TAX PRACTITIONER INTERVIEW

by | Jun 3, 2024

Kirsten matriculated with 4 distinctions, and since obtained a Professional Certificate in Taxation with SAIT (South African Institute of Taxation), where she graduated 2nd in her class. She has over 13 years’ experience working in various corporate and small business settings. Kirsten initially joined Resolute Wealth Management as an administrator/personal assistant, before advancing into the role of Tax Practitioner & Bookkeeper. She is currently studying towards her qualification in Estate & Trust Administration, which she aims to have completed September 2024.

Can you provide an overview of your experience and background in financial management?

I joined RWM in 2015 with little no experience in the financial market. It wasn’t long (2 weeks to be exact) when I realised that my initial role (Quinton’s Personal Assistant) would be short lived. I showed interest in bookkeeping within my first month of employment and 9 years later, I am now leading up the Tax department within RWM.

What inspired you to pursue a career in finance, specifically as a Tax Practitioner?

I have always enjoyed working with numbers, and it wasn’t until I joined RWM that I realised I could embrace and “do something” with that.

How do you stay updated with the latest trends and developments in the financial industry?

As a member of SAIT (South African Institute of Taxation) I am required to achieve CPD hours. I therefore enjoy reading the SAIT Magazine and ensure that I participate in any webinar/series providing industry updates.

How do you ensure compliance with financial regulations and standards in your role as a financial manager?

Compliance in the Financial Industry is of utmost importance. Affiliation with a professional body, ie SAIT ensures that the advice and recommendations from a tax perspective meet all the compliance requirements as set out in our industry.

Are there any hobbies or interests outside of finance that you’re passionate about?

When I’m not devoted to my work, I love spending time with husband and 2 daughters. We often go for walks on the beach or bake something in the kitchen. When I do get time for myself, I enjoy going for a run or soaking up some sun with a hot cup of tea.

What’s the most valuable lesson you’ve learned during your time as a Tax Practitioner?

Paying taxes is a good thing…. It means you have MADE money!

If you could give one piece of advice to someone just starting their career in finance, what would it be?

Always remember why you chose to do what you’re doing. Never lose sight of the goal that drives you the most.

What do you enjoy most about being a part of our team/company?

Everyone is so different, yet we are the strongest team I have ever been a part of. I can honestly say that my success would not have been possible without the support of our incredible company.

Can you share a fun fact about yourself that most people don’t know?

I am half Irish and half South African

What’s your favourite book or movie related to finance, and why?

I really enjoyed watching The Wolf of Wall Street. It is “light” enough to follow, even if you don’t have much knowledge of our industry.  Some lessons the movie taught me:

  • Be compliant
  • Lead by example
  • Know what you want and work HARD for it
  • The importance of training and development
  • Be determined but wary…

If you could trade jobs with anyone in the company for a day, who would it be and why?

Quinton – I would love to be in the Plettenberg Office for a day 😊

What’s one thing you wish you had known when you first started your career in finance?

EVERYTHING changes ALL the time…

How do you approach work-life balance, and do you have any tips for maintaining it?

Prioritize what’s important and plan as much as possible. Prep for the day ahead, that meeting scheduled for tomorrow, your daughter’s lunchbox for school… it all comes down to being prepared. Success lies in preparation.

Can you share a proud moment or achievement you’ve had in your career as a financial manager?

There is nothing more rewarding than being able to help someone. I can’t help but feel proud whenever I have been able to help a client overcome a tax problem or reducing a tax liability. Their relief and gratitude make my heart warm.

What’s one thing you’re looking forward to accomplishing or experiencing in the near future, both professionally and personally?

I am due to complete my qualification in Estate Late and Tax administration in September 2024. Personally, I am committed to running my first ever 10km and have been training to achieve this by July 2024.