63 Taxes jobs in South Africa

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Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Job Description

AIIM is seeking a Senior Tax Advisor to work within African Infrastructure Investment Managers (AIIM), a member of Old Mutual Alternative Investments (OMAI) with a reporting line to the AIIM COO and dotted reporting lines into OMAI CFO and Fund Investment Directors.

The resource will be dedicated to AIIM, providing tax input into various parts of the AIIM business, namely the Pan Africa, SADC and ATAF Investment teams and assisting with other corporate tax matters pertaining to the AIIM business and its various funds under management.

AIIM has 5 offices, South Africa (Cape Town & Johannesburg), Nigeria (Lagos), Cote d’Ivoire (Abidjan) and Kenya (Nairobi) and several affiliate entities are domiciled in Mauritius. The candidate will be required to travel occasionally to the AIIM regional offices and investee company jurisdictions, to build relationships with various stakeholders including the regional AIIM team members, management teams, external local tax advisors/firms and tax authorities.

The role will include the following:

• management of tax risk from both a fund and fund manager’s perspective;
• oversight and input into tax risks for investment and divestment transactions;
• providing strategic input to transactions, asset management and strategic initiative teams and well as investee company management teams;
• scoping, procurement and management of external tax advice;
• tax sign off and advice on legal documentation in respect of equity transactions and the transaction compliance certificate;
• advising on staff carried interest and co-investment schemes and management incentive plans for investee companies;
• advising on location of domicile for new funds and manager entities;
• interaction with Old Mutual Group Tax team and advisors in respect of transfer pricing, monitoring, reporting and adhoc queries;
• responsible for tax compliance, including FATCA/CRS compliance, across the various taxpaying legal entities;
• Providing Ad hoc tax advice to portfolio companies;
• general corporate/ commercial advice.

The role also requires the candidate to appreciate the tax opportunities and challenges that exist, across the various assets under management, including the context of the wider international tax framework and BEPS.

Candidates with a strong history of not just providing or procuring tax advice but rather assisting with the commercial impacts of such advice into a Sale and Purchase Agreement, or Transaction documentation, will have an advantage.

The job function requires a strong skill set in SA domestic tax and international tax.

• Provides guidance and input to investment professionals on optimal deal structures
• Manages the tax risks and points of tax friction over each asset’s holding period, incorporating both the domestic law in which that asset is situated and within the wider international tax framework.
• Responsible for selection and appointment of tax advisors for tax due diligence workstream for investment and exit opportunities
• Manages tax due diligence and tax advisory work streams, including external advisors and investment team
• Responsible for sign off of tax section within the Transaction Compliance Certificate
• Manages tax risk and compliance within jurisdictions, both on incorporation and ongoing management

• Review and sign off on tax matters relating to the establishment and structuring of new fund structures and on winding up fund structures
• Co-ordinate with external legal counsel on fund structuring tax matters
• Liaise with fund investors regarding tax status, withholding tax and investor tax reports and adhoc reporting matters

• Regular meetings with Old Mutual Group Tax team regarding transaction deal pipeline
• Update on due diligence work streams
• Operate in accordance with the agreed AIIM/Old Mutual Group tax framework document

• Oversight of annual corporate tax returns for all AIIM entities
• Oversight of VAT return process
• Public Officer for AIIM and AIIM managed fund entities
• Review and sign-off on transfer pricing documents for AIIM entities

• CA / LLB / equivalent with postgrad qualification (i.e. HDip honours / Masters).
• At least 10 years’ experience, including Africa and international tax experience.
• Transaction experience (M&A, project finance)
• Private equity experience

• Strong technical skills
• Professionalism
• Team player
• Good relationship management skills
• Pays attention to detail and produces accurate analysis
• Proven ability to develop partnerships with a range of internal and external stakeholders
• Strong professional communication skills
• Ability to perform well under pressure
• Ability to prioritise key risk issues
• A genuine, professional enjoyment of cross border tax within a transactional setting.

• Accounting, Action Planning, Budget Management, Computer Literacy, Database Reporting, Data Classification, Data Compilation, Data Controls, Data Modeling, Evaluating Information, Financial Acumen, International Taxes, Investments, Management Reporting, Numerical Aptitude, Oral Communications, Private Equity, Report Review, Tax Advising, Taxes

• Business Insight
• Communicates Effectively
• Ensures Accountability
• Financial Acumen
• Manages Complexity
• Optimizes Work Processes
• Organizational Savvy
• Plans and Aligns

• Bachelor Of Laws (LLB), Chartered Accountant

25 September 2025 , 23:59

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

The Old Mutual Story!

Description

The successful candidate will join Investec's Tax & Fiduciary Advisory team, a specialist, high-performance unit within Investec Private Bank and Investec Wealth & Investment International.

The team provides high-net-worth and ultra-high-net-worth individuals, families, and business owners with bespoke, intergenerational tax and estate planning solutions — both domestically and cross border.

The scope of work includes tax-efficient structuring, exchange control planning, global estate and succession strategies, and fiduciary advice. The team is a technical centre of excellence, known for simplifying complexity and delivering solutions that align with the personal, professional, and commercial interests of our clients.

The team works closely with Investec Private Bankers, Wealth Managers, and internal partners across the business as part of a private client strategy and the team is also well-connected to a network of top-tier external legal, tax, and fiduciary professionals.

This is a team for individuals who value excellence, curiosity, collaboration, and integrity. The culture is supportive, client-centric, and intellectually rigorous — with a focus on deep relationships, continuous learning, and creating long-term value. We pride ourselves on maintaining a consistent house view, peer-reviewed output, and a proactive, “sniper approach” to delivery.

If you are energised by meaningful client work, technical depth, and the opportunity to help shape industry-leading private client solutions, we encourage you to apply.

Key responsibilities

As a Cross-Border Tax Advisor, you will deliver high-quality tax advice across both South African and international contexts. You will play a leadership role in structuring engagements, contributing to internal technical development, and maintaining the highest standard of tax output.

Your responsibilities will include:
•Delivering domestic and cross-border tax advice to high-net-worth individuals, families, and business owners.
•Preparing and signing technical memoranda, planning reports, and tax opinions.
•Liaising with clients, family offices, legal advisors, and external tax experts.
•Providing technical mentorship.
•Leading client engagements with HNW and UHNW individuals, families, family offices, and corporates.
•Contributing to the team's thought leadership through training, technical updates, and written insights.
•Liaising with the Technical Committee and contributing to internal technical training, toolkits, articles and newsletters.
•Identifying structuring opportunities aligned with Investec's broader client strategy, including entrenching the client and relationship deepening.

Experience, skills and capability

•LLB, BAcc, BCom Law, Chartered Accountant or equivalent qualification.
•Postgraduate diploma in tax or international tax law is essential.
•Experience in corporate tax or restructuring is advantageous but not essential.
•Minimum 10 years' experience in tax advisory with demonstrable exposure to international private client work.
•Proven ability to sign off complex tax advice and assume technical responsibility for structuring output.
•Strong working knowledge of SA tax, global tax frameworks and double taxation agreements.
•Experience working with high-net-worth individuals, multi-jurisdictional families, and/or family office structures.
•Excellent drafting, research, and analytical skills.
•Client-focused, with the ability to balance precision with practical execution.
•Confident presenter and advisor, comfortable engaging with both clients and peers.
•Comfortable operating in a high-accountability, relationship-driven environment.

Investec Culture

At Investec we look for intelligent, energetic people filled with passion, integrity and curiosity. We value individuals who in turn value our culture that is, a flexible attitude comfortable to live with ambiguity and willing to challenge the status quo. Diversity, talent and leadership are respected in pursuit of the growth of our business. People who can manage themselves and build strong relationships in order to get things done, will perform in out of the ordinary ways in our environment.

Job title : Cross Border Tax and Fiduciary Advisor (George)

Job Location : Western Cape, George

Deadline : September 29, 2025

• The successful candidate will join Investec's Tax & Fiduciary Advisory team, a specialist, high-performance unit within Investec Private Bank and Investec Wealth & Investment International.
• The team provides high-net-worth and ultra-high-net-worth individuals, families, and business owners with bespoke, intergenerational tax and estate planning solutions — both domestically and cross border.
• The scope of work includes tax-efficient structuring, exchange control planning, global estate and succession strategies, and fiduciary advice. The team is a technical centre of excellence, known for simplifying complexity and delivering solutions that align with the personal, professional, and commercial interests of our clients.
• The team works closely with Investec Private Bankers, Wealth Managers, and internal partners across the business as part of a private client strategy and the team is also well-connected to a network of top-tier external legal, tax, and fiduciary professionals.
• This is a team for individuals who value excellence, curiosity, collaboration, and integrity. The culture is supportive, client-centric, and intellectually rigorous — with a focus on deep relationships, continuous learning, and creating long-term value. We pride ourselves on maintaining a consistent house view, peer-reviewed output, and a proactive, “sniper approach” to delivery.
• If you are energised by meaningful client work, technical depth, and the opportunity to help shape industry-leading private client solutions, we encourage you to apply.

• As a Cross-Border Tax & Fiduciary Advisor, you will be responsible for drafting and delivering complex structuring mandates involving international tax, exchange control, and estate planning matters. You will play a key role in driving advisory outcomes, mentoring colleagues and ensuring high technical standards across the team's output.
• Delivering bespoke, high-quality structuring advice involving domestic and cross-border tax, global estate planning, situs and probate, and exchange control considerations.
• Preparing detailed advisory memorandums, tax opinions, and structuring proposals.
• Overseeing the implementation of recommendations, including coordination with legal, fiduciary, and banking partners.
• Providing technical mentorship and review support for team members.
• Leading client engagements with HNW and UHNW individuals, families, family offices, and corporates.
• Drafting and reviewing complex exchange control applications and liaising with SARB (via Authorized Dealers).
• Liaising with the Technical Committee and contributing to internal technical training, toolkits, articles and newsletters.
• Identifying structuring opportunities aligned with Investec's broader client strategy, including entrenching the client and relationship deepening.

• LLB, BAcc, BCom Law, Chartered Accountant or equivalent qualification.
• Postgraduate diploma in tax or international tax law is essential. CFP or STEP designation is advantageous.
• Minimum 7 years' experience in tax advisory with demonstrable exposure to international private client work.
• Proven ability to sign off complex tax advice and assume technical responsibility for structuring output.
• Strong working knowledge of SA tax, global tax frameworks, exchange control, and fiduciary instruments.
• Experience working with high-net-worth individuals, multi-jurisdictional families, and / or family office structures.
• Excellent drafting, research, and analytical skills.
• Client-focused, with the ability to balance precision with practical execution.
• Confident presenter and advisor, comfortable engaging with both clients and peers.

Overview

The successful candidate will join Investec's Tax & Fiduciary Advisory team, a specialist, high-performance unit within Investec Private Bank and Investec Wealth & Investment International. The team provides high-net-worth and ultra-high-net-worth individuals, families, and business owners with bespoke, intergenerational tax and estate planning solutions — both domestically and cross border. The scope of work includes tax-efficient structuring, exchange control planning, global estate and succession strategies, and fiduciary advice. The team is a technical centre of excellence, known for simplifying complexity and delivering solutions that align with the personal, professional, and commercial interests of our clients. The team works closely with Investec Private Bankers, Wealth Managers, and internal partners across the business as part of a private client strategy and is well-connected to a network of top-tier external legal, tax, and fiduciary professionals. This is a team for individuals who value excellence, curiosity, collaboration, and integrity. The culture is supportive, client-centric, and intellectually rigorous — with a focus on deep relationships, continuous learning, and creating long-term value. We pride ourselves on maintaining a consistent house view, peer-reviewed output, and a proactive, “sniper approach” to delivery.

As a Cross-Border Tax & Fiduciary Advisor, you will be responsible for drafting and delivering complex structuring mandates involving international tax, exchange control, and estate planning matters. You will play a key role in driving advisory outcomes, mentoring colleagues and ensuring high technical standards across the team's output.

Yourresponsibilities will include :

• Delivering bespoke, high-quality structuring advice involving domestic and cross-border tax, global estate planning, situs and probate, and exchange control considerations.
• Preparing detailed advisory memorandums, tax opinions, and structuring proposals.
• Overseeing the implementation of recommendations, including coordination with legal, fiduciary, and banking partners.
• Providing technical mentorship and review support for team members.
• Leading client engagements with HNW and UHNW individuals, families, family offices, and corporates.
• Drafting and reviewing complex exchange control applications and liaising with SARB (via Authorised Dealers).
• Liaising with the Technical Committee and contributing to internal technical training, toolkits, articles and newsletters.
• Identifying structuring opportunities aligned with Investec's broader client strategy, including entrenching the client and relationship deepening.

• LLB, BAcc, BCom Law, Chartered Accountant or equivalent qualification.
• Postgraduate diploma in tax or international tax law is essential. CFP or STEP designation is advantageous.
• Minimum 7 years' experience in tax advisory with demonstrable exposure to international private client work.
• Proven ability to sign off complex tax advice and assume technical responsibility for structuring output.
• Strong working knowledge of SA tax, global tax frameworks, exchange control, and fiduciary instruments.
• Experience working with high-net-worth individuals, multi-jurisdictional families, and / or family office structures.
• Excellent drafting, research, and analytical skills.
• Client-focused, with the ability to balance precision with practical execution.
• Confident presenter and advisor, comfortable engaging with both clients and peers.

At Investec we look for intelligent, energetic people filled with passion, integrity and curiosity. We value individuals who in turn value our culture that is, a flexible attitude comfortable to live with ambiguity and willing to challenge the status quo. Diversity, talent and leadership are respected in pursuit of the growth of our business. People who can manage themselves and build strong relationships in order to get things done, will perform in out of the ordinary ways in our environment.

We are committed to diversity and inclusion when recruiting internally and externally.

Description

The successful candidate will join Investec's Tax & Fiduciary Advisory team, a specialist, high-performance unit within Investec Private Bank and Investec Wealth & Investment International.

The team provides high-net-worth and ultra-high-net-worth individuals, families, and business owners with bespoke, intergenerational tax and estate planning solutions — both domestically and cross border.

The scope of work includes tax-efficient structuring, exchange control planning, global estate and succession strategies, and fiduciary advice. The team is a technical centre of excellence, known for simplifying complexity and delivering solutions that align with the personal, professional, and commercial interests of our clients.

The team works closely with Investec Private Bankers, Wealth Managers, and internal partners across the business as part of a private client strategy and the team is also well-connected to a network of top-tier external legal, tax, and fiduciary professionals.

This is a team for individuals who value excellence, curiosity, collaboration, and integrity. The culture is supportive, client-centric, and intellectually rigorous — with a focus on deep relationships, continuous learning, and creating long-term value. We pride ourselves on maintaining a consistent house view, peer-reviewed output, and a proactive, “sniper approach” to delivery.

If you are energised by meaningful client work, technical depth, and the opportunity to help shape industry-leading private client solutions, we encourage you to apply.

Key responsibilities

As a Cross-Border Tax & Fiduciary Advisor, you will be responsible for drafting and delivering complex structuring mandates involving international tax, exchange control, and estate planning matters. You will play a key role in driving advisory outcomes, mentoring colleagues and ensuring high technical standards across the team's output.

Your responsibilities will include:
•Delivering bespoke, high-quality structuring advice involving domestic and cross-border tax, global estate planning, situs and probate, and exchange control considerations.
•Preparing detailed advisory memorandums, tax opinions, and structuring proposals.
•Overseeing the implementation of recommendations, including coordination with legal, fiduciary, and banking partners.
•Providing technical mentorship and review support for team members.
•Leading client engagements with HNW and UHNW individuals, families, family offices, and corporates.
•Drafting and reviewing complex exchange control applications and liaising with SARB (via Authorised Dealers).
•Liaising with the Technical Committee and contributing to internal technical training, toolkits, articles and newsletters.
•Identifying structuring opportunities aligned with Investec's broader client strategy, including entrenching the client and relationship deepening.

Experience, skills and capability

•LLB, BAcc, BCom Law, Chartered Accountant or equivalent qualification.
•Postgraduate diploma in tax or international tax law is essential. CFP or STEP designation is advantageous.
•Minimum 7 years' experience in tax advisory with demonstrable exposure to international private client work.
•Proven ability to sign off complex tax advice and assume technical responsibility for structuring output.
•Strong working knowledge of SA tax, global tax frameworks, exchange control, and fiduciary instruments.
•Experience working with high-net-worth individuals, multi-jurisdictional families, and/or family office structures.
•Excellent drafting, research, and analytical skills.
•Client-focused, with the ability to balance precision with practical execution.
•Confident presenter and advisor, comfortable engaging with both clients and peers.

Investec Culture

At Investec we look for intelligent, energetic people filled with passion, integrity and curiosity. We value individuals who in turn value our culture that is, a flexible attitude comfortable to live with ambiguity and willing to challenge the status quo. Diversity, talent and leadership are respected in pursuit of the growth of our business. People who can manage themselves and build strong relationships in order to get things done, will perform in out of the ordinary ways in our environment.

Description

The successful candidate will join Investec's Tax & Fiduciary Advisory team, a specialist, high-performance unit within Investec Private Bank and Investec Wealth & Investment International.

The team provides high-net-worth and ultra-high-net-worth individuals, families, and business owners with bespoke, intergenerational tax and estate planning solutions — both domestically and cross border.

The scope of work includes tax-efficient structuring, exchange control planning, global estate and succession strategies, and fiduciary advice. The team is a technical centre of excellence, known for simplifying complexity and delivering solutions that align with the personal, professional, and commercial interests of our clients.

The team works closely with Investec Private Bankers, Wealth Managers, and internal partners across the business as part of a private client strategy and the team is also well-connected to a network of top-tier external legal, tax, and fiduciary professionals.

This is a team for individuals who value excellence, curiosity, collaboration, and integrity. The culture is supportive, client-centric, and intellectually rigorous — with a focus on deep relationships, continuous learning, and creating long-term value. We pride ourselves on maintaining a consistent house view, peer-reviewed output, and a proactive, “sniper approach” to delivery.

If you are energised by meaningful client work, technical depth, and the opportunity to help shape industry-leading private client solutions, we encourage you to apply.

Key responsibilities

As a Cross-Border Tax & Fiduciary Advisor, you will be responsible for drafting and delivering complex structuring mandates involving international tax, exchange control, and estate planning matters. You will play a key role in driving advisory outcomes, mentoring colleagues and ensuring high technical standards across the team's output.

Your responsibilities will include:
•Delivering bespoke, high-quality structuring advice involving domestic and cross-border tax, global estate planning, situs and probate, and exchange control considerations.
•Preparing detailed advisory memorandums, tax opinions, and structuring proposals.
•Overseeing the implementation of recommendations, including coordination with legal, fiduciary, and banking partners.
•Providing technical mentorship and review support for team members.
•Leading client engagements with HNW and UHNW individuals, families, family offices, and corporates.
•Drafting and reviewing complex exchange control applications and liaising with SARB (via Authorised Dealers).
•Liaising with the Technical Committee and contributing to internal technical training, toolkits, articles and newsletters.
•Identifying structuring opportunities aligned with Investec's broader client strategy, including entrenching the client and relationship deepening.

Experience, skills and capability

•LLB, BAcc, BCom Law, Chartered Accountant or equivalent qualification.
•Postgraduate diploma in tax or international tax law is essential. CFP or STEP designation is advantageous.
•Minimum 7 years' experience in tax advisory with demonstrable exposure to international private client work.
•Proven ability to sign off complex tax advice and assume technical responsibility for structuring output.
•Strong working knowledge of SA tax, global tax frameworks, exchange control, and fiduciary instruments.
•Experience working with high-net-worth individuals, multi-jurisdictional families, and/or family office structures.
•Excellent drafting, research, and analytical skills.
•Client-focused, with the ability to balance precision with practical execution.
•Confident presenter and advisor, comfortable engaging with both clients and peers.

Investec Culture

At Investec we look for intelligent, energetic people filled with passion, integrity and curiosity. We value individuals who in turn value our culture that is, a flexible attitude comfortable to live with ambiguity and willing to challenge the status quo. Diversity, talent and leadership are respected in pursuit of the growth of our business. People who can manage themselves and build strong relationships in order to get things done, will perform in out of the ordinary ways in our environment.

Description

The successful candidate will join Investec's Tax & Fiduciary Advisory team, a specialist, high-performance unit within Investec Private Bank and Investec Wealth & Investment International.

The team provides high-net-worth and ultra-high-net-worth individuals, families, and business owners with bespoke, intergenerational tax and estate planning solutions — both domestically and cross border.

The scope of work includes tax-efficient structuring, exchange control planning, global estate and succession strategies, and fiduciary advice. The team is a technical centre of excellence, known for simplifying complexity and delivering solutions that align with the personal, professional, and commercial interests of our clients.

The team works closely with Investec Private Bankers, Wealth Managers, and internal partners across the business as part of a private client strategy and the team is also well-connected to a network of top-tier external legal, tax, and fiduciary professionals.

This is a team for individuals who value excellence, curiosity, collaboration, and integrity. The culture is supportive, client-centric, and intellectually rigorous — with a focus on deep relationships, continuous learning, and creating long-term value. We pride ourselves on maintaining a consistent house view, peer-reviewed output, and a proactive, “sniper approach” to delivery.

If you are energised by meaningful client work, technical depth, and the opportunity to help shape industry-leading private client solutions, we encourage you to apply.

Key responsibilities

As a Cross-Border Tax & Fiduciary Advisor, you will work under the guidance of senior advisors, supporting the delivery of high-quality tax, estate, and fiduciary solutions to Investec's high-net-worth and ultra-high-net-worth clients. This is a development-focused role, offering meaningful exposure to complex, cross-border matters and the opportunity to grow into a full advisory capacity over time.

Your responsibilities will include:
• Assisting senior advisors in preparing client-facing proposals, reports, and structuring memorandums.
• Conducting technical research on South African and international tax laws, exchange control regulations, and fiduciary planning structures.
• Supporting the drafting and review of estate planning documents including wills, trust deeds, loan agreements, and related legal instruments.
• Preparing first-draft exchange control applications and assisting with submissions.
• Coordinating implementation tasks under the supervision of senior team members, including facilitation with external advisors.
• Attending client meetings, capturing meeting notes, and managing follow-up actions.
• Liaising with internal support areas and Investec product houses (e.g., Private Bank, Life, Wealth, Exchange Control) to facilitate client deliverables.
• Tracking legislative and regulatory updates and contributing summaries for internal knowledge sharing.
• Assisting in the drafting of internal newsletters, thought pieces, or technical content under guidance.
• Helping maintain internal technical toolkits and client file systems.
• Providing logistical and technical support for internal training sessions and presentations.
• Building relationships with internal stakeholders to support client delivery and collaboration.

This is a development-focused role, offering meaningful exposure to complex cross-border matters, with a clear pathway to growing into a full advisory capacity:
• Identify structuring opportunities that support client acquisition, retention, and cross-sell strategies.
• Understand and apply current tax and trust legislation, both domestic and offshore.
• Build confidence in navigating global tax trends and their relevance to private clients.

Experience, skills and capability

• Bachelor's degree (LLB, BCom Law, BCom Accounting or equivalent) with tax-related subjects.
• Postgraduate diploma in tax or CFP designation is an advantage (not mandatory).
• 0–5 years of relevant experience in tax, legal, accounting, or fiduciary environments (including articles or internships).
• Accounting graduates or junior CAs(SA) with an interest in private client advisory are welcome to apply.
• Law graduates or admitted attorneys with an interest in tax, estate planning, and structuring are equally encouraged to apply.
• Proactive and intellectually curious, with a strong willingness to learn and grow into a full advisory role.
• Sound legal and/or tax research and analytical skills.
• Clear, concise writing and drafting ability.
• Excellent time management; comfortable managing multiple deadlines under pressure.
• Collaborative, solutions-oriented team player with high attention to detail.
• Passionate about private client work, with a desire to develop deep expertise in tax, estate, and fiduciary planning.

Investec Culture

At Investec we look for intelligent, energetic people filled with passion, integrity and curiosity. We value individuals who in turn value our culture that is, a flexible attitude comfortable to live with ambiguity and willing to challenge the status quo. Diversity, talent and leadership are respected in pursuit of the growth of our business. People who can manage themselves and build strong relationships in order to get things done, will perform in out of the ordinary ways in our environment.