Experience

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  EY

  • Auckland, New Zealand

  • Senior Manager, People Advisory Services

    • Dec 2016 - Present
    • Auckland, New Zealand

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  Standard Bank of South Africa

  • Johannesburg Area, South Africa

  • Manager, Group Tax (Remuneration and Client Tax)

    • Aug 2006 - Dec 2016
    • Johannesburg Area, South Africa

    My current responsibilities include:Tax related technical support to the Banks’ wealth-related services;Support for tax related matters that are presented for resolution either at court and / or arbitration; Tax related support in complying with Revenue Authorities’ requirements for the submission of third party data and the appointment of the Bank as an agent for the collection of outstanding taxes;Advise the International Mobility Team in respect of tax related matters;Designing Excel based models for the costing of International Assignments and for employees to estimate their tax liability and net salary;Employees’ tax risk management of payrolls in our African and International franchise;System testing in order to assess its compliance to the employees’ tax and social security related legislation in each country, throughout Africa and International; Assistance in drafting briefs for legal counsel and board papers detailing various remuneration related matters;Collaboration with the Benefits and Reward Teams in the design of bespoke reward solutions in order to assess and provide advice from a remuneration tax perspective;Extensive involvement in the tax related aspects of the various Incentive Share Schemes administered by the Bank throughout the Group; Assistance in the design and tax administration of long-term incentive schemes and drafting tax related communication with share scheme participants; andMaking recommendations to subsidiaries on how to improve the tax effectiveness of their structuring.

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  KPMG

  • Johannesburg Area, South Africa

  • Senior Tax Consultant, International Executive Services

    • Oct 2003 - Aug 2006
    • Johannesburg Area, South Africa

    Responsibilities:As a Senior Tax Consultant in the Global Mobility and Employment Tax Advisory Services Division of KPMG’s Tax and Legal Division I was required to manage several clients’ tax affairs, including the preparation of annual tax returns; and any other issues ancillary thereto, such as the checking of assessments from Revenue Authorities; and other various matters.I was extensively involved in the drafting of opinions relating to Global Mobility Services and personal international tax issues including the question of tax residency, the tax relief that is available to expatriate employees seconded to South Africa. In addition thereto, I was required to draft opinions on a wide variety of other issues including, inter alia, estate planning, corporate governance, etc.I extensively used my knowledge of the Exchange Control Regulations applicable in South Africa to assist my clients with immigration issues and the movement of funds offshore for investment purposes.The analysis and assessment, from a tax perspective, of the Share Incentive related Schemes offered by clients to their globally mobile employees.Achievements:I was asked to be a member of the Exchange Control “Amnesty Team”, within the International Tax Business Unit, which assisted clients with advice and with the preparation of applications to the “Amnesty Unit” in relation to past exchange control and domestic tax violations. The presentation of innovative and timely solutions to companies seeking to expand their business to South Africa.