Fiduciary and Tax Specialist
Sanlam
full-time
Posted on:
Location Type: Office
Location: Tygervalley • South Africa
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About the role
- Establish a client base of trusteeships, executorships, trust accounting and tax compliance matters
- Provide tax and fiduciary advisory services to clients
- Advise on wealth and estate planning
- Draft Wills, Deeds of Trust, resolutions and minutes
- Act as nominee of Sanlam Private Wealth as trustee and executor
- Write technical articles and conduct presentations on fiduciary matters
- Promote the Fiduciary and Tax offering to all stakeholders
Requirements
- Tertiary commercial or legal qualification
- Post graduate qualification in taxation, estate planning or legally related field
- 4 - 6 years’ substantive experience in trusts, wills, estates, income tax for individuals, trusts and estates and investments
- Experience with high-net-worth individuals
- Ability to deal effectively and credibly with stakeholders such as senior managers and high net worth clients
- Excellent organizational skills
- Excellent interpersonal and networking skills within the tax and fiduciary industry
- Strong analytical ability and attention to detail
Benefits
- Building strong, lasting relationships with employees
- Opportunities for growth and development
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
trust accountingtax compliancewealth planningestate planningdrafting WillsDeeds of Trustfiduciary advisoryincome taxinvestments
Soft skills
organizational skillsinterpersonal skillsnetworking skillsanalytical abilityattention to detailstakeholder management
Certifications
tertiary commercial qualificationlegal qualificationpost graduate qualification in taxation