A reputable financial services firm is looking for a technical and client-oriented Tax Advisor to join their integrated wealth management team
.
This role is designed for a professional who thrives on providing clarity and confidence to clients by aligning tax strategies with broader financial goals and long-term planning
.
Operating at the intersection of technical compliance and strategic engagement, the successful candidate will work alongside Financial Planners and Legacy specialists to deliver a seamless advisory experience
.

Key Responsibilities

• 
  Integrated Tax Advisory:
  Provide expert guidance that complements complex financial plans and supports long-term wealth preservation
  .

• 
  Compliance Management:
  Oversee the full lifecycle of tax returns for individuals, trusts, companies, and deceased estates, ensuring all submissions via SARS eFiling are accurate and timely
  .

• 
  SARS Liaison:
  Manage all professional correspondence with revenue services, including handling audits, objections, and complex queries
  .

• 
  Strategic Planning:
  Identify and implement tax-efficient opportunities to optimise client positions while maintaining strict regulatory compliance
  .

• 
  Collaborative Support:
  Partner with internal legal and trust teams to resolve estate-related tax matters
  .

• 
  Technical Interpretation:
  Translate intricate tax legislation into practical, easy-to-understand advice for a diverse client base
  .

• 
  Record Integrity:
  Maintain meticulous digital records and stay abreast of evolving tax laws to ensure service excellence
  .

Requirements

• 
  Education:
  Bachelor’s degree in Accounting, Taxation, or a related commerce field
  .

• 
  Professional Status:
  Registered Tax Practitioner
  .

• 
  Experience:
  A minimum of 5 years in tax compliance and advisory roles
  .

• 
  Technical Proficiency:
  Proven track record in preparing and submitting returns for individuals, trusts, companies, and estates
  .

• 
  Regulatory Knowledge:
  Deep understanding of South African tax legislation and hands-on experience navigating SARS processes
  .

Preferred Qualifications

• 
  Active membership in a recognised professional body (e.g., SAIT or SAICA)
  .

• 
  Previous experience working within a multi-disciplinary wealth management or financial planning environment
  .

Required Software Skills

• 
  SARS e-Filing

• 
  Microsoft Office Suite (Word, Excel, Outlook)

• 
  Experience with digital practice management or tax software tools

Benefits

• 
  Opportunity to work within a highly professional, collaborative wealth management group
  .

• 
  Exposure to complex, high-value tax planning and estate matters
  .

• 
  A culture that values empathy, precision, and long-term relationship building