We are looking for a experienced Fiduciary Compliance Manager to join the team.
QUALIFICATIONS AND EXPERIENCE:
- Chartered Accountant (CA) SA qualification is essential.
- At least 10 years’ proven previous experience in a private wealth or trust company environment,working with high net worth matters.
- Extensive and current knowledge of investments, accounting and tax relating to trusts, companies,CC’s and estates.
PURPOSE OF THE ROLE:
- To manage and oversee the accounting and tax compliance functions housed within Fiduciary and Tax.
- To attend to complex accounting issues.
- To hold office as trustee on complex trusts.
- To hold office as executor and oversee the completion of estates.
- To liaise with high net-worth clients.
- To manage and oversee management accounts and budgets relating to the compliance function.
- To provide support to the Head of Fiduciary and Tax.
- To contribute to publications and marketing.
- To promote the Fiduciary and Tax business offering.
- To manage a team and operation functionality of the Fiduciary and Tax Department
- To have a thorough understanding of risk and risk framework within the environment from a business and client perspective.
- This role will oversee the Fiduciary Compliance team and Fiduciary Assistants within the Fiduciary and Tax Department
WHAT WILL YOU DO:
- Take full responsibility for the day-to-day management of the compliance function, ensuring timeous and accurate completion of duties of the team.
- Set and maintain high standards of behavior and industry compliance.
- Implement checks and controls to ensure a high standard of work.
- Ensure that staff perform optimally while adhering to the values and policies of the business.
- Travel from time to time.
