyst

About the role

The Tax Analyst will ensure that all tax obligations for Metropolitan's investment and savings solutions are accurately interpreted, implemented, monitored, and reported. This role acts as the subject‑matter expert for SARS, FATCA, CRS and other regulatory requirements across product development, pricing, administration, reporting and system changes.

Key responsibilities

• Manage end‑to‑end SARS IT3 reporting processes for all investment and saving products.
• Generate, validate and submit client tax certificates (IT3, IT3b, IT3f, IRP5/IT3a).
• Maintain data mappings for tax fields in product systems, admin platforms and data warehouses.
• Oversee SARS BRS updates and ensure timely implementation.
• Act as liaison for FATCA and CRS compliance, owning classification logic and validating extracts before submission.
• Document and test schema changes, and maintain quality controls for tax submissions.

Required profile

• BCom (Tax), BCom (Finance), BSc Actuarial Science, BCom Information Systems or equivalent.
• 7‑10 years of relevant tax compliance experience in financial services.
• Strong knowledge of SARS reporting, FATCA, CRS and product tax rules.
• Experience with business analysis, requirements gathering and functional specification writing.

Required skills

• SQL
• Data extraction from large datasets