Cape Town: Administrator / Practice Administrator (Accounting Firm) – Bellville posted by Sagen Advisory

About the Role

Sagen Advisory is seeking an experienced Administrator / Practice Administrator to join their team in Bellville, Western Cape. The successful candidate will provide comprehensive administrative, compliance, and client support within an accounting practice, ensuring smooth day-to-day operations and excellent client service.

Key Responsibilities

• Answer incoming calls, emails, and client queries professionally
• Manage calendars, meetings, and appointments
• Maintain office organisation and stationery supplies
• Send and manage onboarding forms and engagement letters
• Capture and maintain accurate client details on CRM and practice systems
• Set up new clients on accounting and tax software
• Follow up on outstanding onboarding documentation
• Request, collect, and verify FICA documentation
• Ensure compliance with the FIC Act requirements
• Maintain secure digital and physical FICA records
• Update FICA information annually or when client details change
• Maintain structured digital and physical filing systems
• Scan, print, copy, and bind documents
• File and archive SARS correspondence, financial statements, and tax records
• Manage secure document storage and archiving
• Draft, format, and issue proposals and fee quotes
• Track proposal acceptance and manage follow-ups
• Ensure compliance with internal templates and regulatory standards
• Send reminders for statutory deadlines (VAT, PAYE, Provisional Tax)
• Request documents required for accounting, tax, and payroll processing
• Provide statements, tax clearances, and document copies on request
• Route technical queries to the appropriate team members
• Download and distribute correspondence from South African Revenue Service
• Upload supporting documents for verifications and audits
• Assist with SARS appointment bookings
• Prepare documentation for submissions to Companies and Intellectual Property Commission
• Request monthly bookkeeping and compliance documentation
• Capture tasks and deadlines in workflow systems
• Monitor job progress and statutory deadlines
• Assist with billing preparation and debtor follow-ups
• Coordinate meetings and internal events
• Assist with HR administration (leave tracking, onboarding records)
• Ensure POPIA-compliant handling of confidential client data

Requirements

• Matric (Grade 12) essential
• Minimum 25 years experience in an accounting or professional services environment
• Experience with FICA compliance and practice administration
• Exposure to accounting, tax, or audit firms highly advantageous
• Candidates with South African Institute of Professional Accountants clerkship or equivalent experience will be beneficial

Qualifications

• Formal education/certifications not specified

Salary & Benefits

• R15 000-R25 000 per month