maintenance Summarizing of client information on Excel Requesting client information for tax deadlines deadlines Follow up with clients regarding services and sign ups (not cold calling) Booking SARS appointments appointments, filling out forms and accompanying clients to SARS Post office runs Ad hoc administrations duties
responsibilities include: Monthly processing Requesting client information for tax deadlines SARS appointments of letters Summarising of client information on Excel Follow up with clients regarding information requests appointments, filling out forms and accompanying clients to SARS
responsibilities include: Monthly processing Requesting client information for tax deadlines SARS appointments of letters Summarising of client information on Excel Follow up with clients regarding information requests appointments, filling out forms and accompanying clients to SARS
maintenance Summarizing of client information on Excel Requesting client information for tax deadlines deadlines Follow up with clients regarding services and sign ups (not cold calling) Booking SARS appointments appointments, filling out forms and accompanying clients to SARS Post office runs Ad hoc administrations duties
Responsibilities: Calling our clients/incoming leads on Pipedrive Following up on client queries Make 100 – 120
Responsibilities: Calling our clients/incoming leads on Pipedrive Following up on client queries Make 100 – 120
logbook competencies. Client communication and management. Growing and maintaining a client database. Preparation files & tax calculations for more complex clients, if required. Compilation of annual financial statements
responsibilities: Scheduling and confirming consultations with clients Work directly with Booking Agents as well as our Provide excellent customer service to clients. Maintaining close client relationships Log all activities pertaining pertaining to dealings with clients on our world-class CRM system Updating sales spreadsheets and other mandates FICA documentation and liaising with clients for signatures if required. Promoting all other
responsibilities: Scheduling and confirming consultations with clients Work directly with Booking Agents as well as our Provide excellent customer service to clients. Maintaining close client relationships Log all activities pertaining pertaining to dealings with clients on our world-class CRM system Updating sales spreadsheets and other mandates FICA documentation and liaising with clients for signatures if required. Promoting all other
Perform bookkeeping to trial balance. Interpreting clients' accounting records and compiling annual financial returns on E-filing. Assist accountants with various client matters, including administrative work. Resolve