Introduction
Join Chartered Wealth Solutions and become an integral part of Chartered Tax, our distinguished in-house team of tax experts and accountants. Chartered Tax is essential to supporting Chartered Wealth Solutions, a leading independent financial planning practice. As a member of the Chartered Tax team, you will offer comprehensive accounting and tax services. In this client-facing role, you will maintain and nurture ongoing relationships with our clients, engaging with them multiple times throughout the year.
Duties & Responsibilities
As a Tax Consultant, you will work alongside our Director of Chartered Tax, gaining invaluable experience and insight in the following areas:

• Client Tax Management: Advising clients on individual tax matters, and SARS submissions
• Tax Preparation and Submission: Preparing and submitting tax returns for individuals ensuring compliance and addressing any issues with tax authorities.
• Tax Planning: Analysing clients' tax situations and providing strategic advice on optimising their financial outcomes through effective tax planning.
• Client Consultation: Advising clients on changes in tax laws and their potential impact, ensuring they remain informed and compliant.
• Client Communication: Maintaining clear and effective communication with clients, providing updates on their tax obligations, account balances, and other relevant information.
• Tax Advice: Offering personalised tax advice to clients, ensuring they understand and adhere to tax regulations.
• Research: Conducting thorough research on tax code provisions and court rulings to provide expert advice on complex tax issues.

Desired Experience & Qualification

• Matric
• ICB National Diploma: Financial Accounting (NQF 6) or similar qualification (non-negotiable)
• Post Graduate Diploma in taxation or equivalent qualification is preferable
• 3 years' tax consulting for individual, corporate, trust and estate clients
• Experience with SARS e-filing
• Computer literacy: Outlook, Excel (at least intermediate level) ​​​​​​​

Package & Remuneration
This is a salaried position, ensuring financial stability and job satisfaction.