Kerry-Lee  Barker

Specialist Consultant

LLB, BCom

Languages

English

Practice areas

• Tax planning and consultancy

Practice notes

Kerry-Lee provides tax advisory support to our KZN commercial department, largely focusing on assisting businesses with all the tax related aspects of employment.

Kerry-Lee has 13 years of post-qualification experience in assisting clients with solving important tax problems. Her career in tax started when she joined a big 4 firm in 2010, where she spent 9 years and headed up the Employment Tax Department in KZN. In 2019, Kerry-Lee joined a highly respected local tax consultancy association, ThinkTax, and continues her affiliation with this group of independent tax practitioners who collaborate to provide comprehensive tax services. Now also part of the commercial department in our KZN office, Kerry-Lee can assist you, as an individual or a business, with your tax planning, implementation, compliance, and dispute resolution needs, particularly in matters relating to employment taxes.

Kerry-Lee’s experience includes:

• General income tax advisory services including tax legal opinions, voluntary disclosure applications and advance tax ruling applications;

• Employees’ tax reviews and due diligence (buy and sell side);

• Employee and executive incentive and share schemes, including advice on both the design elements of the scheme and the associated tax implications;

• Advising on aspects of international employee assignments, the foreign employment exemption and tax residency;

• Remuneration structuring and the taxation of independent contractors;

• Taxation of pensions and all other employment benefits;

• Consulting on the Employment Tax Incentive; and

• Taxation of local and offshore trusts, including employee share trusts.

Kerry has provided tax advice to multinationals, public and private clients carrying on business in South Africa across many industries, including agriculture, retail, media, logistics, mining, oil and gas, manufacturing, telecommunications, education, banking, construction, and hospitality. She has also assisted public benefit organisations, sporting unions and employers in the public sector.