Senior Tax Advisor

Cape Town - South Africa

Monthly Salary: Not Disclosed

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

Lets Write Africas Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Job Description

AIIM is seeking a Senior Tax Advisor to work within African Infrastructure Investment Managers (AIIM) a member of Old Mutual Alternative Investments (OMAI) with a reporting line to the AIIM COO and dotted reporting lines into OMAI CFO and Fund Investment Directors.

The resource will be dedicated to AIIM providing tax input into various parts of the AIIM business namely the Pan Africa SADC and ATAF Investment teams and assisting with other corporate tax matters pertaining to the AIIM business and its various funds under management.

AIIM has 5 offices South Africa (Cape Town & Johannesburg) Nigeria (Lagos) Cote dIvoire (Abidjan) and Kenya (Nairobi) and several affiliate entities are domiciled in Mauritius. The candidate will be required to travel occasionally to the AIIM regional offices and investee company jurisdictions to build relationships with various stakeholders including the regional AIIM team members management teams external local tax advisors/ firms and tax authorities.

The role will include the following:

management of tax risk from both a fund and fund managers perspective;
oversight and input into tax risks for investment and divestment transactions;
providing strategic input to transactions asset management and strategic initiative teams and well as investee company management teams;
scoping procurement and management of external tax advice;
tax sign off and advice on legal documentation in respect of equity transactions and the transaction compliance certificate;
advising on staff carried interest and co-investment schemes and management incentive plans for investee companies;
advising on location of domicile for new funds and manager entities;
interaction with Old Mutual Group Tax team and advisors in respect of transfer pricing monitoring reporting and adhoc queries;
responsible for tax compliance including FATCA/CRS compliance across the various taxpaying legal entities;
Providing Ad hoc tax advice to portfolio companies;
general corporate/ commercial advice.

The role also requires the candidate to appreciate the tax opportunities and challenges that exist across the various assets under management including the context of the wider international tax framework and BEPS.

Candidates with a strong history of not just providing or procuring tax advice but rather assisting with the commercial impacts of such advice into a Sale and Purchase Agreement or Transaction documentation will have an advantage.

The job function requires a strong skill set in SA domestic tax and international tax.

Key Result Areas:

ransactions

Provides guidance and input to investment professionals on optimal deal structures
Manages the tax risks and points of tax friction over each assets holding period incorporating both the domestic law in which that asset is situated and within the wider international tax framework.
Responsible for selection and appointment of tax advisors for tax due diligence workstream for investment and exit opportunities
Manages tax due diligence and tax advisory work streams including external advisors and investment team
Responsible for sign off of tax section within the Transaction Compliance Certificate
Manages tax risk and compliance within jurisdictions both on incorporation and ongoing management

Fund Structures

Review and sign off on tax matters relating to the establishment and structuring of new fund structures and on winding up fund structures
Co-ordinate with external legal counsel on fund structuring tax matters
Liaise with fund investors regarding tax status withholding tax and investor tax reports and adhoc reporting matters

Old Mutual Group Tax

Regular meetings with Old Mutual Group Tax team regarding transaction deal pipeline
Update on due diligence work streams
Operate in accordance with the agreed AIIM/Old Mutual Group tax framework document

Corporate Tax

Oversight of annual corporate tax returns for all AIIM entities
Oversight of VAT return process
Public Officer for AIIM and AIIM managed fund entities
Review and sign-off on transfer pricing documents for AIIM entities

Qualifications and Experience required:

CA / LLB / equivalent with postgrad qualification (i.e. HDip honours / Masters).
At least 10 years experience including Africa and international tax experience.
Transaction experience (M&A project finance)
Private equity experience

Competemcies:

Strong technical skills
Professionalism
Team player
Good relationship management skills
Pays attention to detail and produces accurate analysis
Proven ability to develop partnerships with a range of internal and external stakeholders
Strong professional communication skills
Ability to perform well under pressure
Ability to prioritise key risk issues
A genuine professional enjoyment of cross border tax within a transactional setting.

Skills

Accounting Action Planning Budget Management Computer Literacy Database Reporting Data Classification Data Compilation Data Controls Data Modeling Evaluating Information Financial Acumen International Taxes Investments Management Reporting Numerical Aptitude Oral Communications Private Equity Report Review Tax Advising Taxes

Competencies

Business Insight

Communicates Effectively

Ensures Accountability

Financial Acumen

Manages Complexity

Optimizes Work Processes

Organizational Savvy

Plans and Aligns

Education

Bachelor Of Laws (LLB) Chartered Accountant

Closing Date

25 September 2025 23:59

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

The Old Mutual Story!

Required Experience:

Senior IC

Lets Write Africas Story Together!Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Job DescriptionAIIM is seeking a Senior Tax Advisor to work within African Infrastructure Investment Managers (AIIM) a member of Old Mutual Alternative Investments (OMAI) ...