Account Manager

4 weeks ago


Somerset West, South Africa Helderberg Personnel Full time

My client is a well established Auditing and Accounting firm based in Somerset West. They are looking for an Accounts Manager / Portfolio Manager with Xero experience to manage their accounting portfolio.

account manager|cima|portfolio manager|saipa|xero

**Requirements**:

- BComm (Acc.) or related degree
- SAIPA/CIMA registered (or in the process of registering) with completed articles
- 1-3 Years Xero cloud-based accounting experience essential
- Accounting, Income Tax, Provisional Tax, PAYE, VAT, SARS, E-filing knowledge
- CaseWare experience
- Build and manage client relationships and ensure compliance
- Supervise bookkeeping function
- Plan and manage all client deliverables i.e. all inter-functional activities
- Complete outsourced accounting, bookkeeping and financial management functions for clients
- Prepare and submit tax returns, provisional tax, payroll, EMP201, VAT recons and related returns
- Prepare monthly management accounts and annual financial statements, as well as lead client meetings (face to face or virtually)
- Utilise CRM and Practice Management software to document required activities
- Pro-actively train and complete required CPD
- Be deadline driven
- Focussed with attention to detail
- Work well under pressure, pro-actively addressing clients’ needs with the ability to multitask and manage multiple clients
- Business minded with entrepreneurial-flair
- Have excellent communication skills


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