Chartered Accountant | Durban North
Our client is a premier multi-disciplinary advisory firm with a global footprint, specializing in Accounting, Tax, Wealth Management, and Fiduciary services. With over 20 years of expertise, they pride themselves on dismantling financial complexity for their clients. They are currently seeking a high-caliber, mature professional to join their Durban North team to lead and oversee their specialist tax and wealth structuring division.
Key Responsibilites:
- Strategic Oversight: Provide expert guidance and oversight within the CA(SA) and accounting framework.
- Complex Tax Structuring: Design and implement sophisticated tax structures for both personal and business entities (this is a critical component of the role).
- Fiduciary & Trust Advisory: Manage and advise on complex trust structures and wealth preservation strategies.
- Wealth Health Management: Integrate investments, insurance, and estate planning into personalized, tax-efficient roadmaps.
- SARS Liaison: Navigate and manage complex interactions and compliance requirements with SARS.
- Client Relationship Management: Act as a trusted advisor to medium- to high-net-worth individuals and business owners, translating complex data into actionable financial plans.
- Qualifications: CA(SA) or a post-graduate qualification in Taxation/Law is highly preferred.
- Experience: Proven track record in dealing with complex financial structures and high-net-worth families/businesses.
- Tax Expertise: Deep technical knowledge of South African tax legislation and wealth structuring.
- Trust Knowledge: Extensive exposure to the management and advisory of Trusts.
- Professionalism: A mature approach with the ability to handle high-stakes financial environments (ideally suited for those with 10-15+ years of relevant experience).
- Location: Ability to work fully office-based in Durban North.
