Job Description
About the Role
We are seeking an experienced Finance Client Advisor to join our team in Stellenbosch. The successful candidate will be responsible for delivering high-quality financial services to a portfolio of clients, managing workloads, and meeting deadlines. This is an excellent opportunity for a results-driven professional with strong interpersonal skills to join our dynamic team.
Key Responsibilities
- Managing the delivery of work to a portfolio of clients
- Preparing and reviewing VAT returns
- Preparing and reviewing management reporting
- Preparing and reviewing CIS returns
- Preparing statutory reporting
- Preparing Corporation Tax returns
- Performing year-end opening balance adjustments
- Providing company secretarial services
- Reviewing work from the Client Assistant prior to publishing within Xero or relevant accounting systems
- Processing data and performing bookkeeping, including utilizing systems to streamline processes
- Setting up and training clients on Xero and associated apps
- Collaborating with clients on budgets and forecasts
- Training and supporting the Client Assistant role
- Assisting with office administration
- Participating in ad-hoc projects
- Acting as the go-to person for initial client queries and providing software support
- Managing client expectations and delivering up-to-date financials and compliance filings on time
- Engaging in CPD and ongoing training
- Ensuring confidentiality of sensitive client data
- Working with other team members to meet deadlines
- Identifying opportunities to improve and streamline internal processes
- Acting as a technology champion and training others on accounting systems and add-ons
Requirements
- Relevant tertiary Accountancy qualification
- Minimum 12 years experience within an accounting firm or accounting role
- Experience producing management accounts and VAT returns is essential
- Use of Xero, IRIS, and Excel is preferable
- Strong attention to detail
- Willingness to learn and adapt to new systems and processes
Qualifications
- Formal education/certifications (Bachelor’s, LLB, Matric, etc.)
Salary & Benefits
No information available.
How to Apply
Click the green “Go Apply” button below to apply directly online with the employer.
About Accounting / Finance Jobs in Cape Winelands
In the Cape Winelands region of South Africa, accounting and finance positions are in high demand across various industries. Typically, professionals with expertise in financial management, budgeting, and financial analysis are sought after by organizations looking to optimize their financial performance. Generally, this field is considered stable and secure, offering a range of career opportunities for those with the right skills.
When it comes to salary expectations, accounting and finance professionals in Cape Winelands can expect to earn a competitive income. Broadly speaking, salaries can vary depending on factors such as experience, company size, and industry sector. Typically, senior roles or those in larger companies tend to offer higher salaries than junior positions or smaller organizations. However, it is essential to note that actual salary ranges can fluctuate widely depending on individual circumstances.
Common skills required for accounting and finance roles in Cape Winelands include proficiency in financial software such as SAP, Oracle, or Microsoft Dynamics; strong analytical and problem-solving abilities; excellent communication and presentation skills; attention to detail and organizational prowess. Additionally, experience with financial planning and budgeting, as well as knowledge of tax laws and regulations, are highly valued.
The accounting and finance sector is commonly found in various industries, including the financial services sector, technology industry, manufacturing sector, and wine industry (given Cape Winelands’ reputation as a renowned wine region). These sectors often require specialized skills and expertise to manage their financial operations effectively. Opportunities for career development are plentiful, with many organizations offering training programs, mentorship schemes, and opportunities for advancement.
For those looking to break into this field, it is recommended to pursue higher education qualifications such as a Bachelor’s or Master’s degree in accounting or finance. Gaining relevant work experience through internships or volunteering can also provide valuable insights and skills. As the industry continues to evolve, staying up-to-date with industry developments and best practices will be crucial for career success.
This information provides general career guidance. Actual salaries and requirements vary by employer.
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