Position title
Tax Data Analyst / Tester


This role is mainly responsible for validating and reconciling data from multiple sources and applying relevant tax knowledge to ensure extensive accuracy thereof. The data relates to client investment activities and the various tax implications thereof. A basic understanding of investments and tax is therefore advantageous. Additionally, performing data manipulation and descriptive data analysis to ensure reasonability. The ideal candidate must have experience analysing financial information and therefore very comfortable working with numbers.





  • Matric
  • Degree / Diploma in relevant qualification
  • Minimum 2 – 4 years relevant Financial Analysis experience in the Financial Services industry
  • Basic knowledge of investments, capital gains tax, corporate actions, foreign exchange advantageous
  • Advanced Excel
  • Strong analytical skills and problem solving skills
  • Very high attention to detail and accuracy
  • Ability to work under pressure in a fast-paced environment
  • Strong communication skills and excellent stakeholder engagement at various levels


Key responsibilities will include, amongst others, the following:

  • Extensive analysis of relevant client financial information to ensure validity, completeness, accuracy, and correct recording into the client administration system
  • Performs data quality checks, reconciles and validates results and implements solutions to support business requirements
  • Collates information in predetermined formats or formats developed by the individual
  • Extracts and analyses data from various sources and integrates data accordingly to meet business objectives
  • Performs data manipulation and descriptive / exploratory data analysis
  • Simplifying and communicating complex financial information
  • Liaises with external and internal stakeholders appropriately to achieve desired outcomes
  • May be required to translate complex data and/or instructions into meaningful outcomes
  • Required to interpret data and provide meaningful recommendations to the business
  • Individually accountable for managing own time, tasks and output quality


021 461 1369

Employment Type
Duration of employment
12 months
Financial Services Industry
Job Location
Cape Town, Western Cape, South Africa
Date posted
February 28, 2024
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Position: Tax Data Analyst / Tester

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