Treasury and Tax Assistant

SUMMARY:
If you enjoy working where finance, tax and details meet, this opportunity could be a strong next step in your career. Our well-established client is looking for a Treasury and Tax Assistant who thrives on accuracy, structure and delivering a high standard of work. This role suits someone who enjoys administration within finance, understands tax processes, and is confident engaging with SARS and investment institutions.

POSITION INFO:
You will join a professional finance team within a respected private wealth environment where attention to detail and strong processes are valued. This is a stable, office-based role where you will play a key part in supporting treasury operations and tax compliance while gaining exposure to investment-related processes. The environment offers the chance to work closely with experienced finance professionals while developing your practical experience in treasury administration, tax submissions and financial data management.

If you enjoy working in a structured environment where accuracy matters and your work directly supports client financial processes, this role will offer strong long-term value.

Key Responsibilities:

• Support the administration of the treasury function, including onboarding and maintaining client static data in line with FICA requirements
• Prepare daily treasury payment instructions for approval by senior finance leadership
• Collect and manage client tax certificates from various investment institutions
• Prepare Forex balance of payment (BOP) forms for international payment processes
• Prepare and submit personal and company tax returns while ensuring compliance with relevant tax regulations
• Provide support to the finance team through ad hoc cashbook postings and financial data capturing within accounting systems

• Relevant qualification in Finance, Accounting, Tax or Administration would be advantageous
• Minimum of 5 years’ experience within an administration role
• At least 3 years’ experience engaging with SARS and/or assisting with the preparation of personal and company tax returns under a registered tax practitioner
• Previous exposure to treasury administration or creditor payment processes
• Experience working in a finance, accounting, wealth management or professional services environment will be beneficial
• Experience working with accounting software (Xero exposure advantageous)
• Strong data capturing and reconciliation capability