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Fiduciary Specialist, Financial Services and Wealth Industry

EXECUTIVE SEARCH STATUS: Current

POSITION: Fiduciary Specialist

NATURE OF BUSINESS: Financial Services and Wealth

JOB LOCATION: Western Cape, South Africa

  REPORTING TO:   Chief Executive Officer and Executive Committee

 

SUMMARY OF EXECUTIVE OPPORTUNITY: 

The Fiduciary Specialist’ focus will be Public Benefit Organisations (PBO) and private fiduciary clients. This individual will be responsible for the end-to-end operations, preparation of financial statements, and compliance with law applicable to PBOs and Trusts, including tax administration and ensuring compliance with tax laws and foreign exchange regulations.

 

KEY EXECUTIVE ATTRIBUTES REQUIRED:

  • At least at least 10 years’ post articles accounting qualifying experience within the fiduciary industry, ideally with income tax, public benefit organisation (PBO), and trust accounting experience
  • In-depth knowledge of South African trust laws and regulations, tax laws, forex regulations both domestically and internationally, as well as accounting standards
  • Demonstrated experience in drafting comprehensive initial views on tax rules and regulations
  • Ability to work collaboratively and independently in a high-stakes, risk-sensitive environment
  • Excellent communication and interpersonal skills

 

QUALIFICATIONS:

  • Essential to have a relevant postgraduate qualification plus a Chartered Accountant (SA) designation with active registration with SAICA
  • SAIT membership or affiliation is a minimum requirement

Send your details in confidence to: siziwe.bulube@amropwoodburnmann.co.za

 

Note: Should you be interviewed by Amrop Woodburn Mann you will be asked to sign a consent form to permit us to verify your qualifications. Scanned copies of your degrees and diplomas may be asked for and can be sent to us when sending us your educational and career details.