To apply, click on the link at the end of the posts and all the best with your applications

Data Analyst – Sandton

Job Description

Our client is looking for a dynamic, energetic and self-motivated individual to work from their Johannesburg Office. They will be responsible for analysing data of clients and potential clients, with a goal of quantifying value available and using this to drive sales and kick off operations.

Key Areas of Responsibility

· Analyse income reports with extreme focus on high quality output
· Quantify claimable amounts, making use of existing databases of laws and treaties
· Perform detailed investigations to identify potential gaps in a client’s reclaim service to ensure we offer optimal cover of withholding tax reclaims
· Summarize data in a way that is concise and easily digestible to internal and external stakeholders
· Create cases on our internal operations system (Salesforce) based on the outcome from an analysis to kick off the claiming process
· Ensure analyses safeguard client, custodian (client’s FSP) and company interests by factoring in all potential risk factors
· Understand fund structures and the impact on taxation
· Remain knowledgeable of market and industry trends

Individual Requirements

· Advanced Excel skills
· Deadline driven
· Disciplined and motivated
· Analytical thinker
· Mathematical background
· Works well in teams
· Easily adaptable to new challenges
· Keen to learn new software/skills
· Problem solving ability
· Ability to communicate complicated concepts in a straightforward manner
· Attention to detail is very important

Qualifications and Experience

· Graduate in either BSc Maths and/or Stats /BSc/BCom
· Very strong academic background
· Good command of English Language – written and oral

Click here to apply

Financial Manager: CA(SA) – Sandton

Job Description

POSITION OVERVIEW
We are seeking a Financial Manager to support the Financial Reporting function. The role is responsible for managing the end‑to‑end accounting and reporting processes for allocated entities, ensuring accurate financial records, timely reporting, and strong audit and compliance outcomes.

KEY RESPONSIBILITIES
• Manage the end‑to‑end monthly accounting cycle for key legal entities.
• Responsible for revenue accounting on ERP and accounting systems.
• Ensuring accurately and timely reporting to internal and external stakeholders.
• Ensure compliance with IFRS standards and financial statement preparation.
• Oversee statutory submissions including VAT and income tax, in collaboration with external tax advisors.
• Manage the external audit process for assigned entities, including audit planning and resolution of audit queries.
• Ensure audit readiness and timely delivery of requested information.
• Collaboration with various teams to achieve goals.
• Review and oversee the work of an assigned accountant to ensure accuracy and completeness.
• Collaborate with internal teams and senior management on financial projects and initiatives.

WHAT YOU BRING
EDUCATION:
• CA(SA) Qualification
COMPETENCIES:
• Knowledge of IFRS and financial reporting
• Advanced Excel skills
• Strong time management and ability to meet deadlines
• Excellent communication and problem-solving skills
• Attention to detail and high level of accuracy
THE FOLLOWING WILL BE ADVANTAGEOUS:
• Experience with Sage X3 or similar ERP systems.
• Prior audit experience

Click here to apply

Product Development and Growth Manager – Sandton

Job Description

POSITION OVERVIEW
The Product Development & Growth Manager is a high impact, strategically pivotal role at the intersection of
innovation, research, commercialization, and market expansion. Working directly with the Chief Commercial & Product Officer, you will shape the next generation of our product offerings — from inception to validation to market entry.
This role goes beyond traditional product management. It requires a visionary thinker, a data driven strategist, a technical research expert and a curious problem solver who is energized by uncovering white space opportunities in the tax, compliance and broader financial services ecosystem. You will generate and validate product hypotheses, dive deep into technical frameworks, scope commercial potential, and play a key role in determining where we grow next.
You will thrive here if you enjoy turning complexity into opportunity, building robust business cases from scratch, and influencing strategic direction across a global organization.

KEY RESPONSIBILITIES
1. Product & Market Opportunity Discovery
• Scout, evaluate, and prioritize new product opportunities across tax recovery, compliance, regulatory
reporting, and institutional financial services landscapes.
• Perform deep dive technical and regulatory research to validate product feasibility and identify market
pain points worth solving.
• Build opportunity maps and frameworks to support short , medium , and long term product innovation
roadmaps.

2. Strategic Market Research & Insights
• Lead competitive intelligence efforts, analyzing global trends, shifts in legislation, client behaviors, and
emerging technologies.
• Collaborate with cross functional teams (Operations, Compliance, Sales, Technology, and Data) to
synthesize insights and shape opportunity assessments.
• Translate ambiguous, complex datasets into clear, actionable strategic insights.

3. Market Sizing & Expansion Strategy
• Support commercial team with market sizing models to quantify opportunity scale and revenue
potential.
• Support go to market strategy development for new regions or verticals.

4. Commercial & Financial Modelling
• Support the commercial team in developing robust commercial and financial models, including pricing
scenarios, cost structures, revenue projections, sensitivity analyses, and ROI frameworks.
• Create compelling business cases to support investment decisions and influence leadership.
• Conduct scenario modelling and risk assessments to guide decision making.

5. Innovation, Execution & Cross Functional Collaboration
• Act as a champion for innovation, fostering a culture of experimentation and continuous improvement.
• Work closely with the technology and operations teams to shape MVP definitions and implementation
pathways.
• Support pilot programmes, early stage client testing and iterative refinements.

WHAT YOU BRING

EDUCATION:
• CA, Engineer, or equivalent qualification in finance, quantitative fields, engineering, or related disciplines.

EXPERIENCE:
• Ideally minimum 1 year in product management, business analysis, strategy, corporate development, or
similar roles.
• Experience in financial services, taxation, compliance, or regulatory technology is a strong advantage.

COMPETENCIES & SKILLS:
• Exceptional analytical capability and attention to detail.
• Strong technical research skills and ability to interpret regulatory or financial frameworks.
• Proficiency in Excel
• Excellent written and verbal communication skills; adept at crafting business cases and executive ready
presentations.
• Entrepreneurial mindset with strong ownership, creativity, and drive
• Strategic & Commercial Acumen
• Entrepreneurial DNA
• Technical Curiosity & Research Excellence
• Data Storytelling & Influence
• Cross Functional Leadership Skills

Click here to apply

Head of Engineering – Sandton

Job Description

POSITION OVERVIEW
Our client is looking for a Head of Engineering to lead the technical direction of our software engineering team. Reporting to the Head of Tech, you’ll be the most senior technical voice in the team and play a key role in how we design, build, and scale our platforms.
This is a leadership role, but it is technical first. You’ll spend your time shaping architecture, setting engineering standards, guiding technical decisions, and supporting the growth of the developers around you. You’ll also stay close to the code when it matters, helping the team solve complex problems and deliver high-quality solutions.
We’re looking for someone who has earned the right to lead through strong technical depth, sound judgement, and a genuine passion for building excellent software.

KEY RESPONSIBILITIES
• Lead architecture and technical direction across the software engineering team, setting clear standards,
patterns, and technical guardrails.
• Guide the evolution of our platform, making thoughtful, evidence-based decisions about how our systems should grow and scale.
• Champion engineering quality through test-driven development, strong code review practices, automation,
and modern development standards.
• Coach and mentor senior developers, helping them grow their technical confidence, ownership, and influence.
Provide guidance across the broader technology stack, not just within a single platform or area of
expertise.
• Work closely with the Head of Tech, product, and business stakeholders to turn business goals into
strong technical outcomes.
• Support a collaborative engineering culture built on curiosity, ownership, constructive challenge, and
continuous improvement.
• Stay curious about new technologies, including AI enabled engineering practices, and help the team
apply them in practical, valuable ways.

WHAT YOU BRING
EDUCATION:
• Bachelor’s degree in Computer Science, Engineering, Mathematics, or a related field, with a strong academic record.
EXPERIENCE:
• 8+ years’ experience in software development, with a track record of shaping how teams build, not only shipping code.
• 5+ years of hands-on Java experience in production environments.
• 3+ years of hands-on Salesforce / Apex experience preferred.
• Experience leading architecture across multiple developers or teams, ideally in a growing environment.
• Hands-on experience building and maintaining CI/CD pipelines, automated testing, and deployment workflows on GitHub.
• Strong experience with modern engineering practices, including code reviews, test-driven development, automation and maintainable system design.
• Experience mentoring and developing developers across seniority levels.
SALESFORCE CERTIFICATIONS
• Platform Developer I strongly preferred.
• Platform Developer II, Application Architect, System Architect or Technical Architect preferred.
COMPETENCIES:
• Strong technical judgement and the ability to make clear, practical architecture decisions.
• Ability to communicate complex technical ideas clearly to both technical and non-technical stakeholders.
• A collaborative, team-first mindset with the confidence to challenge constructively when needed.
• Strong ownership, accountability, and follow-through.
• A passion for developing people and raising the technical standard of the team.
• Curiosity about new technologies and a practical understanding of how they can improve engineering outcomes.
BONUS POINTS:
• Experience with penetration testing or security-conscious engineering.
• Front-end development skills.
• Experience designing RESTful APIs and integration architecture at scale.
• Agile / Scrum leadership or facilitation experience.
• Experience using AI tools to improve software development workflows.

Click here to apply

Legal Queries Administrator- Sandton

Job Description

POSITION OVERVIEW
We are seeking a Legal Queries Administrator to manage legal office queries, oversee administrative projects, and provide vital support to our legal team and leads. The ideal candidate will possess exceptional administrative skills, a meticulous attention to detail, and the ability to thrive in a hybrid work environment.

KEY RESPONSIBILITIES
• Receive, assess, and allocate legal office queries to the appropriate legal team members for resolution.
• Manage and prioritize multiple administrative projects simultaneously, ensuring deadlines are met and
objectives are achieved.
• Provide comprehensive administrative support to legal team members and leads, including scheduling
meetings, preparing legal documents, and managing legal correspondence.
• Collaborate effectively with legal colleagues to ensure smooth workflow and efficient resolution of legal tasks.
• Work well with a partner to achieve common legal goals and objectives.
Utilize Microsoft Office Suite and other online systems proficiently to carry out legal administrative duties
effectively.
• Maintain accurate records and documentation related to legal queries, projects, and legal team activities.
• Proactively identify areas for process improvement within legal operations and implement solutions to enhance efficiency and effectiveness.
• Adhere to legal and company policies and procedures, ensuring compliance with relevant regulations and
standards.

WHAT YOU BRING
EDUCATION:
• Bachelor’s degree in Commerce, Law, or related field.
EXPERIENCE:
• Proven experience in an administrative role within a legal environment, with a strong emphasis on organization and attention to detail.
•
COMPETENCIES:
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and familiarity with online legal systems.
• Excellent communication skills, both written and verbal, with the ability to communicate effectively with legal professionals.
• Ability to work independently and prioritize legal tasks effectively in a hybrid work environment.
• Strong problem-solving skills and the ability to adapt to changing legal priorities.
• A team player with a positive attitude and willingness to collaborate with legal colleagues.
• Demonstrated ability to maintain confidentiality and handle sensitive legal information with discretion.

Click here to apply

Custodian Network and Operations Manager

Job Description

Purpose of the Role:

Our client is looking to fill a key and exciting role in its custodian operations and network service team. They are looking for a hard-working individual to maintain operations, processes and relationships with the global custodian banks they work with, to provide an efficient and seamless tax reclaim service to their clients. In this position, you will be allocated a basket of custodians to take responsibility for, together with your direct reports (Custodian Network Executives) and will be required to ensure that they obtain all relevant documentation from these custodians for their mutual clients.

The Custodian Network Executives are expected to:
1. Establish and cultivate relationships with some of the largest custodian banks globally
2. Have a clear understanding of your custodian’s process for handling our requests and ensure we work within their defined framework
3. Work with representatives at your custodians to find efficiency in the processes between the client and them
4. Manage and consolidate any queries that may arise from various foreign tax offices
5. Resolve custodian bank complaints by investigating problems; developing solutions; preparing reports; making recommendations to management and following up with custodian banks and internal stakeholders
6. Build and maintain strong internal relationships with the departments in the company who subsequently process claims based on documents you have obtained as well as the client service team who manages relationships with our clients

As the Custodian Network Manager, you are expected to:
1. Build strong partnerships with Custodian banks based on trust and delivering value to mutual clients
2. Prepare reporting and presentations for Custodian stakeholders to effectively communicate value extracted
3. Provide oversight and assist your team of Custodian Network Executives to ensure that all issues are raised with and ultimately resolved for the custodians within your basket
4. Learn and share knowledge about the structure and processes at your custodians and how this can be linked to those at the company
5. Perform ongoing reviews and follow ups on open items with your team (client onboarding, data analysis, obtaining documents, uploading documents etc.) with the goal of assisting them to complete what is needed and resolve any blockers where they cannot do so independently
6. Be on top of and know exactly what is going on with every custodian within your basket as well as maintaining knowledge on issues within your basket and working actively to resolve them
7. Assist your Executives with planning to hit targets and prioritization of workload
8. Maintain and monitor KPIs within your team

KEY RESPONSIBILITIES
• Ensuring that the company successfully obtains all required documentation from Custodian Banks is the responsibility of the Custodian Network Manager.
• Ensure that all value for clients is reclaimed within deadlines, and all documents are received timeously from custodian banks.
• Work with Custodian contacts to ensure that we are able to maximize recovery yields for the clients.
• Provide input and drive resolution of hurdles put in place by custodians through your knowledge of their processes and organizational incentives liked with an ability to work with internal departments.
• Ensure client team and other relevant internal stakeholders have as regular updates and necessary info on process as is required/desired. Work closely with the Team Leader as well as Legal, Operations, and
Client Service teams to align on litigation approaches and documentation needs.
• Liaise with foreign tax authorities, external agents/attorneys, and international offices during disputes.
• Maintain professional and technical knowledge by taking advantage of the tools provided by the organization.
• Meet or exceed submission targets as set out by the business.
• Review and maintain quality of work of Custodian Network Executives.
• Act as a support to and mentor for the members on your team.
• Team operates on a 24-hour response time to external emails, ensure this is maintained.

EDUCATION
• Professional Commerce/ Finance degree or similar ideally with Honours

EXPERIENCE
Must have:
• Minimum 5 years work experience, ideally within professional corporate environment with minimum 2 years
experience leading a team or
• Qualified finance professional such as CA(SA) or CFA with work experience
• Client facing experience in a senior professional capacity is a must
• Evidence of outperforming and exceeding expectations in previous role

Click here to apply

Regional Director, Business Development

Job Description

Our client is looking for an experienced sales person to take a lead role in expanding our presence in the withholding tax recovery market. This is an individual contributor sales role that is focused on generating new business.
KEY RESPONSIBILITIES
• Researching opportunities for their services with prospective clients
• Determining appropriate sales strategy, contacts and outreach approach
• Building a new business pipeline through prospecting (cold calling, emailing etc.), meeting with potential clients and running with the actual sales from initial meeting to contract execution (including analyzing commercials to ensure they maximize value from all deals)
• Preparing material for potential clients including board presentations, running with RFPs and related sales documents
• Owning annual sales targets and striving to achieve and exceeds sales targets at all times
• Building the company brand through event attendance, publishing content, showcasing their capabilities and networking in the market
• Utilizing MEDDICC sales methodology (or similar frameworks) to enhance sales effectiveness and pipeline management
• Maintaining professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; and participating in professional societies
REQUIREMENTS
• CA/CFA with a minimum of 2 years’ post articles experience
• BCom with sales experience in banking or financial services
• Ability to engage clients at all levels from administrators to C-level contacts
• Ability to multi-task in a fast-paced environment
• Excellent listening, negotiation and presentation skills as well as communication skills
• Proactive, creative, and highly motivated approach to achieving results
• MEDICC sales training preferable
• Willingness to travel as required
WHY YOU’LL LOVE WORKING HERE
• Work hard. Laugh harder. Get rewarded.
• With us, merit matters. No politics, just performance.
• We’ve built a workplace that runs on caffeine, curiosity, and good vibes!
• Our inhouse Café has the best (and cheapest) coffee in Melrose Arch
• Tuesday nail salon pop-ups
• Book club and games corner
• Daily chocolate drops
• Walking pads + standing desks
• Unlimited popcorn (we’ve tried to finish it)
• Shorter Fridays
• Mother’s room
• “First Fridays” social hangouts

Click here to apply

Finance Operations Administrator – Sandton

Job Description

POSITION OVERVIEW
Our client is looking for an individual to join the Operational Finance and Treasury Team. This role centres
on providing hands-on support to the Operational Finance and Treasury team. You’ll help keep financial
processes running smoothly, assist with essential treasury activities, and play an important part in
ensuring the business operates with accuracy and efficiency.

KEY RESPONSIBILITIES
• Work closely with the Client Debtors Team and Treasury Team in the completion of daily or monthly tasks
and ad-hoc projects.
• Preparation and checking of the Client Payment Run.
• Identifying, allocating and recording refunds received in the business.
• Preparation and follow ups on client invoices.
• Follow ups on outstanding claims with tax offices.
• Monthly assistance with the client payment run.
Perform analyses and investigations, as required.
• Assistance with the external audit.

EDUCATION:
• Bachelor’s degree in Finance or Finance related field.

COMPETENCIES:
• Exceptional organizational and time management skills to handle multiple tasks efficiently.
• High attention to detail with strong problem-solving abilities to ensure accuracy and effective issue
resolution.
• Strong verbal and written communication skills for clear and professional client and stakeholder
engagement.
• Ability to multi-task and prioritize effectively in a fast-paced environment.
• Proficiency in Microsoft Excel, Outlook, and Word, with strong analytical skills (advanced Excel skills
advantageous).
• Proactive, creative, and highly motivated approach to achieving results.
• Positive attitude and a collaborative approach to working within a team

Click here to apply

Spanish speaking Client Service Executive – Sandton

Job Description

Job Description

This role would be ideal for someone who:
• Has experience working with corporate or enterprise-level clients
• Thrives in a fast-paced environment where multi-tasking is required
• Has excellent organization skills and is able to keep track of evolving requirements and outstanding items across various channels
• Thrives in a client-facing environment where relationship-building, strategic thinking, and operational excellence are key.
• Understands the dynamics of global markets and can navigate cross-cultural communication effectively.
• Is comfortable managing multiple stakeholders and delivering high-touch service in a fast-paced, performance-driven setting.
• Has a background in account management or client relationship management and is looking to grow within a globally oriented organization.

Click here to apply

Relationship Manager – Wealth, Pretoria

Job Description

Job Description

Relationship Manager – Wealth (Pretoria)

This role will report to the Regional Manager of the Inland area and will act as a support to the Business Consultants who focus on the Wealth sector. As a Partnerships consultant, you will have a focus on servicing our Partners to an exceptionally high standard.

Job Description:

We are seeking a motivated and detail-oriented support specialist to provide administrative and operational support to the Distribution Team. This role will play an integral part in streamlining our ability to service clients whilst the Business Consultants focus on driving revenue and achieving targets. Your contribution will help to foster strong relationships with partners and enhance the overall efficiency of the sales team.

Requirements

Operations:

•  Support the Business Consultants with Partner queries relating to processes or the status of their clients’ transactions

•  Assist with the Partner month end administration

•  Keep CRM up to date by:

Update notes accurately on interactions with Partners

Maintain and proactively update contact information

Perform ongoing remediations to ensure data integrity

Log meetings held with Partners and notes regarding what was discussed in the meetings

•  Assist with partner event planning and marketing material for BC meetings or events

•  Build a comprehensive knowledge of FX sales, systems and processes  

Management:

•  Regularly visit our partners for training, process updates and relationship management

•  Proactively set up meetings with partners as per the quarterly requirements.

•  Attend meetings with Business Consultants to build good relationships with key partners

•  Maintain a good working relationship with support teams across the business to ensure that the client is offered the best possible service

•  Assist with booking meetings with existing Partners where Business Consultants need to attend a meeting with the Partnerships Consultant.

•  Training and follow-ups to ensure that all Partners are making use of all our value-added services and products.

Skills & Requirements:

•  Adhering to good practice, ethical principles and values

•  Ambitious self-starter who will be able to deliver results

•  Takes ownership of learning and development

•  Determined, positive attitude that will rub off on your colleagues and business prospects

•  Superior relationship-building skills

•  Excellent oral and written communication skills are crucial

•  Excellent time management skills and ability to prioritise and multitask in a fast-paced environment

•  Supportive of change initiatives and able to adapt to new information or processes

•  Bilingual in English and Afrikaans would be advantageous

Qualifications:

•  Minimum qualification – Matric & degree

•  A relevant business qualification would be helpful

•  FAIS compliant qualification, or willing to work towards obtaining FAIS compliance

•  Fluent in Afrikaans is a requirement

Experience:

•  Sales experience in the Wealth industry would be advantageous

•  An understanding of the Wealth and Asset Management industry would be advantageous

•  Entrepreneurial experience would be advantageous

Click here to apply

We wish you al the best with your applications