1,050 Tax Analyst jobs in South Africa

Overview

Sonata One is a rapidly scaling, regulated fund services and technology (fintech) business. We're The Private Funds Clearinghouse, connecting more than 53,000 investors with 6,500 funds and 180 fund managers around the globe. Our vision is to change the paradigm of private markets investing through harmonising the end-to-end investment process within one platform. Investors benefitfrom a seamless, one & done experience across the fund lifecycle (from fund selection and subscription through to settlement and reporting) underpinned by a globally compliant KYC passport and 24/7 support. Fund managers can raise capital faster at a lower cost from a wider pool of pre-approved investors. Founded in 2015, Sonata One has a presence in eight locations worldwide including the US, UKand Luxembourg, Guernsey, South Africa and Mauritius.

We operate as #OneGlobalThread in line with our values: We challenge the norm, we change the way we think and work, by connecting systems and people, while committing to our vision and each other. We are now looking to recruit an experienced Tax Analyst to join our global team.

• Work with the Tax Team Lead and Tax Manager to identify your own productivity and training needs within agreed timescales.
• Actively support a culture of continuous improvement through new ideas.
• Classify entities using our in-house model and complete any registrations on the IRS and relevant jurisdiction’s tax portal where required.
• Perform initial review of investor data and collaborate with clients to address any deficiencies.
• Submit FATCA and CRS filings to the relevant jurisdictions.
• Keep up to date with all FATCA and CRS schema changes.
• Complete and validate relevant W forms and CRS self-certification forms on behalf of our client’s entities and investors respectively.
• Develop knowledge and confidence to perform the above-mentioned tasks without supervision over time.

• Exposure to FATCA and CRS, W-series documentation and Tax self-certifications, as well as a knowledge of XML are desirable
• KYC & AML experience preferred, but not essential.
• Fluent spoken and written English
• Excellent interpersonal and communication skills.
• A meticulous attention to detail and commitment to accuracy and urgency.
• Methodical with an organized approach to work
• Self-starting and capable of working with light supervision

• Private Medical Insurance – Comprehensive coverage to support your health
• Life Insurance – Peace of mind for you and your loved ones
• Income Protection – Financial support when you need it most
• Annual Leave – With extra days that grow the longer you’re with us
• Pension Scheme – Employee matched helping you plan confidently for the future
• Wellness Budget – Investing in your health with a gym membership
• Employee Assistance Program – Confidential, 24/7 support for life’s ups and downs
• Enhanced Maternity, Paternity & Adoption Leave – Because family matters
• Career Training & Development – Ongoing learning opportunities to help you grow
• Paid Volunteering Day – Take time to give back to causes you care about

Our Company:
At we are passionate about our people, our technology, and are obsessed with customer success. Working together enables us to grow rapidly, win, and serve the largest brands in the world. We use cutting edge technology to solve real-world problems for our clients and continue to pull ahead of the pack as the leading SaaS platform for businesses to automate their partnerships and grow their revenue like never before. We have an entrepreneurial spirit and a culture where ambition and curiosity is rewarded. If you are looking to join a team where your opinion is valued, your contributions are noticed, and enjoy working with fun and talented people from all over the world, then this is the place for you

, the world's leading partnership management platform, is transforming the way businesses manage and optimize all types of partnerships—including traditional rewards affiliates, influencers, commerce content publishers, B2B, and more. The company's powerful, purpose-built platform makes it easy for businesses to create, manage, and scale an ecosystem of partnerships with the brands and communities that customers trust to make purchases, get information, and entertain themselves at home, at work, or on the go. To learn more about how 's technology platform and partnerships marketplace is driving revenue growth for global enterprise brands such as Walmart, Uber, Shopify, Lenovo, L'Oreal, and Fanatics, visit

Your Role at
Ready to make your mark at a fast-growing global tech company? At , we're looking for a detail-oriented and driven
Tax Analyst
to join our high-performing finance team.

In this role, you'll assist the tax team in maintaining a world-class tax service to the business, ensuring that all tax laws are applied correctly in order to eliminate or minimize all tax risks, by providing and assisting the tax team to ensure all tax filings and payments are completed accurately and timeously.

What You'll Do:

• Responsible for gathering and processing the information required for international compliance and transfer pricing, and provide support with the year-end provision
• Provide support for tax audits and answers to inquiries from various taxing jurisdictions
• Assist corporate accounting in the verification of tax account balances (sales tax/VAT/GST, deferred tax, current tax accounts, etc.)
• Update and maintain the tax calendar
• Providing tax support and tax advice to business
• Review all tax payments and tax returns (direct and indirect tax) whether on a weekly, biweekly, quarterly, or annual basis
• Regularly perform audits on the system to ensure data integrity; responsible for the resolution of discrepancies that might adversely impact on the company's tax returns
• Assist the Tax team with various ad hoc projects, and analysis

What You Have:

• Education: Bachelor's degree in accounting/ finance, or in a business related field. Having a CA, ACCA or CPA designation is advantageous.
• At least 3 to 4 years tax experience gained within a commercial environment of a multinational Group, candidates with a mixture of Big Four experience and in-house experience are also encouraged to apply
• Knowledge: Possess strong working knowledge of and ability to apply accounting
• Concepts: practical international tax interpretive knowledge gained from an established taxing jurisdiction (for example- SA, UK, Europe, US); and the ability to analyze and synthesize large amounts of data and related compliance/regulations
• Computer skills: Proficient with Microsoft Office tools, especially Excel. It is also essential that they possess strong computer skills to perform digital and online related tax duties
• Quantitative skills: It also vital that they possess strong mathematical and quantitative skills to handle tax audits, reconciliation related tax matters
• Attention to detail: They must be meticulously detailed individuals to ensure excellent reconciliation and consistently accurate filling of reports, preparation of documents, and effective performance of other duties assigned
• Organizational skills: Highly organized individual with the ability to multi-task and prioritize projects to ensure completion within assigned deadlines
• Excellent problem-solving skills
• Sound analytical skills: They require strong analytical skills to create highly detailed tax reports and accurately fill out tax forms
• Communication skills: Must possess strong verbal and written communications skills necessary for explaining tax processes and making recommendations.

Benefits:

• Hybrid, Casual work environment
• Responsible PTO policy: Take the time off that you need. We are truly committed to a positive work-life balance, recognising that it is important to be happy and fulfilled in both
• Training & Development: Learning the advanced partnership automation products
• Medical Aid and Provident Fund Group schemes with Discovery & Bonitas for medical aid
• Group scheme for provident fund
• Restricted Stock Units: 3-year vesting schedule pending Board approval
• Internet Allowance
• Fitness club fee reimbursements
• Technology stipend
• Primary Caregiver Leave
• Mental Health and Wellness Benefit - Including 12 Therapy/Coaching sessions + Dependent coverage

is proud to be an equal opportunity workplace.
All employees and applicants for employment shall be given fair treatment and equal employment opportunity regardless of their race, ethnicity or ancestry, color or caste, religion or belief, age, sex (including gender identity, gender reassignment, sexual orientation, pregnancy/maternity), national origin, weight, neurodivergence, disability, marital and civil partnership status, caregiving status, veteran status, genetic information, political affiliation, or other prohibited non-merit factors.
_Hybrid

About TaxValet

We're not just a tax company. We're an emotions company.

We believe that the work we do is a reflection of our higher purpose in life. And if the work isn't fulfilling and enjoyable, what's the point? At our company, our Core Purpose is to "transform negative emotions into something positive for our clients, partners, and each other". It just so happens that we do that by eliminating the hassle and stress of sales tax. We are looking for candidates who are enthusiastic and want to work towards our Core Purpose, too.

As a fractional sales tax department, TaxValet handles everything for clients, from nexus analysis to permit registrations, filings, audit support, and more. Unlike traditional sales tax software that overpromises and underdelivers, we provide a comprehensive, custom-tailored solution that grows with our clients' businesses. And unlike traditional professional service firms, we offer an all-inclusive solution for a simple, predictable monthly rate with no billable hours. 

We're a fast-growing, fully remote, financially stable, and profitable business with an AWESOME team of 80-ish teammates. We're building a world-class fractional sales tax department, and new team members will be part of the reason why.

As a certified B-Corporation, TaxValet is committed to using business as a force for good. This means we consider the impact of our decisions on our team, clients, community, and environment. We're also a "give 1%" organization, dedicating 1% of profit, employee time, and service time to nonprofits.

We are a core-value-driven business. That means we hire, promote, and reward based on alignment with our core values:

• Feel It: We value connecting with the real emotions and experiences of others. We also value respectfully sharing our own real emotions and experiences with others.
• Shape It: We proactively contribute our ideas and talents by speaking up, challenging the status quo, and taking calculated risks to shape our future.
• Own It: We take full responsibility for our actions, decisions, and outcomes. We use both successes and failures as opportunities for growth, openly sharing lessons learned.
• Crush It: We relentlessly pursue exponential impact in our business and life.
• Question It: Be curious. Ask questions. Seek clarity in the pursuit of continuous improvement and excellence. Create a culture of fearless inquiry.

If you're enthusiastic about transforming negative emotions into something positive and want to work towards our Core Purpose, we'd love to hear from you

Title:

Sales Tax Analyst (known internally as our New Client Onboarding Specialist)

Location:

100% REMOTE (USA)

About The Role

TaxValet is looking for a

multifaceted

teammate to join our new client onboarding team who excels at
problem solving, finding creative solutions and supporting clients with complex issues

. At TaxValet, we are fanatical about our clients having an incredible first impression working with us. And if you join us, you'll be a big part of the reason why. So, if you are the type of person who loves digging into and analyzing a spreadsheet, but also enjoys connecting with people - keep reading

The purpose of the Sales Tax Analyst (internally referred to as a New Client Onboarding Specialist) is to get clients totally set up within our systems so that the Sales Tax Filing Team can begin submitting their sales tax filings (this role does not manage filing returns). Lots of training will be provided.

This role typically involves analyzing client data and performing research to provide an analysis of sales tax nexus and ensuring the clients' tax systems are set up to our high standards of excellence. You'll be working closely with external clients, as well as working closely with internal teammates. 

This is a unique opportunity for those unique people who love diving into the nitty-gritty of a detailed spreadsheet, and are simultaneously outgoing and love to connect with people. 

In time, you'll be considered a sales tax expert and someone that many will turn to when looking for advice. 

Don't worry—we'll provide lots of sales tax training and help along the way. Your attitude and potential are
much

more important than your current knowledge and experience. 

Your Qualifications

We're looking for someone who is ready to learn and grow professionally and wants a career (not just a job). We can train you on a lot of things, but here are our non-negotiables:

Professional

• 1-2 years of experience working with project management, accounting, sales tax, and/or research.
• Glowing references from past supervisors.
• Sales tax experience is a plus, but not required.
• Bachelor's Degree or relevant work experience.
• Experience and comfort in delving into complex data within spreadsheets
  including proficiency with excel

.

Interpersonal

• You're aware of your triggers and how you come across in conversation, and have no problem
  taking responsibility

for the impact you have on others.
- You hate being bored and feel
excited by new challenges

and problems to solve.
- You
approach life proactively

and don't sit around waiting to be told what to do.
- When you read over
TaxValet's core values

, you feel excited and inspired at the thought of embodying them day-to-day.
- You bring both a high attention to detail and a
curious heart

.
- Communication

is your jam

. You excel at putting together emails to clients. You shine during in person meetings with clients such that the client leaves inspired and resolved.  This role will involve a LOT of client interaction and communication.
- You are able to
put someone at ease

who is stressed out and anxious.
- You don't hesitate to
set clear boundaries and expectations

with clients, never afraid to follow up to get what you need to get across the finish line.
- You don't waste time on frivolous activities. You manage an ever-changing calendar with ease due to your
excellent time management skills

.
- You are always
eager to learn new skills and technologies

. You are great at researching (and understanding) complex information. You're always a
team player

at heart, and you never hesitate to share your learnings with your team or apply learnings gained from your collaboration with others.
- It's natural for you to
bring order and clarity

to complex and chaotic situations.

Please note that the final step before being hired is for you to arrange reference calls with three former managers.

Your Primary Responsibilities

• Onboarding Project Management.

The Onboarding Specialist is responsible for setting up and managing clients from the time they sign-up until onboarding is complete. They must communicate effectively, collect and analyze information, and move the project through the onboarding process in a timely way.
- Sales Tax Setting Setup and Testing.

The Onboarding Specialist will set up and test tax collection settings on sales platforms. They will diligently troubleshoot and resolve any collection issues to ensure clients are collecting sales tax accurately on their permit start dates.
- Sales Tax Nexus Reviews.

The Onboarding Specialist will analyze various economic and other presence factors to determine where clients have sales tax nexus. They will provide explanations to the client to help inform where they decide to open permits.
- Contributing to Onboarding Process Improvement.

You will work with the Onboarding Team to identify and implement improvements to onboarding workflow so that clients have a hassle-free and enjoyable experience while minimizing risk for both our clients and TaxValet.
- Making Sense of Transaction Data.

Using Excel, you will unravel and provide documentation for the clients' transaction data and integrate the data into tax software systems so that you can confirm its accuracy.

Specific Measures of Success

No surprises here After a year on the job, you'll be measured by these specific outcomes:

• Onboarding Completion Time.

Onboarding clients complete the onboarding process in a meantime of fewer than 60 days.
- Client Happiness Rating.

The clients that you support give you an onboarding NPS (customer happiness) rating of 50 or better.
- Onboarding Speed.

By the end of your first year, you are able to finish onboarding an average of 1.5 clients per month.
- Education Hours.

The Onboarding Specialist will complete 3 hours per quarter in work-related education or training.
- Quarterly Rocks (goals).

All rocks have at least an 80% completion rate for the year.

Compensation and Benefits

We believe working side-by-side with an awesome team is the greatest benefit there is, but there are other reasons why we love working at TaxValet including:

• Target compensation $60,000
• 43 days off per year.

This includes 22 holidays per year, plus 21 days of PTO per year. Yes, seriously.
- 3 additional days off per year to volunteer with a non-profit organization of your choice.
- Company pays 100% of health, short-term disability, and long-term disability insurance, and 99% of dental and vision insurance.
- 401(k) Plan with generous company matching. We match 100% of up to a 3% contribution, and an additional 50% match on a 4-5% contribution.
- 100% Remote work with core working hours of 11 AM - 4 PM EST.
- The ability to participate in the company profit sharing program the year after your hire date (pending passing a financial literacy quiz.)

Some intangible benefits include:

• Our team has consistently awarded us a 4.9-star rating on Glassdoor
• TaxValet has made the Inc 5000 list in 2023, 2024, and 2025
• Named top 10 list for Best Remote Workplaces in America by Best Companies Group in 2023 & 2025
• We encourage ongoing training, and learning and development, through munch and learns, coaching, the chance to work on diverse projects, our continuous education reimbursement program, and more
• We are proud to have a diverse team of employees where everyone's voice matters. And we mean that We have regular processes in place for everyone to share their feedback, thoughts and ideas.

• Validate and reconcile data from multiple sources and apply relevant tax knowledge to ensure extensive accuracy thereof.
• Data manipulation and descriptive data analysis to ensure reasonability.
• Extensive analysis of relevant client financial information to ensure validity, completeness, accuracy, and correct recording into the client administration system.
• Perform data quality checks, reconcile and validate results, and implement solutions to support business requirements.
• Collate information in predetermined formats or formats developed by the individual.
• Extract and analyze data from various sources and integrate data accordingly to meet business objectives.
• Perform data manipulation and descriptive/exploratory data analysis.
• Simplify and communicate complex financial information.
• Translate complex data and/or instructions into meaningful outcomes as required.
• Interpret data and provide meaningful recommendations to the business.
• Matric and degree/diploma in relevant qualification.
• Experience analyzing financial information.

A basic understanding of investments (advantageous).

• Basic knowledge of investments, capital gains tax, corporate actions, and foreign exchange (advantageous).
• Advanced Excel skills.

Salary Market Related

Our financial services client seeks a Tax Data Analyst for a contract role based in Cape Town.

• Validate and reconcile data from multiple sources and apply relevant tax knowledge to ensure extensive accuracy thereof.
• Data manipulation and descriptive data analysis to ensure reasonability.
• Extensive analysis of relevant client financial information to ensure validity, completeness, accuracy, and correct recording into the client administration system.
• Perform data quality checks, reconcile and validate results, and implement solutions to support business requirements.
• Collate information in predetermined formats or formats developed by the individual.
• Extract and analyze data from various sources and integrate data accordingly to meet business objectives.
• Perform data manipulation and descriptive/exploratory data analysis.
• Simplify and communicate complex financial information.
• Translate complex data and/or instructions into meaningful outcomes.
• Interpret data and provide meaningful recommendations to the business.

• Matric and degree/diploma in relevant qualification.
• Experience analyzing financial information.
• A basic understanding of investments (advantageous).
• Basic knowledge of investments, capital gains tax, corporate actions, and foreign exchange (advantageous).
• Advanced Excel skills.

Salary Market Related

Location: ZA, GP, Johannesburg, 30 Baker Street

To drive tax compliance by monitoring and providing advice across the entire Standard Bank Group in order to minimise tax risks. To provide strong leadership and advisory services to stakeholders across the organisation to ensure the organisation's adherence to relevant legislation and regulations to protect and enhance Standard Bank's reputation and competitive advantage.

Qualifications

Type of Qualification: First Degree
Field of Study: Finance and Accounting

Experience Required
Tax Management
Finance & Value Management
More than 10 years
The role requires an incumbent with a deep level of understanding of the entire Finance value chain but specialist experience in Global Tax and Investment advisory. Experience in Banking and Financial Services across multiple jurisdictions is essential. Accounting systems knowledge - SAP and Financial IT systems would be required. Engaging and influencing senior leaders and providing tax advisory services.

Additional Information

• Adopting Practical Approaches
• Checking Things
• Developing Expertise
• Documenting Facts
• Empowering Individuals
• Examining Information
• Following Procedures
• Making Decisions
• Producing Output
• Taking Action
• Upholding Standards
• Compliance