Tax Practitioner & Financial Manager

About the role

The Financial Manager will oversee accurate and timely tax reporting and financial administration for individual and trust clients, while also handling broader financial management duties within the asset management business. This role blends technical tax expertise with financial control, client service, and process oversight to support annual tax compliance and fiduciary obligations.

Key responsibilities

• Check and file tax reports (IT3(b), IT3(c), IT3(s), capital gains, dividend and interest certificates) for completeness and accuracy.
• Prepare tax calculations, file returns for clients and the firm, and compile consolidated tax reports for complex structures.
• Manage month‑end and year‑end financial close processes, including management accounts, reconciliations and variance analysis.
• Prepare annual financial statements in accordance with IFRS for SMEs and ensure compliance with South African regulations (FICA, FAIS, FSCA, SARS).
• Oversee fee and commission processing, monthly client statements, and statutory reporting obligations such as CIPC returns.

Required profile

• Registered Tax Practitioner with SARS, in good standing.
• Minimum 5 years’ experience in financial management, taxation, or trust and estate administration, preferably within a professional services environment.

Required skills

• Microsoft Excel
• SARS e‑filing processes