Accountant/Portfolio Manager

CloudCA; Cape Town; On-site; USD 30,000 - 50,000; Full time

Job summary

CloudCA, a modern tech-enabled accounting firm, is seeking a Portfolio Manager to oversee client portfolios and ensure accurate financial management. The ideal candidate will have a BCom Accounting degree and 3-5 years of relevant experience, with strong attention to detail and communication skills. Join a supportive culture with competitive salary and growth opportunities.

Benefits

Competitive salary and performance incentives

Exposure to diverse, high-value clients

Tools that enhance work efficiency

Culture of trust and growth

Qualifications

• 3-5 years experience in a professional services or accounting firm.
• Proficiency in accounting systems like Xero, CaseWare, and Dext.
• Strong attention to detail and ability to meet deadlines.

Responsibilities

• Manage client's portfolio and ensure timely delivery of services.
• Prepare financial statements, VAT submissions, and compliance reports.
• Mentor junior team members and support process improvements.

Skills

Attention to detail

Communication skills

Proactive mindset

Education

BCom Accounting

SAIPA/SAICA articles

Tools

Xero

CaseWare

Dext

Job description

About CloudCA

CloudCA is a modern, tech-enabled accounting and advisory firm committed to helping individuals, families, and businesses manage their financial lives with confidence. We combine deep professional expertise with digital efficiency to deliver services that are accurate, timely, and human. As we continue to grow, we’re looking for a dedicated Portfolio Manager to join our collaborative team and support our purpose-driven clients.

About the Role

As a Portfolio Manager at CloudCA, you’ll manage your own portfolio of clients and play a hands-on role in the preparation of financial statements, tax filings, and compliance reporting. You’ll serve as the primary point of contact for your clients, supported by a skilled team and well-defined internal systems. This role is ideal for someone who enjoys working independently, solving problems, and building long-term client relationships.

Key Responsibilities

• Manage a portfolio of clients, ensuring timely and accurate delivery of accounting and tax services.

• Prepare and review financial statements, VAT submissions, and SARS filings.

• Maintain up-to-date and compliant records using platforms like Xero, daftworxs, Dext and more

• Collaborate with internal departments (Tax, Secretarial, Bookkeeping) to ensure integrated client service.

• Handle client queries professionally and proactively.

• Support process improvements and mentor junior team members where needed.

What You’ll Bring

• BCom Accounting or equivalent; SAIPA/SAICA articles preferred.

• 3–5 years’ experience in a professional services or accounting firm.

• Proficiency in accounting systems (e.g., CaseWare, Xero, Dext).

• Strong attention to detail and ability to work to deadlines across multiple clients.

• Excellent communication skills and a proactive, service-oriented mindset.

Why Join CloudCA

• Competitive salary and performance incentives

• Exposure to diverse, high-value clients

• Tools and systems that make your work easier

• A culture of trust, support, and growth