Accountant: Monthly Clients

This is a client-facing, deadline-driven role that demands both technical precision and professional communication.

The Person:

• Degree in Accounting, Finance or equivalent.
• B.Com Honours in Accounting or equivalent Postgraduate qualification.
• CA (SA) or equivalent designation a strong advantage.
• Minimum 1 year practical accounting experience.
• Client-facing experience in a professional services environment preferred.
• Proficiency in at least one of: Xero, Pastel, Eureka. SARS eFiling experience required.
• Working knowledge of VAT Act, PAYE, UIF, SDL, CIPC requirements and annual compliance obligations.

Report to the Monthly Accounts Manager:

Monthly Processing & Management Accounts:

• Prepare monthly management accounts for each client in the assigned portfolio to an accurate, signed-off trial balance standard.
• Reconcile all balance sheet accounts monthly - bank, debtors, creditors, loans, payroll control and VAT control.
• Ensure the trial balance is complete and handed to the AFS department on time for annual financial statement preparation.
• Maintain client accounting records in Xero, Pastel, Eureka or the applicable system.Â

VAT & Payroll Submissions:

• Prepare and submit monthly VAT returns (SARS e-Filing) accurately and on time for each applicable client.
• Prepare and submit monthly payroll reports, ensuring PAYE, UIF and SDL are correctly calculated and submitted.
• Reconcile VAT and payroll control accounts monthly and resolve any discrepancies before month-end close.
• Flag any VAT disputes, penalties or SARS correspondence to the Tax department immediately.Â

Annual Compliance Co-ordination:

• Act as the internal co-ordinator for each client's annual compliance obligations - working with the relevant departments to ensure the following are completed on time:
• Annual Financial Statements (AFS department)
• Annual Income Tax Returns (Tax department)
• CIPC annual returns and company secretarial filings
• Beneficial Ownership (BO) register submissions
• Return of Earnings (ROE) - Department of Labour
• Dividends Tax declarations and submissions where applicable
• Donations Tax notifications where applicableÂ

Client Communication & Service Delivery:

• Serve as the first point of contact for all assigned monthly clients.
• Respond to all client queries.
• Apply the Two-Minute Rule: any task that can be completed in under two minutes must be done immediately and not deferred.
• Apply the Five-Minute Rule: any query or task that cannot be resolved within five minutes must be escalated immediately to a Supervisor, Manager or relevant Specialist.
• Communicate proactively with clients on upcoming deadlines, outstanding information requirements and any matters affecting their accounts.Â

Internal Collaboration:

• Work directly with the AFS department to deliver complete, reconciled trial balances by agreed internal deadlines.
• Liaise with the Personal Tax and Company Tax departments on all tax-related matters for monthly clients.
• Co-ordinate with the CIPC team on annual statutory filings and company secretarial requirements.
• Escalate advisory matters, complex tax questions or unusual transactions to Senior Management or Partners.Â

• Maintain proficiency in the firm's primary accounting platforms: Xero, Pastel and/or Eureka.
• Use firm practice management systems (including Clickify where applicable) to log work, track deadlines and report progress.
• Maintain client files, records and correspondence in accordance with firm document management standards.Â

Firm Policy Compliance:

• Adhere to all firm service delivery standards including the email response policy, the Two-Minute Rule and the Five-Minute Rule.
• Actively participate in both bi-annual Training & Development sessions.
• Engage with the annual one-on-one session with the Group CEO as an opportunity to raise personal development goals, concerns and career direction.
• Represent the firm professionally in all client and internal interactions.

Core Competencies:

• Technical accuracy.
• Client ownership.
• Deadline discipline.
• Communication.
• Self-driven development.
• Collaboration.
• Systems discipline.
• Professionalism.