Bookkeeper

Pentagon Financial Services; Cape Town; On-site; ZAR 180,000 - 240,000; Full time

Job summary

A financial services company in Wynberg, Cape Town, is seeking an experienced Bookkeeper to manage financial records and ensure compliance. The ideal candidate will have at least 3 years of experience, particularly with trusts and eFiling. Responsibilities include maintaining accurate financial records, processing transactions, and preparing financial reports. Strong analytical and organizational skills are necessary for success in this role.

Qualifications

• Proven experience as a Bookkeeper (3+ years preferred).
• Hands-on experience with accounting systems such as Xero, Pastel, and Sage.
• Strong experience working with trusts (non-negotiable).
• Experience with SARS eFiling (non-negotiable).
• Solid understanding of personal tax and income tax.

Responsibilities

• Maintain accurate and up-to-date financial records.
• Process accounts payable and receivable.
• Perform bank reconciliations and manage cash flow.
• Prepare financial reports and support month-end and year-end processes.
• Handle bookkeeping for trusts and ensure regulatory compliance.
• Submit tax returns via SARS eFiling.
• Assist with VAT submissions and statutory requirements.
• Prepare financial reports and support month-end/year-end processes.
• Liaise with accountants, auditors, and stakeholders.

Skills

Experience with trusts

Attention to detail

Analytical skills

Communication skills

Organizational skills

Education

Relevant qualification in Accounting, Finance, or Bookkeeping

Tools

Xero

Pastel

Sage

Job description

Overview

Job Title: Bookkeeper

Location: Wynberg, Cape Town

Employment Type: Permanent role, in-office

Role Overview

We are seeking a detail-oriented and experienced Bookkeeper to manage financial records, ensure compliance, and support accurate financial reporting. The ideal candidate will have strong experience working with trusts, eFiling, and a solid understanding of both personal and income tax.

Key Responsibilities

• Maintain accurate and up-to-date financial records
• Process accounts payable and receivable
• Perform bank reconciliations and manage cash flow
• Prepare and maintain income statements and balance sheets
• Handle bookkeeping for trusts, ensuring compliance with relevant regulations
• Manage and submit tax returns via eFiling (essential)
• Assist with VAT submissions and statutory requirements
• Prepare financial reports and support month-end and year-end processes
• Liaise with accountants, auditors, and relevant stakeholders

Minimum Requirements

• Proven experience as a Bookkeeper (3+ years preferred)
• Hands-on experience with accounting systems such as Xero, Pastel, and Sage
• Strong experience working with trusts (non-negotiable)
• Experience with SARS eFiling (non-negotiable)
• Solid understanding of:
• Personal tax
• Income tax
• Financial statements
• High level of accuracy and attention to detail
• Strong organisational and time management skills

Preferred Qualifications

• Relevant qualification in Accounting, Finance, or Bookkeeping
• Experience working in a professional services or accounting firm

Key Competencies

• Analytical and detail-driven
• Reliable and trustworthy
• Strong communication skills
• Ability to work independently and meet deadlines