Description
The Accountant: Corporate Financial Management Services will perform various accounting, servicing, coordinating, support, and relationship management activities to assist with the day-to-day duties of accounting and tax services for a portfolio of Corporate Clients. The strategy is to grow this service offering and team over time.
PRINCIPAL ELEMENTS AND ACCOUNTABILITIES
- Take full personal ownership, responsibility, and accountability of all transactions, interaction, and enquiries for the allocated Corporate Client portfolio. This will include, but not be limited to:
- Providing day-to-day accounting and other services to allocated clients;
- Preparing trial balances, management accounts;
- Compile client’s annual financial statements (companies and trusts);
- Carrying out, on a timely basis, all administrative tasks assigned;
- Assist the accountants with any requests that come from the client;
- Applying standard procedures to facilitate the rendering of quality services to clients in a consistent, effective, and efficient manner and exercising quality control to ensure that all accounting reports conform to set standards;
- Assisting to ensure that clients’ files (be it electronic or paper-based) are organised, complete, and up to date;
- Recording all time spent accurately to facilitate invoicing and internal reporting;
- Follow processes and procedures, working to set quality standards and keeping to agreed turn-around times;
- Ensure that client queries and/or complaints are dealt with efficiently and timeously, and escalated immediately where needed;
- Liaise with internal departments to promote clear channels of communication and working relationships;
- Provide ad hoc assistance with projects and analyses in Corporate Clients as required by Corporate Clients management;
- Perform tax computations and filing of client’s tax returns (companies and trusts).
RISK MANAGEMENT
Responsible for implementing and maintaining controls relevant to the position.
QUALIFICATIONS AND EXPERIENCE
- BComm (Accounting) or equivalent degree/diploma (preferably SAIPA registered);
- 2-4 Years practical experience in auditing or accounting, ideally in the professional services or financial services industry;
- Proven experience capturing accounting journals and compiling management accounts;
- Proven experience in preparing annual financial statements for companies and/or trusts;
- Proven experience submitting income tax and VAT returns;
- Proven experience with Draftworx Software for the preparation of financial statements;
- Experience in working with Xero Accounting advantageous.
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