Senior Tax Advisor
Listed on 2026-01-21
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Finance & Banking
Financial Compliance, Tax Accountant, Tax Manager
Description
The role has direct responsibility for the taxation of investment transactions, while also supporting the asset management (including property portfolio) businesses. This role will also allow the individual to work across the wider Group Tax team and engage on tax matters for the broader Old Mutual Group (including Banking and Insurance Tax) to ensure that tax risks are identified, well understood and managed pro-actively.
The purpose of the Old Mutual Limited Group Tax team, in addition to managing tax risk inherent in the business, is to provide expert knowledge to support decision-making and to ensure that the Group effectively and efficiently integrates tax into business processes and reporting. The team is proud to lead the Group to communicate its tax contribution in a transparent manner.
The role offers a challenging blend of strategic input and governance, technical comprehension, business knowledge and relationship building (within Old Mutual Group and external stakeholders), while leading with influence and executing conscientiously.
Effective and accountable leadership is essential, by living Old Mutual’s values:
A strong work ethic and irreproachable integrity.
Proven ability to engage, collaborate and partner with different stakeholders in order to successfully derive adequate commercial solutions for complex business challenges/transactions.
Resilience essential in a dynamic and demanding environment.
Leading by example to cultivate a culture of output-driven, solution-orientated, high-performance, teamwork.
Lateral-thinking, innovative mindset and strong drive to persevere to deliver results and continuously improve towards a benchmark of excellence.
Building and maintaining strong relationships with internal stakeholders (for example, internal Legal, Risk and Governance teams as well as financial managers).
Assist in implementing necessary protocols, procedures and agreements to integrate and align tax sign-off processes within parameters set to manage risk.
Assist in identifying opportunities for improvement, standardization and automation of tax processes and systems.
TAX TECHNICAL EXPERIENCE
Display good working knowledge of tax legislation (tax statutory, regulatory and common-law rules), changes to tax legislation and interpretations or practices.
Understanding of tax compliance updates and assists in providing fit-for-purpose training and support to stakeholders/business to conduct impact assessments and implement changes to tax legislation.
Assist the Head:
Investments Tax team to simplify complexity and effectively explain in simple language, the application of tax legislation to unusual and complex business transactions so that strategic decision-making is supported.
TAXATION STATUTORY RETURNS & DISPUTE RESOLUTION
A pragmatic approach to the application of tax technical knowledge in the preparation and review of statutory returns across tax types to ensure accuracy, completeness and compliance with statutory obligations.
Assists in the monitoring of the levels of compliance across the business and also drives compliance to due dates.
Instinctively drives the review of assessments to validate differences between tax returns submitted and assessments and with the assistance of the Head:
Investments Tax Team takes the appropriate action to resolve disputes successfully.
TAX MANAGEMENT AND REPORTING
Assess tax process and financial impacts as a result of changes to Tax Legislative Changes or SARS Practice Changes or Business Structural Changes;
Establish best practice processes for interim and year end reporting, forecasting and business planning processes for tax reporting in line with Old Mutual Limited Group requirements;
Effective Tax Rate Analysis;
Review and/or preparation of tax disclosure in Annual Financial Statements;
Strong numeracy and literacy skills and the ability to apply tax technical knowledge to ensure complete and accurate accounting and reporting of the tax consequences of transactions concluded during the year in the annual financial statements of affected entities, including deferred tax, effective tax rate reconciliations, provisions for uncertain tax…
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