Client Manager

2 weeks ago

Somerset West, Western Cape, South Africa Helderberg Personnel Full time
My client, an established Accounting and Auditing firm seeking to employ a
Client Manager to join their team.

accounting|client manager


The position as Client Manager | Accounting will form part of the Business Solutions Division, comprising Accounting, Payroll and Company Secretarial functions.


  • Registration as a Professional Accountant at SAIPA or registration with SAICA / CIMA;
  • Experience and good knowledge of IFRS, IFRS for SMEs, VAT, Income Tax and Companies Act;
  • Technical proficiency in CaseWare Working Papers, eFiling, recognized accounting software and the Microsoft office suite;
  • Proven competence in the management of client portfolios and staff;
  • A valid driver's license and own vehicle.

The key responsibilities include:

  • Client portfolio management and strategic management
  • Management of client portfolio consisting of a wide variety of small to medium sized clients, including individuals, trusts, closed corporations, private companies and nonprofit organisations;
  • Project management of accounting (referred to as business solutions), as well as related services to clients;
  • Delivery of quality work through the maintenance of accounting standards;
  • Workflow management and client group coordination;
  • Financial budget and KPI management on client groups, as well as billing processes;
  • Delivery of a support function to directors and associates of the firm, compliance to statutory obligations, as well as dealing with the resulting client inquiries in order to drive the firm's client strategy.

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