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Lead Financial Operations Specialist

3 weeks ago


Cape Town, Western Cape, South Africa CA Financial Appointments Full time

**Company Overview:**

We are seeking a highly skilled Senior Bookkeeper to join our team at CA Financial Appointments.

**Job Description:**

  • Manage a portfolio of clients, providing expert bookkeeping and tax services.
  • Ensure compliance with both the Bookkeeping and Tax departments' policies and procedures.
  • Collaborate with clients to resolve accounting and payroll matters, including complex reconciliations and journal entries.
  • Prepare and distribute monthly budgets to management, ensuring alignment with company policy.
  • Communicate effectively with SARS, handling queries, registrations, and other matters electronically, telephonically, or in-person.
  • Oversee debtor reporting, debt recovery, invoicing, and client management.

**Required Skills and Qualifications:**

  • Bachelor's degree in finance or accounting, or a postgraduate qualification in finance or accounting.
  • Completed articles (SAICA or SAIPA) and relevant bookkeeping experience.
  • Familiarity with GreatSoft, Pastel, Xero, SimplePay, Pastel Payroll, CaseWare, and eFiling software.

**Benefits and Opportunities:**

  • Ongoing training and development opportunities for SAIPA trainees.
  • A dynamic and supportive work environment.
  • The chance to make a meaningful impact on our clients' financial well-being.