Tax and Compliance Officer

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. What will you do?

Administrative activities

• Monitoring and loading corporate action events in tax reporting systems based on announcement date and other event details
• Apply South African tax principles in costing (proceeds / base cost) corporate action events for purposes of client tax reporting
• Capture treatment of corporate and other events in the client CGT reporting system
• Monitoring and clearing exceptions in the various tax reporting systems (primarily CGT)
• Liaise with business on treatment of corporate action events in the client tax reports
• Assist in preparation and review of client tax reports (income and CGT)
• Address client queries on any matters pertaining to tax reporting
• Detail review of the effect on the client’s portfolio of corporate events and ensuring that the corporate event reflects accurately on tax and other sub-systems
• Reviewing journal entries passed in various tax reporting systems for accuracy and completeness
• Review of scrip movement prices
• Investigate dividend & corporate action discrepancies and resolve accordingly
• Research corporate events to form an understanding, interpret accurately & make decisions accordingly

Compliance activities

• Assist with Third-Party data submissions to SARS
• Assist with the FATCA and CRS reporting obligations to SARS
• Staying abreast of changes with respect to FATCA and CRS regulations
• Assist with all Qualified Intermediary reporting to the IRS as well as relevant client reporting
• Staying abreast of changes in respect of Qualified Intermediary status
• Take ownership of the requirements related to W8/W9 forms completed by clients as follows:

• Review and provide feedback regarding the completeness and accuracy thereof
• Staying abreast of changes with respect to these forms, and communicating those changes to business in a timely manner
• Assist with on-going training regarding the accuracy and completeness of the forms
• Responding to queries raised by the wider business / clients
• Ensure that the W8/W9 withholding tax status is updated for each client across systems
• Assist with policy and operational process development and enhancement to ensure compliance management of reporting requirements.

• Assist with any IRS and SARS audits
• Assist as needed on tax jurisdiction research to ensure compliance with regulatory guidelines What will make you successful in this role?
• Experience within financial services, with a strong understanding of financial markets
• Strong working knowledge of key legislation, particularly FAIS and JSE requirements

Qualification and experience

• Tertiary qualification in Finance / Accounting / Compliance / Tax

• Experience attending to Qualified Intermediary reporting to the IRS

• Experience attending to FATCA / CRS reporting to SARS

• Basic understanding of the private client business and the stock-broking environment advantageous

• Experience within the finance / tax consulting industry advantageous

• Corporate Actions knowledge and experience will be advantageous Knowledge and skills

• Previous experience within Private Wealth industry will be advantageous

• Fully bilingual (English and Afrikaans)

• Candidate must be highly computer literate and highly proficient in Microsoft Excel

• Thorough understanding of internal control and operational processes

• Knowledge on the current FATCA & CRS reporting requirements in South Africa Personal attributes

• Strong numerical orientation

• Highly organized with a high level of customer focus

• Accurate and detail orientated

• Critical and analytical capability

• Ability to perform well under pressure and show maturity, confidence and resilience

• Excellent listening, communication and interpersonal skills

• Pro-active approach to work, clients, problem solving

• Learning agility and curiosity

• Assertive

• Passionate ownership for results 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 24 July 2026.
• Please note that if you are not contacted within two weeks after the closing date your application has been unsuccessful. 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 realise their worth. Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.Core Competencies Being resilient - Contributing independently Collaborates - Contributing independently Cultivates innovation - Contributing independently Customer focus - Contributing independently Drives results - Contributing independentlyOur 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.