• Perform initial and/or final review of manager, tax senior, tax staff and intern work products. • Act as primary client point of contact for the firm. • Identify opportunities for value added services for clients by staying abreast of their business needs. • Communicate staffing and workload issues to Resource Planning. • Review and confirm assignment objectives, scope, and work plan with client. • Resolve work product issues using firm resources. • Contribute to the development and management of comprehensive strategies to identify and meet all client needs. • Identify and research technical issues to ensure compliance with federal, state, and local tax laws. • Coach and mentor staff to assist with enhancing their skills and further develop their career. • Identify and pursue new clients and identify any additional needs to cross sell other firm products and services to existing clients. • Support the partner team in the development and planning of strategy, objectives, and budgets. • Prepare and/or review monthly client bills. • Anticipate, identify, and resolve complex tax-technical issues. • Effectively manage expectations, internal and external, concerning changes in project deliverables and/or deadlines. • Participate in business development efforts by nurturing existing relationships and helping to identify new client opportunities

• Perform initial and/or final review of manager, tax senior, tax staff and intern work products. • Act as primary client point of contact for the firm. • Identify opportunities for value added services for clients by staying abreast of their business needs. • Communicate staffing and workload issues to Resource Planning. • Review and confirm assignment objectives, scope, and work plan with client. • Resolve work product issues using firm resources. • Contribute to the development and management of comprehensive strategies to identify and meet all client needs. • Identify and research technical issues to ensure compliance with federal, state, and local tax laws. • Coach and mentor staff to assist with enhancing their skills and further develop their career. • Identify and pursue new clients and identify any additional needs to cross sell other firm products and services to existing clients. • Support the partner team in the development and planning of strategy, objectives, and budgets. • Prepare and/or review monthly client bills. • Anticipate, identify, and resolve complex tax-technical issues. • Effectively manage expectations, internal and external, concerning changes in project deliverables and/or deadlines. • Support business development efforts by nurturing existing relationships and helping to identify new client opportunities

• Prepare and review individual, corporate, and trust tax returns (SARS) • Provide tax planning advice to minimise client liability within legal frameworks • Manage VAT, PAYE, and provisional tax submissions and reconciliations • Handle SARS correspondence, queries, and dispute resolution • Keep up to date with changes in South African tax legislation and communicate impacts to clients • Conduct tax risk assessments and due diligence for business transactions • Maintain accurate records and documentation for all tax engagements

Assist in day-to-day portfolio management by collaborating with portfolio managers, conducting risk analysis, and enhancing data reports for customized fixed income mandates while contributing to a high-quality team environment.