Financial Services Specialist

3 weeks ago


Pretoria, Gauteng, South Africa Perfect Placement Recruitment Full time

Job Title: Financial Services Specialist

Location: Montana - Pretoria

Salary: R18 000 – R20 000 (negotiable depending on qualifications and experience)

Closing Date: Not specified

About the Role:

We are seeking a highly skilled Financial Services Specialist to join our team at Perfect Placement Recruitment. The ideal candidate will have a strong background in accounting and taxation, with experience in fiduciary services.

Key Responsibilities:

  • Record financial transactions from bank statements.
  • Utilize SAGE accounting software for data entry and financial report drafting.
  • Assist in preparing financial statements for Trusts.
  • Contribute to tax return preparation for deceased individuals and Trusts.
  • Manage SARS correspondence related to estate reporting.
  • Collaborate with clients to gather financial information.
  • Ensure accurate and organized client file documentation.
  • Stay updated on tax regulations for legal compliance.

Requirements:

  • Bachelor's degree in accounting, taxation, or related field.
  • Preferred qualifications include 1 to 3 years of prior experience in accounting or tax-related positions.
  • Familiarity with CIPC database and transactions advantageous.
  • Experience with Estate taxes.
  • Proficient in Microsoft Office.
  • Strong analytical and problem-solving skills.
  • Excellent written and verbal communication.
  • Ability to work collaboratively in a team.
  • Willingness to learn and adapt.
  • High attention to detail in financial record-keeping.

What We Offer:

We offer a competitive salary and benefits package, as well as opportunities for professional growth and development.

How to Apply:

If you are a motivated and experienced Financial Services Specialist looking for a new challenge, please submit your application and CV to Perfect Placement Recruitment.



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