Liezel Morkel

Experience

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  PwC South Africa

  Jan 1997 - Oct 2000

  Assistant audit manager for 9 months. As a Trainee accountant I worked on various small, medium & large client audits, including Rentokil Initial, Warner Lambert & Shell Oil. I also spent one year in the small business department doing bookkeeping work ('box jobs'), completing tax returns & preparing annual financial statements.

  • Assistant Audit Manager

    Jan 2000 - Oct 2000

  • Accounting Trainee

    Jan 1997 - Dec 1999
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  Caltex Oil SA (Pty) Ltd (now Chevron SA)

  Nov 2000 - Oct 2001

  Special Project Resource

  Responsibilities1. Resource on Profit Centre Accounting (PCA) module on a SAP implementation project for 8months. Duties included configuration, downloading & uploading data, testing and progressreporting on project.2. Group Balance Sheet Co-ordinator: Prepared consolidated balance sheet for Caltex Africagroup for 2002 – 2004 business plan, submitted to head office in Singapore. Liaised withlocal business unit finance staff, as well as finance managers in African countries for theirinformation. Show less

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  Old Mutual South Africa

  Nov 2001 - Mar 2004

  Remuneration & Benefits consultant

  Responsibilities:1. Systems tester (Independent contractor: June 2003 – March 2004) – seconded to an OracleHR project for 9 months. Responsible for ensuring new Oracle payroll for field staffproduced correct results according to tax legislation and business processes.2. Remuneration consultant (Nov 2001 – May 2003) for OMPFA HR Remuneration andBenefits department. Duties included: Contributing to designing new remuneration project for OMPFA field staff, includingliaising with head office and regional staff (management and field staff). Package structuring of field staff, relevant income tax advice to field staff, improvementin efficiency of remuneration processes. Show less

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  Nkonki Incorporated

  Apr 2004 - Oct 2005

  Tax Manager

  Responsibility:Responsible for performing tax consulting work, described below:Key Performance Areas:1. Research on tax cases that address clients’ tax issues, including corporate tax, VAT, PAYE2. Preparing tax opinions (corporate tax, VAT, PAYE)3. Managing tax reviews (experience in VAT & PAYE reviews)4. Worked on transfer pricing review at multinational financial services company, inconjunction with Big 4 audit firm5. Liaising with SARS on behalf of client6. Providing training to staff and client staff on tax7. Preparing summaries of amendments to tax legislation for distribution to clients and staff8. Tax compliance (tax returns)9. Conducting financial controls workshops to finance staff of major energy company10. Review of internal controls and preparation of reports to management11. Preparing proposals for tenders12. Conducting presentations of proposals for management13. Managing day-to-day operations at office14. Managing trainee accountants and receptionist15. Conducting interviews of potential new employees and assisting in selection16. Approving office expenses / petty cash reconciliations17. Responsible for debtors WIP, billings and collections18. Attend networking functions Show less

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  Old Mutual

  Oct 2005 - May 2009

  Corporate Tax Consultant

  Responsibilities: Tax consulting on various issues to group companies and business units within the Life Company, mainly on corporate income tax, employees tax and international tax to a limited extent.Key Performance Areas:1. Identifying areas of weakness and improvement within the business and assisting the business with creating and implementing the necessary policies. I was responsible for putting together the OMLACSA policy on the tax treatment of incentive trips. I also assisted to a limited extent in the design of the new company cell phone policy.2. Reviewing corporate income tax returns prepared by group companies3. Assisting on the SARS Payroll audit by doing legislative research for objection letters and obtaining information for submission to SARS.4. Preparing summaries of amendments to tax legislation for distribution to the business and group companies.5. In 2007 I was responsible for managing a project within the life company to put together a file of information that SARS required relating back to the 2002 tax year. This involved 4 months of work and managing time and resources within the business to do this work in addition to their own daily responsibilities. I also had to manage the relationship and expectations of the SARS auditor who requested this information. We ended up submitting all the required information timeously and did not have any queries from SARS arising out of that submission by the time I left OM.6. I was also involved with reviewing the corporate tax implications the structuring of proposed transactions, specifically involving the group’s increased dealings into Africa. This involved a lot of research on the internet regarding the tax systems of other countries, as well as liaising with independent tax consulting firms with the resources in those other countries. Show less

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  Old Mutual South Africa

  Jul 2010 - Jun 2015

  PAYE Tax Project Practice Manager

  Responsibility:Reconciling PAYE control accounts between Corporate & retirement funds (standalone & umbrella) contributing to the final project outcome which is to reperform annual reconciliations for SARS to reduce the corporate exposure of PAYE owing to SARS.Key Performance Areas:1. Practice management: reconciliation process design, standardization of processes, knowledge expert, skills transfer, 2. Identifying areas of weakness and improvement within the project business processes and creating and implementing the necessary project governance practice policies.3. Review of large volumes of data via a SQL database & identify patterns & trends with a view to creating matching rules to facilitate easier analysis, using SQL queries and advanced Excel (e.g. pivot tables, vlookups, if statements, etc.)4. Review & approval of reconciliations of multiple data sources – reconciliation is performed programmatically for the most part, but exceptions are reported in an excel file to work through manually.5. Tax reviews, detailed & high level, of member level reconciliations to identify tax compliance issues, with a view to disclosing to SARS and/or improving business-as-usual processes6. Liaising with relevant business stakeholders to ensure reconciliation sign-offs are co-owned by business.7. Participating in & contributing to management discussions & decisions re project strategy & change management.8. Preparation of stats & monthly presentations i.r.o. reconciliations performed / reviewed / corrective actions identified for reporting to project owner & executive management.9. Providing regular training to ensure that staff are adequately trained & skilled to perform reconciliations Show less

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  Old Mutual Limited

  Jul 2015 - now

  I manage a team of 3 tax accountants directly and 2 indirectly, whose main areas of responsibility are PAYE and Third Party reporting & query handling. I provide advisory services to various operational business units for setting up relevant systems, processes & controls to enable the valid, accurate & complete reporting and risk management of the above taxes, including the provision of relevant training. I also represent my organisation on the Asisa Tax compliance & administration workgroup. I manage a team of 4 tax accountants whose main areas of responsibility are PAYE and Third Party reporting & query handling. I provide advisory services to various operational business units as regards setting up relevant systems, processes & controls to enable the valid, accurate & complete reporting and risk management of the above taxes, including the provision of relevant training. I also represent my organisation on the Asisa Tax compliance & administration workgroup.

  • Senior Tax Consultant

    Nov 2021 - now

  • Tax Consultant: Customer Tax Operations

    Jul 2015 - Oct 2021