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Administrator – FATCA & CRS

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2 years ago2761 views

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Location:

Other, Cape Town

Advertised By:Agency

Job Type:Contract

Description

Cape Town - Our client is looking for an Administrator to assist in the FATCA and CRS Administration for our client.Job Specification;Ensure that all indicia gaps and entity classifications are completed for all jurisdictions Assist with the FATCA & CRS classification of new businessAssist in ensuring FATCA & CRS compliance in all relevant jurisdictions by relevant deadlinesGIIN Registrations with the IRSFATCA and CRS Reporting registrations with various jurisdictions for all-new reporting entitiesSign off entity closures and ensure that all reporting has been completed before the final sign offAssist with verifying and completing of self-certification forms for entities across the group Minimum Requirements;BComm / CIMA or equivalent degreeKnowledge of FATCA & CRSExperience in trusts and partnerships an advantageExcellent attention to detailAbility to communicate and motivate via written and verbal formExperience in financial services Maintaining client relationshipsResponsiveness to client needsKeeping clients informedSupporting client needs

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Id Subtitle 1061838319

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Our Client, an auditing and business advisory firm, aims to provide both corporate and individual clients with the advice, information and support they require to manage and grow their own businesses. In addition, they ensure compliance with the many laws that govern South African industry. They are recruiting for an experienced Tax Consultant to join their team Job Purpose: The successful candidate would be responsible for managing a diverse portfolio of clients (including individuals, corporate entities, and trusts). The candidate would be required to liaise directly with clients and is expected to be capable of working with limited supervision from senior management. Responsibilities: • Draft Tax Calculations and Income Tax returns Mainly for individuals and deceased estates, but at times it may be necessary to prepare tax returns for Trusts and Corporates • Preparation and submission of provisional tax calculations for individuals, companies, and trusts • Send requests to clients for information necessary for the completion of various tax returns • Check Assessments • Assistance with drafting and submission of objections where necessary (Income Tax, VAT, Employees Tax) • Assistance with drafting of responses to SARS queries and SARS Audits • Declarations of Ceasing to Be Resident • Approval of International Transfer (AIT) Applications • Dividends Tax returns • Tax Directive Applications • Account Maintenance for all tax types • Attend SARS Appointments where required • Deal with client queries and requests Skills or competencies: • Ability to work under pressure • Attention to detail • Good communication and interpersonal skills • Team player • Strong analytical skills • Strong administration skills • Strong understanding of the overall Microsoft Office package • Knowledge of Great Soft would be advantageous Qualification and Experience: • A minimum of 3 - 5 years prior experience working within a similar role • Solid knowledge of the Income Tax Act, the tax systems and practical experience in dealing with SARS is compulsory • Experience working on E-Filing is compulsory • It is essential that the candidate is able to communicate directly with clients in a professional and confident manner • Candidate should be willing to teach and share knowledge with more junior colleagues • Suitable qualifications would be favorable but are not compulsory Should you wish to apply for the position, please apply directly via this job board, please ensure that you quote reference number 202636 subject heading or email body. Surgo (Pty) Ltd will consider all applications in terms of its Employment Equity (EE) and is committed in maintaining diversity in its appointments. Surgo (Pty) Ltd, therefore also encourages people with disabilities and from other diverse backgrounds to apply. Due to the high volume of applications, should you not receive feedback within three months upon submission, you can assume your applicati...Job Reference #: 202636

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Job descriptionRole DescriptionThis is a full-time Financial Advisor role at Sanlam located in Bellville as part of a Sanlam Bluestar Franchise. As a Financial Advisor, you will be responsible for providing financial planning, estate planning, retirement planning, and investment advice to clients. Your day-to-day tasks will include conducting financial assessments, providing recommendations, and guiding clients in making sound financial decisions.What will you doThe aim of this position is to offer both new and current clients tailored financial advice, planning, and product sales that align with their needs. It involves acquiring sustainable business of excellent quality, meeting set business targets. Additionally, the role entails nurturing long-term relationships with clients to foster brand loyalty, facilitate ongoing advice, and generate sales. All activities are to be conducted ethically and compliantly, contributing to the growth and maintenance of the Sanlam Group business and brandWhat we offerAssistance to help you grow your practice.Appointments can be setLeads can be providedBack-office supportTechnology support to assist with laptopAfter sales support to all clientsCommission-based structure with unlimited earning potentialPaid training allowanceLucrative vesting incentives/bonuses for 24 monthsExcellent support structureGreat continuous training and bursaries for studies in financial planningVarious rewards and recognition for outstanding performanceWe require you toEstablish and maintain a client baseAchieve sales targetsProvide professional advice to clientsHelp build a professional practiceTo excel in this position, success hinges on several key factors:Contributing to the expansion of the Sanlam Bluestar Business.Demonstrating dedication to the marketing plans and targets outlined in the distribution strategy for business growth and development.Utilizing knowledge of market segmentation and customer profiles to bolster sales and foster growth within the designated market.Must Have Matric certificate and previous industry experienceFinancial Planning and Financial Advisory skillsStrong analytical and problem-solving abilitiesExcellent communication and interpersonal skillsAbility to build and maintain client relationshipsCertifications or licenses in financial planning or related fields are a plusRE Certificate (depending on your DOFA)120 Credits on NQF Level 5 (depending on your DOFA)Clean criminal and credit scoresDrivers licence and own vehicleTurnaround timeThe shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.

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