Western Cape: Senior Manager: Firm Operations posted by I Grow Wealth Investments

About the Role

We are seeking a highly experienced Senior Manager: Firm Operations to join our team at I Grow Wealth Investments. As a key member of our operations team, you will be responsible for supporting the head of department in running the firm and ensuring proper functioning of all services. You will also be responsible for managing client portfolios, providing guidance on trusts and corporate structures, and leading a team of SAIPA registered accountants.

Key Responsibilities

• Support the head of the department in running the firm to ensure proper functioning of all services such as accounting, income tax, VAT, and clients’ business accounting.
• Ensure proper functioning of the accounting team.
• Support the head of department with frequent check-in discussions with other heads of department to ensure alignment across entities within the Group.
• Manage client portfolios and maintain sound client relationships.
• Provide guidance by implementing trusts as well as corporate and commercial structures to optimise tax benefits, wealth creation and risk mitigation.
• Work with bond originators to ensure timely submission of requested solvency letters and other ad-hoc requirements. This includes bulk timeline management on various developments.
• Review and sign off on client financial statements prepared by accountants, where applicable.
• Prepare annual financial statements according to IFRS and SMEs, where applicable.
• Conduct VAT reviews and submissions for allocated client portfolio.
• Provide guidance to accountants on more intricate tax and accounting queries.
• Timely submission of all deliverables and accurate financial record-keeping.

Requirements

• Professional Accountant (SA) registered (SAIPA) / CA(SA) registered with SAICA.
• Minimum 10 years post-articles experience in a practice management role (preferred).
• Sound understanding of property investment companies and trust structures, including tax optimisation and wealth planning for clients.
• Proficiency in accounting and AFS compilation software (e.g. Xero, Draftworx, or similar) and Microsoft Excel is required.
• Ability to perform without constant supervision.
• Self-motivated and ability to perform under pressure.
• Experience in managing a large team of professionals.
• Planning, coordinating and prioritizing skills.
• Strong leadership presence with excellent interpersonal and client relationship skills.
• Ability to manage multiple priorities, meet deadlines, and maintain high standards of accuracy across the team.
• High attention to detail and the ability to thrive in a fast-paced, high-volume environment.
• Bilingual in English / Afrikaans.
• Excellent communication skills (both verbal and written).
• Valid driver’s license and own vehicle.

Salary & Benefits

Salary details not specified