Transfer Agency Tax Specialist
Transfer Agency Tax Specialist
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Salary Not Disclosed
1 Vacancy
Job Description
The Apex Group was established in Bermuda in 2003 and is now one of the worlds largest fund administration and middle office solutions providers.
Our business is unique in its ability to reach globally service locally and provide crossjurisdictional services. With our clients at the heart of everything we do our hardworking team has successfully delivered on an unprecedented growth and transformation journey and we are now represented by over circa 13000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion.
Thats why at Apex Group we will do more than simply empower you. We will work to supercharge your unique skills and experience.
Take the lead and well give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold industrychanging realities.
For our business for clients and for you
Description
This role is within the Client Solutions Team who are responsible for the financial processes of the Transfer Agency business. This role will manage the regulatory tax reporting requirements to SARS and various Stakeholders within the Transfer Agency business.
Job specification
- Identify analyse and document changes required to existing legislative requirements across the various systems system interfaces SARS submission files tax certificates and other regulatory reports based on changes industry and legilatie changes;
- Test changes implemented across the various systems system interfaces SARS submission files and other regulatory report outputs to ensure that they conform to requirements and standards
- Compile reconciliation and submit DWT/IWT monthly biannual and annual reconciliation payment and submission to SARS;
- Compile reconciliation and submit SARS submission files on a biannual and annual basis for IT3 related reporting;
- Provide support to internal and external clients on tax related queries such as CGT DWT refunds and related calculations.
- Review and provide guidence on the annual FATCA and CRS reporting requirements
- Liaise with SARS Clients and Operations teams regarding reporting queries and issues;
- Client corrections/queries performed on the Core Administration system (Flexcube and Silica);
- Involvement in annual audits;
Skills Required:
- 5 years working expereince within a transfer agency team within an analyst or operational team;
- Strong analyitcal skills;
- Knowledge of legislative requirements specific to Unit Trust administration;
- Knowledge of tax laws in general for investment in particular CGT FFT DWT and IWT;
- Knowledge of the SARS reporting requirements for FATCA DWT IWT and IT3;
- Preference will be given to candidates who have completed a relevant tertiary qualification;
- Excellent communication skills;
- Good knowledge of the Microsoft Office Suite of products;
- Ability to work under pressure meet deadlines and manage own deliveries;
- Strong attention to detail;
- Flexibility with regard to working hours
Disclaimer: Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct souring model and where agency assistance is required the Talent Acquisition team will engage directly with our exclusive recruitment partners.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
