Key Requirements:It is recommended that the candidate possess any combination of the following: • Tertiary qualification in Tax, i.e., Certificate/ Diploma or Degree. • Tax/ Financial Services/ Banking/ Customer Service or Call Centre experience. • Exposure to and/or theoretical knowledge of FICA legislation. • Minimum approximately two years’ experience in a reasonably complex process orientated environment, preferably within the Financial Services industry. • Salesforce CRM knowledge and/or experience. • Knowledge of Tax and associated services. • Excellent communications skills, verbal & written (Afrikaans & English). o Ability to write clearly, courteously, and professionally with excellent e-mail etiquette. o Confident communication with clients. o Ability to distil complex issues into succinct and easily understood language to convey key messages. • Relationship management with various stakeholders (establish, develop, and maintain relationships). • Strong interpersonal skills coupled within a resilient yet enthusiastic life disposition, including the ability to remain calm in dynamic situations and project with sunny poise and aura. • Excellent collaboration skills to deliver cohesive outcomes. • Excellent networking skills and the ability to interact confidently with stakeholders at different levels. • Proven ability to be self-motivated and work autonomously, while also working successfully within a team. • Proven organisational skills including the ability to prioritise work to ensure deadlines are consistently achieved. • Strong attention to detail and follow-through. • High degree of initiative and motivation. • Demonstrated inclusive, collaborative, and engaging approach; including the ability to consult, facilitate, negotiate, and influence a broad range of people at all levels in a medium sized corporate environment. • An ability to work under pressure in a rapidly changing environment.The Role:The Tax Consultant plays a critical role within the Tax team, ensuring strict adherence to tax laws and regulations to facilitate favourable customer outcomes regarding tax compliance. Responsibilities include acting as a liaison between the company, its clients, and external service providers, ensuring timely communication and progress updates. Collaboration with the Customer Services team is essential to meet both customer expectations and revenue targetsKey Responsibilities:Primarily • Engage with customers. • Request SARS E-filing profile and update customer details as required. • Complete SARS registrations and reactivations for customers. • Complete tax status checks on e-Filing to evaluate if a taxpayer is tax compliant or non-compliant. • Checking on e-Filing to determine if a taxpayer has ceased their tax residency.• Preparing and submitting income tax returns. • Preparing tax calculations. • Escalating outstanding matters with SARS. • Disputing and objecting to administrative penalties raised by SARS.Secondarily• Handling ad-hoc requests as per instruction from the Team Leader. • Assisting fellow team members where needed. • Ensure compliance with all related legislation, e.g., FSCA, FAIS, FICA etc. • Keeping up to date with legislative changes and communicating these to business. • Develop and maintain any calculators and/or tax aids. • Participating in projects (for example. final tax returns, admin penalties etc.) • Assisting other business units with inquiries. • Continuously seeking better ways to conduct business and improve processesLearning and development: • Being available and willing to learn existing and new processes that may be added to the company’s suite of products/services from time to time.Compliance:• Comply with all company standard operating procedures (SOPs), policies, guidelines, and procedures.Key Performance Indicator’s (KPI’S): Proficiency in this role may be measured using some or all the stated KPI’s; but, also not limited or restricted to those indicated in below table.• Contact all allocated customers within set time frames - Measured through various tools relating to productivity, turn-around times, and quality conversion rates.• Revenue contribution & TAT - Number of completed cases and compliant clients within turnaround times.• Customer service feedback - Number of complaints, compliments, and cancelled services.• Quality of communication and interaction with ‘Advisory & Customer Services’ staff - Qualitative measuring.• Quality of client interaction and communication - Peer and management review to determine the quality of customer communication and interaction.Key Relationships:Internal and external relationships; level of interaction and purpose.Internal (Primary)• Team Leader, Tax Compliance – to seek advice, direction, and guidance on delivery of successful customer outcomes. • Advisory & Customer Services’ team members – to ensure customer requirements are met within the expected timeframe and quality standards. • Marketing Team members to liaise and ensure alignment between Advisory and Marketing strategies to ensure the best outcomes for customers.Internal (Secondary)• SARS Call Centre Agents. • Salesforce support – liaise with subject matter experts to guide continuous improvement to ensure more effective processes and data integrity (where relevant). • Business Intelligence & Reporting – cooperating with subject matter experts to enhance customer insights. • Risk and Compliance – to consult and seek advice on financial / business risks, controls, mitigating actions and response.External• Customers. • Brokers and Broker Agencies. • Advocates and potential advocates. • Service providers and partners. • SARS. • Insurers.Core Competencies:We have identified the competencies that are required to be successful. These competencies help define how we do our role and recognise the behaviours that we need to display daily. The required competencies for this role are:• Managing relationships - Works to build and maintain warm, friendly and constructive relationships with colleagues and business partners; is responsive to the needs, feelings and opinions of others.• Ability to plan and organize - Able to prioritize and plan multiple tasks and yet be flexible and adaptable in revising plans and priorities on short notice to achieve objectives.• Sense of urgency - Able to cope with pressure and show ability to deal with urgent matters.• Action orientation - Initiates action to achieve objectives within set deadlines and pro-actively takes responsibility for achieving work objectives and shows willingness to go the extra mile.• Decision-making - Able to reach a conclusion or decision, whether it be to further an investigation or for purposes of recommendation / escalation to management.• Resilience - Able to tolerate and persevere in a reactive environment. The tolerance to deal with conflicting information. Displaying the perseverance, energy and drive to persist, despite interruptions and unforeseen / unexpected changes until tasks have been successfully completed. Able to deal with ambiguity.• Systems knowledge - Familiar and proficient with MS Office (Outlook, Word and Excel). Sound understanding and proficiency with the employer’s CRM system (Salesforce).• Product knowledge - Advanced knowledge of the products and/or services the employer offers to their customers locally and internationally.• Adaptability - Willingness to learn and adjust to a changing work environment.• Co-operation & teamwork - Co-operative in planning and striving to see that the goals and objectives of the company are being realized.Additional Information: • Employment Engagement - This is a one-year fixed term contract position with a three-month probation period. The incumbent will be employed under an employment contract with specific employment terms and conditions including salary. • Workplace Health and Safety - The incumbent must comply with workplace health and safety requirements. • Risk and Compliance - The incumbent will be responsible for the risks undertaken in the department within the confines of the overall risk control framework of the company. This will include the identification, analysis, escalation of risks and facilitate an understanding of risk management processes within your department. Implement approved risk treatment procedures to ensure adherence to relevant regulatory requirements within your division. As part of the normal performance review cycle, you will also encourage and reward open and transparent reporting of errors and behaviours which contribute positively to the desired risk and compliance culture.This description is a general statement of required major duties and responsibilities performed on a regular and continuous basis. It does not exclude other duties as assigned.