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Port Elizabeth: Independent Reviewer

Port Elizabeth: Independent Reviewer

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

Job Summary

Purpose of the Role The primary purpose of this role is to perform independent reviews for entities not requiring audits and to compile financial statements for companies, close corporations, trusts, individuals, and related entities. The role also involves providing accounting assistance and ensuring compliance with applicable accounting and tax frameworks. Key Duties and Responsibilities Compile annual financial statements for companies, close corporations, trusts, and individuals in accordance with applicable accounting standards. Perform independent reviews and manage all related administrative tasks. Gather client documentation and prepare working paper files. Draft financial statements and provide accounting assistance where necessary. Address and resolve Partner review queries and process final adjustments. Pass adjusting journal entries to align accounting records for financial statement preparation. Process and reconcile financial transactions from source documentation. Calculate income tax and deferred tax and prepare tax computations for various entity types. Contribute to budget preparation and monitor performance to meet monthly targets. Liaise with clients, supervisors, and partners to understand and fulfill expectations and requirements. Assess the needs of new clients and provide tailored accounting support. Minimum Requirements B.Com in Accounting or related financial qualification. Membership with a recognized professional body (e.g., SAIPA or SAICA). 12 years post-articles experience in an accounting or audit environment. Proven experience conducting independent reviews. Technical Skills and Proficiencies Strong proficiency in Microsoft Office , particularly Excel , and accounting software such as Pastel . Advanced knowledge and experience using Caseware and Caseview for drafting financial statements. Solid understanding and practical application of IFRS for SMEs . Experienced in preparing financial statements for various entity types, including companies, close corporations, trusts, sole proprietors, and individuals. Skilled in adjusting accounting records and preparing for final financial reporting. Competent in tax calculations , including deferred tax , across all relevant entity types.

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Port Elizabeth: Independent Reviewer

Port Elizabeth: Independent Reviewer

Posted on 2025-06-02 00:00:00

Job Summary

Purpose of the role: Independent reviews of companies that do not require audits Compilation of financial statements of companies and close corporations Compilation of financial statements of related entities (personal, trusts, etc.) Minimum Requirements: Recognized B.Com Accounting / Financial qualification. Membership of Professional Body (e.g. SAIPA / SAICA). 1 – 2 years post-article experience in an accounting/auditing environment. Experience in performing independent reviews. Proficiency in MS Office with good working knowledge of Excel and Pastel. Caseware proficiency essential, including drafting of financial statements in Caseview. Proficient in the application of IFRS for SME. Experienced in preparation of Company, Close Corporations, Trusts, Sole Proprietors, and personal financial statements. Proficient in providing accounting assistance and passing adjusting journal entries to take accounting records to financial statement level. Proficient in calculating tax (including deferred tax) for companies, close corporations, trusts, sole proprietors, and personal financial statements. Ability to operate independently with limited technical guidance. Duties and responsibilities: Compile annual financial statements for individuals, trusts, close corporations, and companies, perform independent reviews, and attend to all related administration requirements: – Gather client information. – Draft financial statements and provide accounting assistance where necessary. – Prepare working paper files. – Resolve review queries from Partner and do final entries as per Partner’s finalization. Provide accounting assistance and pass adjusting entries to bring accounting records to a level where financial statements can be prepared in accordance with the relevant accounting framework. Process and reconcile annual transactions from source documents. Calculate and account for income tax and deferred tax. Prepare tax computations for individuals, trusts, close corporations, and companies. Preparation of budget; control of targets to ensure monthly targets are met. Liaising and dealing with Clients, Supervisors, and Partners on their expectations and requirements. Assess the needs of new clients.

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