Job Description
Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients’ investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a comprehensive range of investment solutions, designed to assist in the creation and preservation of wealth. Our offering encompasses local investments, including fixed term investments and investments with guarantees, international investments, retirement saving solutions, and retirement income solutions. While each solution has its own distinct purpose, they all share the world-class quality and commitment that have come to distinguish Glacier.What will you do? Job Purpose The Finance Consultant will be responsible for the tax reconciliation and payment of local and international products as well as streamlining of processes within Glacier. This role will support business through analysis, implementation and compliance with legislative tax requirements and changes. Key Outcomes The following outcomes will be expected to be achieved: Reconciliation, submission and payment of the following monthly taxes including but not limited to:Capital gains tax on local and international products.Dividends and interest withholding tax on local products.Third-party AA88 instructions on Retirement Products and Living Annuity Products.Tax reconciliation of products across other jurisdictions
Responsibilities + Skills
Education
A financial related qualification; with majors in Accounting and Tax being a requirement.Minimum of three years experience in a similar role; preferably within the financial services industry.Knowledge of endowment products, unit trusts and long-term insurance business; specifically in a LISP environment will be an added advantage.
Experience