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Results for offshore jobs in "offshore jobs" in South Africa in South Africa
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Accounting ManagerLead the offshore finance function for a fast-growing digital brand platformRemote (South Africa/Cape Town) | R420,000 R650,000 per annumAbout Our ClientOur client is a fast-paced digital and tech business operating globally in the creator economy. With a UK-based HQ and commercial finance functions across North America and EMEA, the company is expanding its offshore accounting function in South Africa. This is a unique opportunity to play a key role in a growing global finance team, working across multiple entities and supporting high-impact business operations.The Role: Accounting ManagerThis role leads the offshore accounting function in South Africa, overseeing the daily financial operations across multiple global entities. Reporting into the Group Financial Controller based in London, the role will be responsible for financial reporting, statutory compliance, month-end and year-end close, and internal controls. The successful candidate will manage a small team and work closely with commercial finance on revenue recognition and creator payments.Key Responsibilities5+ years accounting experience, ideally in multi-entity or global environmentsManage, coach, and develop a team of Junior Accountants / Finance AssistantsOversee AP, AR, bank reconciliations, expense processing, and core GL activityMaintain and review accurate General Ledgers for global entitiesPerform and review key balance sheet reconciliations and intercompany transactionsCollaborate with Commercial Finance on revenue recognition accuracyExecute timely and accurate month-end close, including journal preparation and reconciliationsSupport year-end close, statutory reporting, and preparation of financial statementsAssist with tax schedules and coordinate with advisors on VAT/GST, payroll, and corporate taxesAct as main accounting contact for external audits and support audit deliverablesEnhance internal controls and ensure adherence to group accounting policiesAbout YouAccounting qualification preferred (SAIPA, SAICA, CIMA, or equivalent)5+ years of hands-on accounting experience, including GL and reconciliationsExperience managing small finance or transactional teamsStrong technical knowledge of IFRS, UK GAAP, or US GAAPProficient in Excel and ERP systemsOrganised, detail-oriented, and proactive in driving process improvementExcellent communication skills across regions and time zonesExperience in digital, tech, agency, or high-growth businesses desirableWillingness to travel to London occasionally for meetings or trainingComfortable working 96 SA time with some flexibility across time zones
https://www.executiveplacements.com/Jobs/A/Accounting-Manager-1248470-Job-Search-1-6-2026-5-36-38-AM.asp?sid=gumtree
6d
Executive Placements
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As a Partnership Consultant, your key responsibilities will include:Client Acquisition & Business DevelopmentProactively identify, pursue, and close new business opportunities aligned with offshore staffing models.Generate leads through cold calls, LinkedIn, networking, and internal tools.Client Discovery & Solution SellingConduct virtual discovery calls to understand client challenges and staffing needs.Tailor and present PeoplePartners’ value proposition to drive solution-based sales.Manage objections, negotiate terms, and close deals effectively.Sales Pipeline ManagementMaintain accurate sales records in CRM (preferably Zoho CRM).Track leads, activities, proposals, and deals while providing weekly sales updates.Collaboration & Client HandoverCoordinate with Success Partners, Talent, Delivery, and Operations teams for seamless client onboarding.Document and communicate client expectations clearly during handovers.Market Awareness & Strategic InputStay informed on offshore staffing trends, BPO industry changes, and competitor activity.Provide insights to improve services and identify new market opportunities.Performance & Client Relationship ManagementConsistently achieve and exceed monthly and quarterly sales targets.Nurture leads with consistent follow-ups, insights, and updates.Collaborate with teams across Australia, the US, and the Philippines to support business growth.Professional DevelopmentEngage in ongoing training and contribute ideas for improving sales processes and team success.Technical Tools ProficiencyCRM Platforms: Zoho CRM (preferred), Salesforce, HubSpot, or equivalents.Communication Tools: Outlook (preferred) or Google Workspace.Dialer Systems: JustCall (preferred), Aircall, Dialpad, or equivalents.Office Productivity: Microsoft Office Suite or Google Workspace.Virtual Meetings: Zoom, Microsoft Teams, or Google Meet.Preferred QualificationsExperience selling staffing solutions, recruitment services, or BPO offerings (Preferred AU & US Client Base).Background in offshore staffing models or working with global service delivery teams.Familiarity with lead scraping tools, LinkedIn Sales Navigator, or outreach automation platforms.Company BenefitsOnsite setupCompany-provided equipment21 Leave CreditsBirthday GiftLoyalty GiftChristmas GiftWork-Life BalanceActive employee engagements physically such as Christmas Party & Team Building, and virtual events such as town-hall with prizes.Work Location: In person (Night Shift)Email Resume/CV to kay.i@peoplepartnersbpo.comwww.peoplepartnersbpo.com
1d
Umhlanga1
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What Youll Do:Design and implement tailored financial strategies to individuals, groups and businesses alike, by analysing financial portfolio and identifying strategic investment opportunities- local and offshore.Build trusted relationships with clients by understanding their financial goals, risk appetite, and future plans.Conduct regular portfolio reviews and make data-driven recommendations to optimize client outcomes.Stay up-to-date with market/economic trends, financial strategies, and regulatory developments.Collaborate with internal and external experts to deliver holistic wealth solutions.What Were Looking For:Strong analytical skills with a client-centric approach.Excellent communication and interpersonal skills.A high degree of integrity and professional ethics.Minimum requirements:Valid Matric.Own reliable vehicle.Bachelors degree (BCom, LLB, or related degree)Must be bilingual English and Afrikaans.Why This Opportunity?Be part of a forward-thinking and client-first environment.Access to a wide range of resources and tools to support your success.Competitive compensation package and performance-based incentives.Opportunities for professional growth and development.Please note only shortlisted candidates will be contacted. If you have not heard from us in 2 weeks, please consider your application unsuccessful.
https://www.executiveplacements.com/Jobs/W/Wealth-Management-Specialist-1240901-Job-Search-01-06-2026-00-00-00-AM.asp?sid=gumtree
6d
Executive Placements
1
Lets do this!
If youve got what it takes, then get your fingers ready!!
Note: Read thoroughly with understanding.
US-based client is looking for dynamic outbound agents to call trial and/or recently lapsed trial customers to get them to become paid subscribers to satellite and online entertainment services on the night shift.
This is a no cold calling center with more of a hot lead base of customers using the list of the 3-month free-trial subscribers.
Education and Experience:
MatricEnglish language proficiencyMinimum 1-year outbound sales experience within an international center is requiredTyping speed of minimum 35 wpm
Key Competencies and Skills:
Excellent communication skillsPersuasivenessNegotiation skillsSalary Per productive hour, shift and travel allowance provided and incentives.
Working Hours:
Monday to SaturdayRotational shifts from 15h00pm – 04h00am
Company Description:
CallForce is an award-winning BPO service provider delivering innovative and customized contact centre solutions from South Africa to the global market. Our vision is to bring significant contribution to the South African GBS industry objective of creating 500 000 new jobs servicing offshore markets by 2030 and give the talented youth of South Africa an opportunity to gain skills and experience to launch purposeful career opportunities.
Salary: R6,500 (basic plus commission) and incentives.
Attach those CVs and GOOD LUCK!!!
https://www.ditto.jobs/job/gumtree/582954849&source=gumtree
9mo
CallForce
1
The client liaison team is responsible for the servicing of the Financial Advisor Offices with any matter relating to our clients’ products, processes, transactions, web services as well as general queries regarding their client’s investments. Our client advocates excellent client service and strives to be the number one service provider in industry. They promote an innovative and entrepreneurial culture and appreciate the manifestation of these initiatives within their service offering.Responsibilities:Manage flow of work items (Instructions, queries, requests)Resolve rejections via email or telephonicManage exceptions of internal and external stakeholderLog and resolve queries. Be able to give feedback on relevant queries as and when neededManage all inbound calls from IFA’s, their assistants, and administration officeWork collaboratively with IFA’s and all relevant stakeholdersSubmit, track, and give feedback on any instructions to Advisors and Advisor AssistantsMaintain agreed upon turnaround times on all administrative tasksAttend regular team meetingsUnderstand the changing servicing needs of AdvisorsBe able to build strong relationships with internal and external stakeholdersAlways be supportive in offering assistance to the brokers/broker assistants and able to train their assistantsRequirements:Minimum 3 – 5 years relevant industry experienceA business focused degreeRPE/CFA/CFP will be advantageousMatric qualification having passed both core Mathematics and EnglishMinimum 18 months experience and strong technical knowledge of Linked Products, Local Unit Trusts and Offshore Funds is essentialExcellent understanding and navigation of our clients systemProficient in Microsoft Office PackageExcellent business writing skillsBusiness Afrikaans (reading, writing, and speaking) will be an advantage Competencies:The ability to build and maintain meaningful relationshipsDriven by resultsRecognise that the engine of career growth is driven by the individualAbility to analyse, interpret and assimilate information
https://www.jobplacements.com/Jobs/A/Advisor-Liaison-Consultant-Retail-Investments-1250181-Job-Search-01-12-2026-02-00-15-AM.asp?sid=gumtree
13h
Job Placements
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ob Ad — Remote Content & Social Ops Assistant(Offshore · Part-time · Execution-focused)About usWe run a UK-based healthcare consultancy and a digital product supporting NHS GP practices. This is a hands-on execution role — not a strategy or “marketing ideas” position.The roleYou will help turn rough ideas, voice notes, and bullet points into clean, professional content — mainly for LinkedIn and email.Key responsibilitiesDraft LinkedIn posts from short briefs or voice notesEdit and refine content to a professional, credible toneRepurpose content (post → comments → short email)Schedule posts once approvedCreated graphics to complement contentKeep a simple content tracker (Google Sheets / Notion)What this role is notNo strategy ownershipNo clinical or NHS decision-makingNo “creative director” responsibilitiesWhat we’re looking forExcellent written EnglishComfortable editing someone else’s voice (not adding fluff)Familiar with LinkedIn formatting and toneReliable, responsive, and detail-orientedHours & pay20–25 hours per week£800–£1,200 per month (depending on experience)How to apply Shortlisted applicants will complete a paid test task.Email CV info@pcmsolutions.co.uk Please send portfolio of design or previous email marketing
13d
Fourways1
The client liaison team is responsible for the servicing of the Financial Advisor Offices with any matter relating to our clients’ products, processes, transactions, web services as well as general queries regarding their client’s investments. Our client advocates excellent client service and strives to be the number one service provider in industry. They promote an innovative and entrepreneurial culture and appreciate the manifestation of these initiatives within their service offering. Responsibilities:Manage flow of work items (Instructions, queries, requests)Resolve rejections via email or telephonicManage exceptions of internal and external stakeholderLog and resolve queries. Be able to give feedback on relevant queries as and when neededManage all inbound calls from IFA’s, their assistants, and administration officeWork collaboratively with IFA’s and all relevant stakeholdersSubmit, track, and give feedback on any instructions to Advisors and Advisor AssistantsMaintain agreed upon turnaround times on all administrative tasksAttend regular team meetingsUnderstand the changing servicing needs of AdvisorsBe able to build strong relationships with internal and external stakeholdersAlways be supportive in offering assistance to the brokers/broker assistants and able to train their assistants Requirements:Minimum 3 – 5 years relevant industry experienceA business focused degreeRPE/CFA/CFP will be advantageousMatric qualification having passed both core Mathematics and EnglishMinimum 18 months experience and strong technical knowledge of Linked Products, Local Unit Trusts and Offshore Funds is essentialExcellent understanding and navigation of our clients systemProficient in Microsoft Office PackageExcellent business writing skillsBusiness Afrikaans (reading, writing, and speaking) will be an advantage Competencies:The ability to build and maintain meaningful relationshipsDriven by resultsRecognise that the engine of career growth is driven by the individualAbility to analyse, interpret and assimilate information
https://www.jobplacements.com/Jobs/A/Advisor-Liaison-Consultant-Retail-Investments-09-m-1250180-Job-Search-01-12-2026-02-00-15-AM.asp?sid=gumtree
13h
Job Placements
1
The client liaison team is responsible for the servicing of the Financial Advisor Offices with any matter relating to our clients’ products, processes, transactions, web services as well as general queries regarding their client’s investments. Our client advocates excellent client service and strives to be the number one service provider in industry. They promote an innovative and entrepreneurial culture and appreciate the manifestation of these initiatives within their service offering. Responsibilities:Manage flow of work items (Instructions, queries, requests)Resolve rejections via email or telephonicManage exceptions of internal and external stakeholderLog and resolve queries. Be able to give feedback on relevant queries as and when neededManage all inbound calls from IFA’s, their assistants, and administration officeWork collaboratively with IFA’s and all relevant stakeholdersSubmit, track, and give feedback on any instructions to Advisors and Advisor AssistantsMaintain agreed upon turnaround times on all administrative tasksAttend regular team meetingsUnderstand the changing servicing needs of AdvisorsBe able to build strong relationships with internal and external stakeholdersAlways be supportive in offering assistance to the brokers/broker assistants and able to train their assistants Requirements:Minimum 3 – 5 years relevant industry experienceA business focused degreeRPE/CFA/CFP will be advantageousMatric qualification having passed both core Mathematics and EnglishMinimum 18 months experience and strong technical knowledge of Linked Products, Local Unit Trusts and Offshore Funds is essentialProficient in Microsoft Office PackageExcellent business writing skillsBusiness Afrikaans (reading, writing, and speaking) will be an advantage Competencies:The ability to build and maintain meaningful relationshipsDriven by resultsRecognise that the engine of career growth is driven by the individualAbility to analyse, interpret and assimilate information
https://www.jobplacements.com/Jobs/N/National-Advisor-Support-Consultant--09-month-Fix-1250178-Job-Search-01-12-2026-02-00-15-AM.asp?sid=gumtree
13h
Job Placements
1
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A Corporate Financial Services Company is seeking to employ a Client Service Consultant to telephonically service internal/external clients/brokers with regard to new business, switches, redemptions, deceased estates, transfers and queries for all Domestic Unit Trusts, Offshore Mutual Funds, Individual Retirement Products & Endowment productsThe responsibilities will include, but not be limited in anyway to:- Ensuring an excellent quality of service is given to clients at all times Online accounts verification and activation Build and establish relationships at all levels with internal departments, so as to ensure that timeous resolutions are found to any problems that might arise To provide support to the correspondence and walk-in-centre teams as and when required Completing administrative and repetitive tasks in keeping accurate, detailed stats of all queries and correspondence Identifying and proposing solutions to process and service related failures To supply marketing material via various Media forms to all interested parties Database updates and information maintenanceQualifications and experience which are Non Neg. Relevant business degree or studying towards NOT NEG Matric/Grade 12 6 months contact centre experience/client services experience Excellent verbal and written communication skills (good voice and good diction) Be multilingual ITC/CRIM Clear Computer LiterateThe importance of this role is that the candidate should possess all of the following skills. Self Control, Initiative, Analytical Thinking, Professionalism, Administration Skills Friendly and diplomatic nature with a passion for people Maturity to speak confidently with intermediaries and clients Have an aptitude to learn different products Posses the highest standards of personal integrity and the ability to maintain confidentiality Cope with shifting priorities Ensure conformity with processes and rules Organised and self-disciplined Enjoys working in a team environment. Numeric and Verbal Ability Quality Focus (Attention to detail and Accuracy) Adaptability, Stress tolerance Ability to deal with complexity of different types of calls and clients Ability to prioritise and function positively under pressure Accept accountability and take responsibility for tasks done Ability to relate to others
https://www.jobplacements.com/Jobs/I/Investment-Service-Consultant-1249359-Job-Search-1-8-2026-6-25-46-AM.asp?sid=gumtree
4d
Job Placements
1
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We are seeking a highly experienced, discreet, and proactive Executive Personal Assistant to provide comprehensive support to the executive office overseeing a diverse portfolio of companies. These interests span the manufacturing, marketing, and distribution of hygiene products across retail and business-to-business channels, as well as local and international property investments.This role requires a trusted confidant who can manage complex administrative, financial, and personal responsibilities with absolute professionalism and confidentiality, enabling the executive to focus on strategic and growth initiatives. Key Responsibilities:Property Portfolio ManagementReview, proofread, and coordinate property-related contracts (local and international), identifying risks and preparing documentation for final execution.Maintain an accurate and up-to-date Property Register, including purchase prices, locations, acquisition dates, developers, legal representatives, and supporting documentation.Monitor progress payments and verify banking details prior to any transfers.Establish and maintain structured digital and physical filing systems for all property and investment records. Trust & Structure Administration (Advantageous)Assist with the administration of local and offshore trusts, including coordination of documentation, record-keeping, and correspondence.Liaise with professional advisors (trustees, attorneys, accountants, and fiduciary service providers) as required.Support the executive by tracking key trust-related documents, deadlines, and reporting requirements.Note: Deep technical trust expertise is not required; practical exposure and familiarity with trust structures will be advantageous. Personal & Family Income Tax SupportCollect, maintain, and organize all documentation required for personal income tax submissions.Prepare documentation packs for tax filings and reviews.Liaise with tax consultants to resolve queries, discrepancies, or follow-ups efficiently. Executive & Schedule ManagementManage the executive’s business and personal diary, travel schedules, and appointments.Anticipate scheduling conflicts and proactively implement solutions. Travel CoordinationArrange all domestic and international travel, including flights, accommodation, visas, and itineraries. Communication & Stakeholder LiaisonScreen and prioritize meeting requests and correspondence.Draft professional correspondence and prepare briefing materials.Coordinate with internal teams, external stakeholders, profes
https://www.jobplacements.com/Jobs/E/Executive-Personal-Assistant-1248127-Job-Search-01-05-2026-02-00-16-AM.asp?sid=gumtree
7d
Job Placements
1
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Client Advisory & Relationship ManagementLead client relationships across pension, insurance, and institutional mandatesDevelop and implement tailored investment strategies aligned with client objectivesPresent investment performance, market updates, and strategy recommendations at board and committee meetingsDraft and maintain Investment Policy Statements (IPS) and related governance documentationInvestment Strategy & ResearchConduct asset-liability modelling (ALM) and strategic asset allocation analysisPerform manager research and due diligence across multiple asset classes (equity, fixed income, alternatives, offshore)Evaluate portfolio performance using attribution, risk analysis, and peer benchmarkingContribute to macroeconomic outlooks and tactical asset allocation recommendationsImplementation & OversightCoordinate manager transitions, cash flows, and rebalancing strategiesMonitor mandate compliance, investment risk, and governance adherenceSupport the integration of NACs proprietary systems and automation tools into client consulting workflowsLiaise with reporting and operations teams to ensure timely and accurate delivery of client reportsLeadership & CollaborationMentor and review the work of junior consultants and analystsCollaborate with Manager Research, Systems Development, and Reporting teams to enhance client service deliveryContribute to new business development by preparing and reviewing RFPs, tenders, and proposalsParticipate in internal committees, including the Economic and Tactical Asset Allocation (TAA) Committee Skills & Experience:Excellent written and verbal communication, including presentation to boards and committeesStrong client management and interpersonal skillsAbility to work independently and collaboratively in a multi-disciplinary environmentProactive mindset, with strong problem-solving and leadership abilitiesProficiency in Excel and PowerPoint; working knowledge of R, Python, or Power BI advantageousStrong quantitative and analytical skills, with ability to interpret complex financial dataFamiliarity with Regulation 28, SAM, and other local investment regulatory frameworksExperience with performance attribution, ALM modelling, or ESG integration desirable Qualifications:Honours Degree in Actuarial Science, Investment Management, Finance, Economics, or related fieldCFA/CAIA/AMASSA/TASSA progress advantageousMinimum 510 years of experience in investment consulting or institutional asset managementProven experience in strategic asset allocation, manager selection, and client advisoryExposure to actuarial modelling, investment reporting systems, or LDI frameworks advantageous
https://www.executiveplacements.com/Jobs/S/Senior-Investment-Consultant-1249785-Job-Search-01-09-2026-04-13-26-AM.asp?sid=gumtree
3d
Executive Placements
1
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Job & Company DescriptionsA leading player in the travel and tourism retail sector, is on the lookout for a Financial Controller to oversee the full financial function of the offshore divisions. This exciting role also includes providing support to the South African operations and offers the opportunity to play a key role in a fast-paced, high-performance environment. As a Financial Controller you will responsible for the following:Delivering accurate and reliable financial reporting within strict deadlines.Driving month-end and year-end financial processes.Preparing daily sales reports, audit files, and recon reviews.Monitoring financial variances to minimize risk exposure.Tracking performance against budgets and forecasts.Creating insightful, user-specific financial reports.Managing foreign currency transactions and offshore finance operations.Ensuring accurate transfer pricing and inter-company transactions.Handling VAT and other tax submissions, reconciliations, and payments.Preparing financial packs, board packs, and all related documentation.Supporting budgeting, forecasting, and implementation of internal controls.Leading a finance team with a focus on staff development and training.Job Experience and Skills Required:Completed BCom Honours in AccountingMinimum 5 - 10 years experience post articleStrong working knowledge of IFRS, VAT legislation, and financial compliance.High proficiency in Sage and Advanced Excel.Prior retail industry experience is highly advantageous.Foreign currency and offshore division experience is essential.
https://www.executiveplacements.com/Jobs/F/Financial-Controller-1203342-Job-Search-07-15-2025-10-13-48-AM.asp?sid=gumtree
6mo
Executive Placements
1
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A leading financial services firm is seeking a highly analytical and detail-oriented Client Investment Tax Lead to drive data integrity, tax reporting accuracy, and compliance across multiple investment platforms. This role plays a key part in designing and executing data quality controls and ensuring timely and accurate tax submissions across both in-house and outsourced platforms.Key Responsibilities:Client and Product Tax Oversight:Support the Operations and Tax teams in ensuring accurate client tax reporting, including IT3 reporting, withholding tax, PAYE, and life company five-fund tax.Develop and execute comprehensive test plans for tax reports such as:IT3(b), IT3(c)IRP5 and IT3(a) (payroll-related)Conduct continuous monitoring of data for quality issues, escalating and driving remediation within operational teams.Review business rules, forms, and system inputs to ensure alignment with tax reporting requirements.Oversee and test PAYE calculations and payroll submissions for Living Annuity income.Validate SARS directive deductions and ensure proper payroll reporting.Review and test:Capital gains/losses calculationsComplex corporate actionsFalse disposal cases (e.g., fund class switches, transfers)Fund income distributions and dividendsEndowment and Sinking Fund Tax Reviews:Oversee tax deduction calculations for share portfolios (PSPs) in endowment structures.Review and test capital gains tax calculations and end-of-year adjustments.Assist in testing system changes impacting client and five-fund tax.Offshore Platform Tax Compliance (PWP):Manage IRS Qualified Intermediary (QI) compliance including:1042, 1042-S, and 1099 filingsWithholding tax testing and validationData collation and submissions (in collaboration with Guernsey)FATCA & CRS Compliance:Develop and implement a FATCA/CRS data testing programme.Identify and remediate data issues with operations teams.Submit accurate FATCA/CR
https://www.executiveplacements.com/Jobs/C/Client-Investment-Tax-Lead-1199644-Job-Search-7-2-2025-9-04-49-AM.asp?sid=gumtree
6mo
Executive Placements
1
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Our client is seeking a Financial Controller who thrives in a fast-paced, cross-border environment and is passionate about driving accuracy, control, and performance across international operations.This role is based in Bryanston, Johannesburg North.Key Responsibilities:Deliver accurate and complete financial information within strict reporting deadlinesOversee all offshore finance functions, ensuring correct treatment of foreign currency and inter-company transactionsEnsure proper transfer pricing and monitor below the line activities across jurisdictionsDrive adherence to month-end and year-end processes, including audit file preparation and recon reviewsCompile and analyse daily sales reports, budgets, and forecasts, tracking performance and financial deviationsPrepare flash and final reporting packs, including group consolidation and detailed board packsManage tax compliance including VAT submissions, reconciliations, and paymentsImplement robust internal controls and policies to mitigate riskProvide insightful, tailored financial reporting to stakeholdersLead and mentor a team, focusing on growth, development, and performanceRequirements:Minimum BCom Honours degree in Finance/AccountingProven experience managing offshore financial operationsStrong working knowledge of foreign currency transactions and transfer pricingAdvanced Excel and ERP proficiencyExperience preparing consolidated financial statements and board packsAbility to work under pressure and manage tight deadlinesStrong leadership and communication skills
https://www.executiveplacements.com/Jobs/F/Financial-Controller-1203345-Job-Search-07-15-2025-10-13-48-AM.asp?sid=gumtree
6mo
Executive Placements
1
Workplace modelOn-site, Claremont, Cape Town or Gauteng. Reporting toManaging Director PAS and Head PCSRole purposeWorks with the following operational areas to implement and drive continual data testing and cleaning initiatives and to drive data quality discipline in the organisationLISP platform (PAS)PWP offshore shares and funds platformPrivate client platforms (PCS)This role is accountable for the design and execution of data quality controls and tax reporting accuracy across in-house platforms (LISP and PWP) and outsourced platforms (e.g., Peresec). The primary objectives are to:Implement a data testing and monitoring programmeDetect, prevent, and remediate operational and reporting errors.Drive data clean-up and fixes.Recommend system and process changes to ensure data accuracy at source.Take ownership of accurate and timely tax-related filings across various regimes.About our ClientOur client is an integrated wealth and investment manager; offering advice, wealth management, asset management, investment platforms (LISP and private clients), fund management, fiduciary and global treasury capabilities.Key responsibilitiesProduct and client taxAssists the operation and tax specialist to ensure accurate client tax reporting (includes IT3 reporting, withholding taxes, PAYE ) and life company five funds tax.Drive the compilation and execution on the test plans to ensure accuracy of tax calculations and reports IT3(b), (c) and payroll IRP5, IT3(a)Ongoing monitoring of data for data quality issues and push-back to the operation for remediationReview of the business rules, forms, processes and systems to ensure client tax administration and reporting objectives are met. (input data)Ongoing review and monitoring of PAYE calculations and payroll submissions for Living Annuity incomes.Review of the directives deductions and reporting of this via the payroll submissions.IT3(c) testingReview calculations of capital gains and lossesReview and testing of complex corporate action processing.Review for false disposals i.e. transfers handling, fund class switchesIT3(b) testing review processing of fund income distributions, dividends, corporate actions. Test reporting.Endowment/Sinking Fund policieshandling of the tax deducts (income, capital gains taxes) for share portfolios (PSPs) within endowment policiesReview and testing of capital gains tax deductions and end of year true-upAssist in the testing of any system changes that impact client and five funds tax.PWP Qualified Intermediary IRS filings.Manage compliance with IRS QI obligations, including:1042, 1042-S, and 1099 filingsWithholding
https://www.executiveplacements.com/Jobs/C/Client-Investment-Tax-Lead-Investment-Platforms-1198708-Job-Search-6-30-2025-6-00-23-AM.asp?sid=gumtree
6mo
Executive Placements
1
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Duties & ResponsibilitiesThe successful candidate will need to:Work as part of a professional team in our office in NewlandsMeet with prospective clients (virtually via Zoom/Teams or in person at our offices)Follow an established onboarding process to bring on new clientsAdvise existing and prospective clients on their investment portfoliosAdvise clients on offshore investingAssist clients with tax planning, estate planning and willsPrepare and conduct investment reviews for clientsContinuously learn about markets, tax regulations and different investment vehiclesHandle client queriesKeep records of new and existing clientsMonitor FICA complianceCompetencies RequiredMinimum 3 years working experience as a financial plannerBe fluent (speech and writing) in English and AfrikaansRelevant degree (Bcom/BusSci/Hons preferable)Must have passed the RE5 regulatory examApplicants with the Certified Financial Planner CFP® qualification (or studying towards the qualification) will be preferredProficiency in MS Office including Word, Excel and PowerpointExcellent written and verbal communication skillsHave the ability to manage time effectivelyHave an aptitude for continued learningPackage & RemunerationBasic salary per month depending on experience, plus commission and bonus incentives. The successful applicant will have the opportunity of a clear career path with significant remuneration growth prospects.
https://www.jobplacements.com/Jobs/F/Financial-Planner--Cape-Town-1196027-Job-Search-6-20-2025-4-37-43-AM.asp?sid=gumtree
7mo
Job Placements
1
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Position OverviewWe are seeking a Chartered Accountant (SA) with solid tax expertise and a proactive, detail-oriented approach to provide comprehensive accounting, tax, and administrative support across a diverse portfolio—spanning shareholder trusts, international entities, and commercial property assets. In this multifaceted role, you will ensure best-in-class regulatory compliance, effective stakeholder communication, and efficient management of multi-entity financial processes.Key Responsibilities: Shareholder Trust AdministrationCollect and organize monthly records, bank statements, and supporting information for Annual Financial Statements (AFS).Prepare accurate, timely quarterly trust management accounts.Assess tax implications and develop strategies to optimize trust tax positions; advise trustees accordingly.Liaise with AFS compilers, supply required documents, review drafts, and co-present to trustees.Oversee tax return submissions, beneficial ownership disclosures, CIPC returns, and other regulatory filings.Provide trust and trustee information for UBO compliance across the group.Oversight of Overseas EntitiesCollate monthly financial data and compile clear management accounts, flagging anomalies.Act as the main liaison between local stakeholders and offshore Corporate & Trust service providers.Monitor and approve daily fund flows and oversee execution of transactions.Ensure on-time regulatory documentation and returns.Stay abreast of foreign regulatory changes and communicate their impact internally.Engage with tax advisors to align policies, processes, and internal communication.Maintain tax compliance across local and foreign jurisdictions.Property Portfolio ManagementManage leasing of commercial office spaces: source tenants, draft lease agreements, and oversee day-to-day lease accounting and maintenance.Handle deposit receipts, disbursements, and financing arrangements, ensuring thorough reporting and compliance.RequirementsChartered Accountant (SA) designation.Minimum 2 years’ experience in tax-related functions or training.Working knowledge of South African and international tax regulations.Proficiency with financial reporting and modern accounting systems.Preferred CompetenciesStrong organizational skills with the capability to manage multiple entities and complex structures.Analytical thinker with meticulous attention to detail.Skilled communicator, comfortable engaging with diverse internal and external stakeholders.Proactive, solutions-driven approach to problem-solving and regulatory compliance.Exceptional time management; adept at meeting deadlines across multiple jurisdictions.Enthusiasm for expanding
https://www.executiveplacements.com/Jobs/G/Group-Structure--Tax-Support-1246925-Job-Search-12-15-2025-02-00-15-AM.asp?sid=gumtree
1mo
Executive Placements
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