Senior Tax Specialist

Job Purpose

To support the delivery of the Nedbank Corporate & Investment Banking (CIB) tax strategy by providing commercially relevant tax advice, insights, and guidance to business stakeholders.

Job Responsibilities

Regulatory Impact Assessment

• Engage with CIB business units to assess the tax implications of new and existing legislation.
• Identify potential opportunities and risks for transaction structures arising from regulatory changes.
• Prepare initial tax-related inputs for internal proposals and business assessments.

Training

• Contribute to the development of tax training initiatives derived from regulatory assessments.
• Deliver tax training sessions as required.
• Provide input into ongoing formal training programmes.
• Review and contribute to tax-related training materials to ensure alignment with the organisation’s tax interpretation standards.
• Oversee the design and ongoing maintenance of the tax knowledge repository.

Tax Review & Advisory

• Identify tax planning opportunities and potential tax risks, proposing suitable structuring solutions to support sound transaction decision‑making.
• Support transaction teams throughout the approval and implementation lifecycle by providing tax‑related insights.
• Assist with preparing tax‑related content for transaction approval documentation.
• Review draft legal agreements to ensure appropriate tax considerations have been incorporated.
• Prepare briefing material for external tax counsel when required.
• Collaborate with internal finance and accounting teams where accounting treatments have tax implications.
• Participate in negotiations with clients and advisors concerning tax‑related matters within transaction documentation.

Tax Compliance – Dispute Resolution

• Prepare responses to tax authority queries or disputes.
• Compile briefs for external counsel as necessary.

Stakeholder Relationships

• Engage with senior stakeholders across CIB on technical tax matters and support day‑to‑day tax‑related queries.

Leadership

• Manage day‑to‑day operational delivery and oversee the performance and development of team members.

Essential Qualifications - NQF Level

• CA(SA)
• Postgraduate qualification in Taxation (Dip Tax / MCom Tax)

Minimum Experience Level

• 7–10 years' experience in financial services and/or tax advisory.
• Experience in banking and/or consulting environments, particularly within CIB‑related activities.

Technical / Professional Knowledge

• Income Tax, VAT, Securities Transfer Tax
• Domestic and international tax
• IFRS (with emphasis on IFRS 9)
• Tax dispute processes and procedures

Behavioural Competencies