clients to ensure that they send all relevant tax information. Prepare clients' tax computations. Create and supporting documents, requests for additional information). Prepare and submit IT14SD returns for companies disputes and respond to requests for additional information. Provisional Tax: Ensure that all clients are Liaise with clients to ensure that they send all information relevant to provisional tax calculations. Calculate
Your duties will include analyzing financial information and implement effective strategies to enhance management information systems, alongside establishing effective communication channels to inform management can enhance the clarity and accessibility of information Include comprehensive commentary to provide additional around the budgeted results. Provide contextual information about the business environment, market conditions can enhance the clarity and accessibility of information Include comprehensive commentary to provide additional
interpret and disseminate market and economic information. Initiate research on current investment-related divisions
Operations: Collation of all clients related information (data discovery and fact find) and preparation portfolio's using Astute and / or product provider information. Ensuring XPlan Policy Schedules are up to date (XPlan and Outlook integration). Address all technology issues experienced by the Financial Planning and KPIs: Full awareness and understanding of information available on NAV to support the Financial Planning
accounts, obtain investment statements and tax information as required. Validate all types of instructions submissions as well as sending these documents to and information to clients. Monitor business submissions for and quality responses. Support with providing information for annual client meetings, e.g. back testing
control and ERP systems to align management
information to world class standards
- Ensure business
department to identify major cost drivers and provide information to
ensure effective price negotiation with
Protects organization's value by keeping information confidential
- Maintain SARS tax compliance
discrepancies by collecting and analysing account information.
Financial Reporting:
monthly 14. Supporting the ER team with any information required for cases, Chairing and CCMA support monthly 14. Supporting the ER team with any information required for cases, Chairing and CCMA support
monthly 14. Supporting the ER team with any information required for cases, Chairing and CCMA support monthly 14. Supporting the ER team with any information required for cases, Chairing and CCMA support
any other suitable roles / positions. For more information contact: Izane Jooste Email: ijoostenetworkfinanace