Purpose of the role
Join a team that values collaboration, connection, and problem-solving while driving transformation within the company and beyond.
Our investment client based in the Southern Suburbs of Cape Town has a vacancy for a person who can accurately calculate the cost of errors and issue correct tax reporting to clients timeously.
Minimum skills and knowledge required
- 3 years in investment and planning environment
- LISP experience essential
- Knowledge of financial services industry and products
Responsibilities | Skills
- Cost Calculation
- Accurate calculations of error correction
- Implementation of error correction where required
- Adhoc requests for cost calculation
- Feedback and communication on issues and status
- Testing
- Participate in testing exercises to ensure that all components function as expected.
- Logging of errors and bugs on TFS.
- Ensuring prompt and accurate feedback on test results against logs on TFS and project meetings.
- Ensuring the business needs/objectives are met.
- Data Integrity
- Assist with identifying potential errors proactively i.e. before they occur, assist with certain key data integrity checks.
- PAYE variance checks.
- Base costs checks for transfers.
- Outsize gains or losses on capital gains tax.
- Tax Directive reconciliations between Itax and in-house system.
- Any data checks for successful submission of SARS returns.
- Daily data integrity checks on transactions processed.
- Investigate and correct integration issues relating to data recons and data reconciliations.
- Assist with tax data testing for annual and provisional submissions.
- Assist with bulk data updates to Maxim.
- Analytical and logical thinking.
- Ability to work with and understand data.
- Understanding of the testing process i.e. how to devise expected results and test for and problem-solve the anomalies.
- Highly numerate.
Technology exposure
- LISP software
- MS Office
- SQL
- Excel
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