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Cape Town: Practice/Finance Manager posted by Sagen Advisory

Cape Town: Practice/Finance Manager posted by Sagen Advisory

Posted on 2025-06-17 00:00:00

Employer Sagen Advisory
Category Accountant
Location Western Cape  / Cape Town

Job Summary

Description

Well-known and respected medium sized Assurance, Accounting and Consultancy firm is searching for an experienced Practice/Finance Manager to join their ranks at their offices in the Northern Suburbs of Cape Town.

The company has a strong focus on SAICA, IRBA, staff, and administrative responsibilities, ensuring operational excellence and compliance with professional standards. With a commitment to fostering growth, the firm provides a supportive environment for staff, emphasizing professional development and effective team management.

The ideal candidate will have a minimum of 4 years accounting and finance experience and need to have a strong financial background and preferable be a CA(SA), AGA(SA), or Professional Accountant (SA).

Duties and Responsibilities:

  • Full bookkeeping and accounting function up to trial balance, including debtors, creditors, bank, petty cash, journals, etc. PASTEL & XERO.
  • Oversee office management to ensure efficient day-to-day operations.
  • Handle all aspects of financial management, including budgeting, reporting, and compliance.
  • Manage Work-In-Progress (WIP) and operational workflows to improve productivity.
  • Lead staff management, including recruitment, performance evaluations, and team development.
  • Conduct research on industry trends, provide technical insights, and organize training sessions for staff.
  • Reconcile receipts in Xero and Greatsoft.
  • Conduct debtors interest runs and manage Greatsoft period rollovers.
  • Notify clients via CDM and handle eDocs letterhead/content changes.
  • Streamline and oversee client onboarding across all departments.
  • Conduct client and staff exit interviews and manage exit processes.
  • Prepare internal recharge reports and update global stats in Greatsoft.
  • Compile monthly management meeting reports and provide feedback on budget vs. actual performance.
  • Stay updated on industry legislation, regulations, and guides; organize training sessions as needed.
  • Administer IRBA lists and process FASSET claims for learnership allowances.
  • Monitor ADP progress reports and assist trainees with CaseWare.
  • Adjust annual staff charge-out rates and update rates for interim increases or role changes.
  • Adhoc duties as required.

Qualifications and Experience:

  • A postgraduate qualification in finance or accounting is essential
  • Having completed articles (either SAICA or SAIPA) will be an advantage.
  • Professional qualifications CA(SA), AGA(SA) or PA(SA) will be highly valued.
  • Experience with Greatsoft, Pastel, Xero, SimplePay, Pastel Payroll, CaseWare, and eFiling.
  • Candidate must have a minimum of 4 years experience.
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Remuneration:

  • R35,000 R50,000 per month, negotiable depending on experience.
  • Discretionary bi-annual performance-based bonus.
  • Discretionary performance-based bonus linked to fee targets.

Click Go Apply to apply online!


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Cape Town: Practice_Finance Manager posted by Sagen Advisory

Cape Town: Practice_Finance Manager posted by Sagen Advisory

Posted on 2025-06-17 00:00:00

Employer Sagen Advisory
Category Accountant
Location Western Cape  / Cape Town

Job Summary

Role Purpose

The Practice/Finance Manager role in Bellville Cape Town, safeguards service quality, regulatory compliance and commercial performance by orchestrating people, systems and processes across the Audit, Accounting and Tax divisions. Working closely with the partners, the Practice Manager drives client?experience initiatives, keeps the engine room of the practice running smoothly, and supplies management with timely insight for informed decision-making.

Key Responsibilities

  • Client Lifecycle & Experience Own the client journey from first enquiry to exit: coordinate seamless onboarding, keep communication channels warm, monitor ongoing service levels, and gather feedback that feeds continuous improvement.
  • Financial & Practice Administration Safeguard the firms cashflow and profitability by overseeing WIP, billing, collections, credit-note approvals, staff charge-out rates, and invoice-leakage reviews, ensuring accurate, timely and compliant financial processing.
  • People & Training Management Act as the operational HR partner: drive recruitment logistics, inductions, study-leave and overtime registers, trainee progress reviews, performance-appraisal cycles and exit interviews, while maintaining complete training-officer files and FASSET/learnership documentation.
  • Compliance & Quality Assurance Maintain a robust System of Quality Management (ISQM 1), manage IRBA/SAICA independence and annual declarations, track regulatory changes, prepare for inspections, and keep firm policies current.
  • Systems & Operational Efficiency Administer GreatSoft, CaseWare, eDocs and related platforms, manage licences and databases, and champion process optimisation projects to keep the practice running at peak efficiency.
  • Lead staff management, including recruitment, performance evaluations, and team development.
  • Office & Asset Administration Oversee procurement, design internal forms, minute key meetings, maintain the communication register and fixed-asset register, and monitor workflow queues to remove bottlenecks.
  • Management Reporting & Insights Compile monthly management-pack reports, analyse budget-versus-actual performance, track utilisation and recovery metrics, and deliver actionable insights to the partners.

Qualifications & Experience

  • Essential Qualified CA(SA), AGA(SA) or Professional Accountant (SA)
  • Minimum 5 years experience within a professional-services environment (audit, accounting, tax, legal or consulting).
  • Desirable Exposure to SAICA Training Office or IRBA-registered audit practice.
  • Prior responsibility for SQM/ISQM 1.
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  • Discretionary bi-annual performance-based bonus.

Click Go Apply to apply online!


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