Accounting Technician - Talent Pool

Outsourced CFO; Cape Town; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A financial services firm in Cape Town is seeking an Accounting Technician to manage financial processes and maintain strong client relationships. The ideal candidate has a Diploma in Accounting, at least 2 years of experience, and proficiency in Excel and cloud accounting software. This role requires flexibility to work USA hours and a proactive attitude towards learning and development.

Qualifications

• Minimum of 2 years’ experience in a bookkeeping or accounting role.
• Proficient in Excel, including formulas and data formatting.
• Flexibility to work USA hours when required (from 17h00 onwards).

Responsibilities

• Manage day-to-day financial processes for client portfolio.
• Perform cashbook and balance sheet reconciliations.
• Engage directly with clients to build strong relationships.

Skills

Excel proficiency

Cloud accounting software experience

Interpersonal skills

Analytical thinking

Education

Diploma in Accounting or equivalent

Tools

Xero

QuickBooks

Job description

The Cloud Accounting team is the biggest department in our business that keeps growing.

As an Accounting Technician in our Cloud Accounting team, you will play a key role in managing day‑to‑day financial processes for a portfolio of clients. From accurate transaction recording to preparing reports and reconciliations, your attention to detail will ensure that our clients' financial affairs are always in order.

Beyond the numbers, you will help maintain strong client relationships, support your team, and contribute to the smooth delivery of our accounting services.

Key responsibilities

Client Accounting

• Record, process, and reconcile cashbook, debtors, creditors, fixed assets, and inventory.


• Perform balance sheet reconciliations, including loan accounts and prepayments.


• Prepare supporting schedules and documentation under supervision.


• Ensure transactions are accurately captured in the supplier, customer, and general ledgers.


• Process journal entries as needed.


• Assist with payroll tasks: processing, reconciliations, EMP201 / EMP501, and COIDA / WCA submissions.


• Perform VAT calculations and reconciliations, and submit VAT201 returns in line with SARS requirements.

Client Engagement

• Engage directly with clients to build strong working relationships.


• Work closely with POD team members to ensure accurate recording and handling of client data.


• Maintain up‑to‑date and accurate client information on the CRM system.


• Assist with client onboarding and offboarding processes.

Planning and Administration

• Plan monthly deliverables within your assigned client portfolio.


• Ensure timely submission of weekly timesheets (by COB Fridays).


• Complete tasks and projects within your portfolio to be signed‑off daily.

Learning and Development

• Complete all scheduled training.


• Stay current with changes and trends in the accounting industry.


• Seek guidance from your POD leader where needed to ensure effective task delivery.

Requirements

• Diploma in Accounting or equivalent qualification.


• Minimum of 2 years’ proven experience in a similar bookkeeping or accounting role.


• Strong working knowledge of Excel – must be proficient in formulas, data formatting, and using tools like \"Text to Columns\".


• Able to convert and clean up data from PDFs into Excel format.


• Experience with cloud accounting software (e.g., Xero, QuickBooks, or similar) is advantageous.


• Prior experience working in an accounting firm or servicing multiple clients is a plus.


• Flexibility to work USA hours when required / for meetings (from 17h00 onwards).

Key Attributes

• Strong initiative and independence.


• Ability to multitask in a fast‑paced environment.


• Excellent interpersonal and communication skills.


• Team player with strong collaboration skills.


• Analytical thinker with strong problem‑solving ability.


• High attention to detail and accuracy.


• Reliable, dependable, and professional.


• Ability to handle stress and adapt to change.


• Strong planning and time management.


• Fast learner with a proactive attitude.


• Our OCFO values; Family first; Integrity matters; Switched on Thinking; Excellence in everything; Growth and success.