Main Responsibilities

• Tax Compliance and Reporting
• Ensure timely and accurate preparation, filing, and payment of all statutory taxes including corporate tax, VAT,
• PAYE, withholding tax, excise duty, and other levies.
• Oversee tax compliance for both insurance and pension business segments, ensuring correct treatment of exempt and taxable pension schemes.
• Review and validate withholding tax deductions and remittances for supplier, intermediary, and professional payments.
• Ensure accurate tax computations and reconciliations for investment income including interest, dividends, rent, and capital gains.
• Maintain up to-date tax schedules, ledgers, and supporting documentation.
• Tax Planning and Advisory
• Advise management on tax implications of insurance, pension, and investment transactions.
• Evaluate investment structures and asset allocations for tax efficiency in compliance with applicable tax laws
• Review the tax implications of new insurance and pension products and fund structures
• Monitor tax legislation changes and provide proactive advice on their potential impact to the business and pension funds.
• Tax Risk Management and Audit Support
• Maintain comprehensive documentation to support tax positions for corporate, pension, and investment activities.
• Coordinate and manage responses to KRA and RBA tax audits, queries and reviews.
• Identify potential tax exposures and recommend effective mitigation strategies.
• Support internal and external audits by providing tax related schedules and reconciliations.
• Accounts Payables Management
• Oversee end to end accounts payable operations, ensuring timely and accurate processing of supplier, agent and service provider invoices.
• Ensure adherence to company payment policies, approval hierarchies and internal controls.
• Review and validate supplier documentation for tax compliance including VAT, e-TIMs and withholding tax applicability.
• Monitor vendor account reconciliations, aging analysis and timely resolution of outstanding balances.
• Supervise preparation of payment runs and ensure proper authorization and documentation before disbursement.
• Ensure accurate posting of transactions in the ERP and proper classification of expenses.
• Drive process improvement and automation initiatives to enhance AP efficiency and reduce processing timelines.
• Ensure accurate and timely remittance of statutory deductions, taxes and third-party payments.
• Liaise with the Treasury team to manage payment scheduling, liquidity planning and cash flow requirements related to AP and tax obligations.
• Continuous Improvement and Stakeholder Management
• Liaise with KRA, RBA, auditors, tax consultants, and suppliers on tax and payment matters.
• Provide training to finance and business teams on tax compliance and accounts payable processes.
• Support development and implementation of dashboards and automation to improve accuracy and efficiency in tax and payables management.
• People & Culture
• Team Leadership: Build and lead cross-functional teams, fostering collaboration, accountability, and high performance across diverse skill sets and departments.
• Retention KPI: Achieve a regrettable turnover rate below 5% annually within finance teams by promoting a supportive environment, career growth opportunities, and recognition.
• Employee Engagement Score (EES) KPI: Drive a 10% year-over-year increase in EES through team-building, transparent communication, and empowerment initiatives.
• Cultural Alignment Index (CAI): Attain the Company’s CAI target score by embedding Jubilee’s values (e.g., innovation, teamwork, excellence) into project execution and team dynamics.
• Skill Development: Provide mentorship and training to team members on departmental tools, techniques, and industry-specific knowledge, enhancing capability.
• Conflict Resolution: Mediate and resolve team conflicts or stakeholder disputes, maintaining morale and focus on project goals.
• Resource Advocacy: Advocate for team needs (e.g., additional resources, training) to senior management, ensuring departmental success and staff well-being.

Key Competencies

• Strong technical knowledge of tax and financial accounting principles.
• High attention to detail and accuracy.
• Excellent analytical, organizational, and problem solving skills.
• Strong interpersonal and communication abilities.
• Integrity, confidentiality, and professional ethics.
• Proactive and results oriented with the ability to manage multiple priorities.

Academic Background & Relevant Qualifications

• Bachelor’s degree in Accounting, Finance, Economics, or a related field.
• CPA (K), ACCA, or equivalent professional qualification.
• At least 5 years’ experience in taxation and accounts payable, preferably in insurance, pension, or financial services sectors.
• In-depth knowledge of Kenyan tax laws including Income Tax Act (Cap 470), Retirement Benefits Act, Insurance Act and VAT Act.
• Familiarity with taxation of investments (interest, dividends, capital gains).
• Proficiency in iTax, ERP systems (e.g. Oracle), Power BI tools and Microsoft Exc