Sanlam
Tax Practitioner
Umhlanga
Who are we?
Sanlam Private Wealth crafts customised investment portfolios for high-net-worth private clients, charitable institutions, trusts and corporate entities.
With assets under management and administration of more than R240 billion, we offer a comprehensive and integrated suite of wealth management solutions. These include equity, retirement and offshore investment portfolios, fiduciary and tax services, an equity-backed finance offering, a global stockbroking service and derivatives trading.
At Sanlam Private Wealth, our clients are at the core of everything we do. For this reason, we employ people with passion – individuals who thrive in an entrepreneurial, high-energy environment.
Sanlam Private Wealth is part of the Sanlam Investment Group – the largest, most diversified investment firm in South Africa, with a growing footprint on the African continent and in India.
Key Responsibilities
Responsible for providing a tax compliance service to individual, trust, estate and company portfolio clients of Sanlam Private Wealth. The role is key to securing and retaining the managed share portfolios of the Portfolio Management team.
What will you do?
- Accurately compute, complete and submit provisional tax returns
- Arrange provisional tax payments
- Accurately compute, complete and submit annual tax returns
- Accurately compute, complete and submit annual tax returns for deceased estates
- Arrange assessed tax payments
- Check income tax assessments
- Submit supporting documents
- Lodge objections
- Correspond with clients and SARS
- Resolve client and SARS queries within the legislated timeframes
- Obtain tax clearances
- Attend to cessation of tax residency matters
- Keep abreast of applicable legislation
- Accurately and timeously maintain records relating to tax clients, including filing
- Arrange for the recovery of fees relating to tax work undertaken
- Contribute to internal and client communications
- Consolidate and grow the tax book
What will make you successful in this role?
- Willingness to learn
- Client focus – building strong relationships with clients and colleagues
- Collaboration – working inclusively with others
- Resilience – working to deadlines and under pressure
- Fluency in English and Afrikaans
- Excellent written English
Qualifications and Experience
- Relevant post graduate qualification
- Registration as a tax practitioner in good standing
- Five or more years’ experience in a similar role where work was undertaken independently and without assistance
- A proven track-record
Knowledge and Skills
- Analytical and numerical skills
- Computer literacy: proficiency in Word, Excel and the SARS NITS system and income tax software
- Excellent knowledge of tax law principles
- Planning and alignment – planning and prioritizing work to meet commitments aligned to the goals of the business
- Accountability – holding self and others accountable to meet commitments
Personal Qualities
- Learning agility and curiosity
- Strong numerical orientation
- Accurate and detail orientated
- Ability to perform well under pressure and show maturity, confidence and resilience
- Excellent listening, communication and interpersonal skills
- Pro-active approach to work, clients and problem solving
Build a successful career with us
We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realize their worth.
Through its business clusters – Sanlam Personal Finance, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate Santam, Mi-way, as well as the Group Office – the group provides many opportunities for growth and development.
Turnaround time
The 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
- To be considered for the above opportunity please upload your detailed CV on or before 30 April 2026.
- Please note that if you are not contacted within 2 weeks after the closing date your application has been unsuccessful.
Our commitment to transformation
The Sanlam Group is committed to transformation and embracing diversity and our employment equity plan and targets will be considered as part of the recruitment process. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society as well as people with disabilities
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