Stephen Smith

Stephen Smith Email and Phone Number

Investment Tax Manager at FNB South Africa @ FNB South Africa
johannesburg, gauteng, south africa
Stephen Smith's Location
City of Cape Town, Western Cape, South Africa, South Africa
Stephen Smith's Contact Details

Stephen Smith personal email

About Stephen Smith

Experienced Tax Manager with a demonstrated history of working in the banking, stockbroking, asset management and insurance industry. Holds technical expertise and experience across both the legislative and operational aspect of tax compliance in the investment industry across a wide range of instrument types and product wrappers.

Stephen Smith's Current Company Details
FNB South Africa

Fnb South Africa

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Investment Tax Manager at FNB South Africa
johannesburg, gauteng, south africa
Website:
fnb.co.za
Employees:
17632
Stephen Smith Work Experience Details
  • Fnb South Africa
    Investment Tax Manager
    Fnb South Africa Sep 2017 - Present
    Cape Town Area, South Africa
  • Ashburton Investments
    Client Investment Tax Team Lead
    Ashburton Investments Mar 2015 - Sep 2017
    Johannesburg Area, South Africa
    Head up a centralised tax operations team looking after multiple business units within the Group offering a multitude of different investment products.Business units and product offerings include: Stockbroking, Life insurance, Unitised funds, Private Equity, Hedge funds, Personal share portfolios.Tax types within scope include: Withholding taxes, FATCA and CRS, Capital Gains tax, Income tax, Securities Transfer Tax and cost processing of complex corporate actions.A large part of my role involves electronic data submissions to the relevant authorities which requires deep understanding of the portfolio management system feeding the reporting process and producing files in the business requirement specification.My role includes client facing operations (statements and tax certificates), ensuring tax compliance across all tax types with the revenue authorities as well as operational and back end system management responsibilities (design of processes and streamline of existing processes across all business units and multiple systems).
  • Momentum Group Limited
    Tax Accountant - Group Tax
    Momentum Group Limited Apr 2013 - Mar 2015
    Centurion, South Africa
    I am currently on a temporary transfer secondment from PwC to the Group Tax Division of Momentum Group Limited. My responsibilities revolve specifically around the following: - Dividends tax calculations and compliance in BRS format - Life Insurance tax and assisting in preparation of components of the final life tax calculation - Partnership and Trust Tax - Income Tax compliance and tax accounting - Capital Gains Tax calculations and systems testingThe scope of work includes work within the Life insurance company and work relating to subsidiaries within the Momentum Group.
  • Pwc
    Corporate Tax Consultant
    Pwc Jan 2011 - Sep 2013
    Johannesburg Area, South Africa
    I am currently in PwC's Corporate Tax Graduate Training program. I was placed in the Financial services division and therefore my client list consists of all of South Africa's Big four banks, short term and life insurance companies and financial institutions such as asset management and investment firms. Responsibilites involve tax compliance, pre-issuance, tax audit, Sarbanes-Oxley Audit (SEC clients), tax opinion writing and tax function effectiveness (TFE) work.
  • Pwc
    Tax Learning Material Developer
    Pwc Apr 2011 - Nov 2011
    Johannesburg
    I was the consultant responsible for developing the Corporate Tax Learning Material for the Eskom Back to Basics project. It involved developing process based learning guides and e-learning assessments for the Corporate Tax division of Eskom based on developed PCM's. We were responsible for ensuring that tax was correctly included and integrated into the training material across all workstreams involved.

Stephen Smith Skills

Corporate Tax Income Tax International Tax Tax Advisory Auditing Tax Accounting Financial Reporting Financial Accounting Financial Analysis Corporate Finance

Stephen Smith Education Details

Frequently Asked Questions about Stephen Smith

What company does Stephen Smith work for?

Stephen Smith works for Fnb South Africa

What is Stephen Smith's role at the current company?

Stephen Smith's current role is Investment Tax Manager at FNB South Africa.

What is Stephen Smith's email address?

Stephen Smith's email address is st****@****ail.com

What schools did Stephen Smith attend?

Stephen Smith attended Cfa Institute, Thomas Jefferson School Of Law, University Of Pretoria.

What skills is Stephen Smith known for?

Stephen Smith has skills like Corporate Tax, Income Tax, International Tax, Tax Advisory, Auditing, Tax Accounting, Financial Reporting, Financial Accounting, Financial Analysis, Corporate Finance.

Who are Stephen Smith's colleagues?

Stephen Smith's colleagues are Zamida Sheik, Shahida Mohamed, Notshali Ester Mahlangu, Hapzana Desire, Reneilwe Chabumba, Thopian Mathye, Lekintle Mankhe.

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