Senior Financial Services Coordinator

1 month ago


Somerset West, Western Cape, South Africa Helderberg Personnel cc Full time
Account Manager

We are seeking a highly skilled Account Manager to join our team at Helderberg Personnel cc.

Key Responsibilities:

  1. Build and manage strong client relationships, ensuring compliance with all relevant regulations.
  2. Supervise the bookkeeping function, ensuring accurate and timely financial records.
  3. Plan and manage all client deliverables, including outsourced accounting, bookkeeping, and financial management functions.
  4. Prepare and submit tax returns, provisional tax, payroll, EMP201, VAT recons, and related returns.
  5. Provide high-quality monthly management accounts and annual financial statements, and lead client meetings.
  6. Utilize CRM and Practice Management software to document required activities.
  7. Pro-actively train and complete required Continuing Professional Development (CPD).
  8. Work in a deadline-driven environment, focused on delivering high-quality results with attention to detail.
  9. Be able to multitask and manage multiple clients, with excellent communication and business skills.

Requirements:

  • BComm (Acc.) or related degree.
  • SAIPA/CIMA registration or in the process of registering.
  • Completed articles.
  • Minimum 1-3 years Xero cloud-based accounting experience.
  • Accounting, Income Tax, Provisional Tax, PAYE, VAT, SARS, and E-filing knowledge.
  • CaseWare experience.

What We Offer:

  • A dynamic and supportive work environment.
  • Opportunities for professional growth and development.
  • A competitive remuneration package.


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