Job Description
Introduction
Momentum Group, through its client-facing brands—Metropolitan, Momentum, and Multiply (a wellness and rewards program)—alongside specialist brands like Guardrisk and Eris Property Group, empowers individuals and businesses to achieve their financial goals. We help clients grow savings, protect assets, and invest for the future, while supporting companies in caring for and rewarding employees. Our financial solutions are delivered through a network of advisers, independent brokers, and innovative digital platforms. Visit us at www.momentumgroupltd.co.za.
Disclaimer
Applicants are encouraged to verify the authenticity of this job posting on our official career page.
Role Purpose
Ensure the accurate preparation and submission of tax-related information within agreed service levels, supporting the operations of FAW Umbrella Funds, Momentum Corporate Preservation Funds, and private funds.
Requirements
- Matric or equivalent qualification.
- Minimum of 2 years’ experience in the insurance or financial services industry.
- Exposure to pension fund administration.
- Intermediate proficiency in Microsoft Excel.
- Experience with the Orbit system (advantageous).
Key Responsibilities
Internal Operations
- Reconcile tax amounts to ensure account balances are accurate.
- Prepare and process monthly journals for SARS payments.
- Investigate and resolve discrepancies in tax reconciliations.
- Prepare and submit monthly, bi-annual, and annual tax reports, including EMP201 & EMP501.
- Manage IT88 reconciliations and monthly submissions.
- Ensure timely submission of tax reports and returns to SARS.
- Address and escalate client tax-related queries as needed.
- Provide guidance to administration teams on tax-related matters.
- Identify and implement process improvements to enhance cost-effectiveness and operational efficiency while ensuring compliance with legislative requirements.
- Assist with prior-year tax queries and escalations.
- Generate and issue manual tax certificates as required.
- Attend to escalated Jira queries.
- Reconcile unissued tax certificates and coordinate with administration teams for resolution.
Client Services
- Resolve client queries within agreed timeframes.
- Build and maintain strong relationships with internal and external stakeholders.
- Ensure adherence to service level agreements with stakeholders and clients.
- Recommend improvements to enhance client service delivery.
- Foster a client-centric culture that encourages feedback and enhances service quality.
People & Development
- Provide specialist knowledge and leadership to colleagues, fostering positive expectations.
- Continuously develop expertise in industry trends and apply knowledge effectively.
- Manage change positively and provide support where needed.
- Contribute to continuous innovation by sharing and implementing new ideas.
- Promote a productive work environment focused on service excellence and quality management.
- Take ownership of personal career growth and development.
Finance & Compliance
- Contribute to budget planning and cost management in line with operational goals.
- Identify and implement solutions to improve cost-effectiveness and efficiency.
- Adhere to governance, policies, and legislative requirements within the area of specialization.
- Escalate unresolved policy or governance compliance issues through appropriate channels.
- Participate in risk identification and communicate recommendations for resolution.
Competencies
- Client commitment
- Results-driven approach
- Strong collaboration skills
- Ability to influence and create impact
- Self-awareness and insight
- Embracing diversity and inclusivity
