Fiduciary and Tax Specialist

What will you do?

Provide tax and fiduciary services to clients, including advice with regards to Wills dealing with local and offshore assets, local and offshore trusts, company structures, philanthropy and consequences relating to all aspects of the services mentioned
Draft Wills, Deeds of Trust, resolutions and minutes
Wind up deceased estates
Promote the Fiduciary and Tax offering to all stakeholders within the Sanlam Private Wealth business

What will make you successful in this role?

Self-starter and proactive individual
Energetic and flexible
Professionalism
Ability to work with people at all levels
Marketing ability

Qualification and experience

Tertiary commercial or legal qualification
Post graduate qualification in estate planning or legally related field will be an advantage
8 -10 years’ substantive experience, at a high level, in the areas of trusts, wills and estates, related accounting, income tax for individuals, trusts and estates and investments

Experience with high net worth individuals

Knowledge and skills
Ability to deal effectively and credibly with stakeholders such as senior managers, high net worth clients and colleagues in both spoken and written format
Excellent organizational skills, a team-orientated attitude and the ability to meet deadlines and handle multiple priorities
Excellent interpersonal and networking skills within the tax and fiduciary industry
Ability to work quickly and independently while meeting the required quality levels
Demonstration of living the company’s values – being transparent, passionate and innovative
Strong analytical ability and attention to detail
Strong service orientation towards all stakeholders

Personal qualities

Strong numerical orientation
Highly organized with a high level of customer focus
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
Learning agility and curiosity
Assertive
Motivated and target-driven
Passionate about the ownership of results