Accounting Supervisor: Annual - Umhlali
The Person:
Reporting to the Accounting Manager:
- B.Com / Accounting Science Graduate.
- CTA (Honours) or working towards.
- SAICA Articles completed.
- Min. 2 to 3 years supervisory and management experience in a SME accounting firm.
- Annual financial statement experience.
Reporting to the Accounting Manager:
- Ensure that client service deliverables are met.
- Act as a major point of contact within the firm for the client together with the Partner, keeping clients informed of progress in relation to all aspects of the service provided.
- Prepare job budgets and fee estimates & proposals for clients.
- Ensure that the firmâs risk management and quality control procedures are adhered to.
- Prepare and maintain a checklist of all clients under his/her portfolio, with services to be performed for each client.
- Prepare client engagement letters.
- Follow up on long outstanding debtor accounts.
- Review annual financial statement compilation engagements (annual working paper files) performed by staff, including annual financial statements IFRS and IFRS for SME, including other financial reporting frameworks.
- Various reconciliations and adjust entries to be processed when performing the compilation of annual financial statements.
- Taxation:
- Review tax returns and IT14SDs, and handle disputes with SARS, which includes attending/assisting in tax queries and dealing with SARS audits.
- Audit and independent review assignment budget planning and management.
- Ensure audit and independent review planning documentation is completed.
- Conduct full audit & independent review file reviews and related reports to ensure the relevant files are ready for sign-off.
- Facilitate the annual and consultancy meetings with client.
- Manage staff productivity, ensuring team member productivity targets are met.
- Prepare for billing of jobs, and variance analysis, for sign off by Partners.
- Manage job work in progress, and ensure write-offs are in accordance to company policy, and write-offs are explained, with action plan going forward.
- Identify areas for training, co-ordinate training, prepare training plan, preparing training material, and carry out training as Facilitator.
- On-the-job technical training given to Senior and Junior Accountants for accounting treatments and disclosure as well as taxation, current and deferred; research and pass on information from applicable legislation, good practice and interpretation notes to Accountants / Partners.
- Conduct performance reviews of employees, ensuring performance assessment documentation is completed in terms of the firms' policy.
- Prepare annual work plans, and revise where necessary.
- Allocate work to staff, ensuring assignments are staffed with the appropriate mix of knowledge and skills required.
- General HR duties including leave scheduling for approval by Partners.
- Meet with Partners every week on progress on jobs, work plan, issues re client and/or staff.
- Manage and attain required productivity target - Management: 40%, Chargeable 60%.
- Advanced Caseware/Excel/Word essential.
- SARS e-Filing knowledge.
- Pastel/Sage Online/Xero/Quickbooks/GreatSoft an added advantage.
- Ability to sustain output quality even when under pressure and flexibility of input to achieve key deadlines.
- Ability to manage many tasks at once, work against short deadlines, and remain calm and focused.
- In-depth knowledge of general accounting bookkeeping theories and practices, IFRS for SME, taxation.
- Leadership / supervisory skills.
- Effective organisational skill, time management, prioritising and forward planning practices.
- Excellent communication skills.
- Results orientated with excellent attention to detail.
- Self-motivated and proactive individual with ability to work with minimum direction, able to use own initiative in assessing priorities.
- Display exemplary personal integrity and maintain absolute respect of confidentiality.
- Ability to implement and maintain accurate record-keeping systems.
- Information gathering, problem-solving and analysis skills.
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