Client Management & Service Delivery
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Manage allocated tax engagements including compliance and advisory tasks.
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Prepare and review tax individual computations, returns, and opinions.
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Manage SARS, including correspondence, audits, verifications, dispute resolution processes, and the drafting of objections and appeals where required.
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Liaise directly with clients to address tax queries, provide practical solutions, and maintain strong client relationships.
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Monitor engagement progress, client deliverables, and statutory deadlines to ensure compliance with service level expectations.
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Identify opportunities to improve client tax positions and provide proactive tax planning recommendations.
Technical Review & Support
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Review deliverables prepared by Consultants and Trainees to ensure technical accuracy and compliance.
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Provide technical tax input on standard and moderately complex matters across various tax disciplines.
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Conduct tax research and interpret legislation, case law, and SARS guidance to support client engagements and internal knowledge sharing.
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Keep abreast of legislative developments and communicate relevant tax updates to the team and clients.
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Assist in developing and maintaining tax methodologies, templates, and technical resources.
Practice Management
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Manage WIP, recoverability and billable hours for own portfolio.
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Contribute to the preparation and monitoring of client budgets, billing processes and debtors management.
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Enforce adherence to risk management procedures.
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Ensure compliance with internal policies, quality control standards, and risk management procedures.
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Assist with resource planning and workload allocation to meet client and business objectives.
People Management
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Supervise, mentor and coach Consultants and Trainees, providing guidance on technical and professional matters.
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Participate in performance evaluations, goal setting and career development discussions.
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Review work performed by junior team members and provide constructive feedback to support their development.
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Participate in performance evaluations, goal setting, and career development discussions.
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Foster a collaborative, high-performance team culture aligned with the firm's values and objectives.
Business Development Support
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Identify tax risks, savings opportunities and efficiencies within client portfolios and communicate these effectively to clients and management.
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Support the preparation of proposals, and client presentations to support new business acquisition and growth opportunities within existing client accounts.
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Build early-stage client relationships with clients and key stakeholders to support client retention and growth.
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Contribute to thought leadership initiatives, including articles, webinars, client alerts, and technical presentations.
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Identify cross-selling and upselling opportunities across service lines and assist in expanding the firm's client base.
Qualifications
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CA(SA), or Masters in Tax (or equivalent)
Experience
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Minimum 4–5 years tax experience in a professional services firm.
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Experience in reviewing tax work and supervising junior team members
