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Account Manager / Portfolio Manager - Somerset West

helderbergpersonnel

My client is a well established Auditing and Accounting firm based in Somerset West. They are looking for an Accounts Manager / Portfolio Manager with Xero experience to manage their accounting portfolio. Requirements: BComm (Acc.) or related degree SAIPA/CIMA registered (or in the process of registering) with completed articles 1-3 Years Xero cloud-based accounting experience essential Accounting, Income Tax, Provisional Tax, PAYE, VAT, SARS, E-filing knowledge CaseWare experience The successful candidate will: Build and manage client relationships and ensure compliance Supervise bookkeeping function Plan and manage all client deliverables i.e. all inter-functional activities Complete outsourced accounting, bookkeeping and financial management functions for clients Prepare and submit tax returns, provisional tax, payroll, EMP201, VAT recons and related returns Prepare monthly management accounts and annual financial statements, as well as lead client meetings (face to face or virtually) Utilise CRM and Practice Management software to document required activities Pro-actively train and complete required CPD Be deadline driven Focussed with attention to detail Work well under pressure, pro-actively addressing clients’ needs with the ability to multitask and manage multiple clients Business minded with entrepreneurial-flair Have excellent communication skills Apply Now
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