Chartered Accountant (SA)

Placements24; George; Hybrid; ZAR 1,200,000 - 1,500,000; Full time

Benefits offered by this job

Medical aid

Pension fund

Professional development

Job summary

Placements24 in George, Western Cape, is seeking a highly accomplished Chartered Accountant (SA) to join a prestigious financial advisory firm. This hybrid role blends in-office collaboration with remote flexibility, focusing on financial planning, investment management, and taxation for a diverse client portfolio including high-net-worth individuals.

You will lead client relationships, deliver strategic financial advice, and mentor junior staff within a team dedicated to professional

Qualifications

• Qualified Chartered Accountant (SA) with SAICA membership.
• Minimum of 7 years of post-article experience in financial advisory, accounting, or auditing.
• Proven expertise in financial planning, investment management, and taxation.
• Strong understanding of South African financial markets and regulatory frameworks.
• Excellent analytical, problem-solving, and decision-making abilities.
• Exceptional interpersonal and communication skills for client engagement.

Responsibilities

• Provide comprehensive financial advisory services, including financial planning, investment strategy, and risk management.
• Prepare and review complex financial statements and tax returns for a variety of clients.
• Conduct thorough financial analysis to identify client needs and opportunities for growth.
• Develop and implement tailored financial solutions to meet individual client objectives.
• Ensure compliance with all relevant financial regulations and legislation.
• Manage client relationships, fostering trust and providing ongoing support and guidance.
• Collaborate with internal teams, including auditors and legal advisors, to deliver integrated solutions.
• Stay abreast of market trends, economic conditions, and changes in financial regulations.
• Prepare reports and presentations for client meetings and internal reviews.
• Mentor and guide junior financial professionals within the team.

Skills

Client relationship management

Financial planning

Investment management

Taxation

Regulatory compliance

Analytical thinking

Education

CA (SA) with SAICA

Job description

About the Role

Our client, a prestigious financial advisory firm in George, Western Cape, ZA, is seeking a highly accomplished Chartered Accountant (SA) to join their esteemed team. This role offers a hybrid work model, blending the benefits of in-office collaboration with the flexibility of remote work. You will be instrumental in providing top-tier financial consulting services to a diverse portfolio of clients, encompassing both corporate and high-net-worth individuals. This position requires a strategic thinker with a deep understanding of financial planning, tax law, and investment management. The ideal candidate will possess exceptional client relationship management skills and a proven track record of delivering insightful financial advice. Join a firm renowned for its commitment to professional excellence and client success, offering a stimulating work environment in the beautiful George region, with a balance of office presence and remote accessibility.

Key Responsibilities

• Provide comprehensive financial advisory services, including financial planning, investment strategy, and risk management.
• Prepare and review complex financial statements and tax returns for a variety of clients.
• Conduct thorough financial analysis to identify client needs and opportunities for growth.
• Develop and implement tailored financial solutions to meet individual client objectives.
• Ensure compliance with all relevant financial regulations and legislation.
• Manage client relationships, fostering trust and providing ongoing support and guidance.
• Collaborate with internal teams, including auditors and legal advisors, to deliver integrated solutions.
• Stay abreast of market trends, economic conditions, and changes in financial regulations.
• Prepare reports and presentations for client meetings and internal reviews.
• Mentor and guide junior financial professionals within the team.

Requirements

• Qualified Chartered Accountant (SA) with a valid SAICA membership.
• Minimum of 7 years of post-article experience in financial advisory, accounting, or auditing.
• Proven expertise in financial planning, investment management, and taxation.
• Strong understanding of South African financial markets and regulatory frameworks.
• Excellent analytical, problem-solving, and decision-making abilities.
• Exceptional interpersonal and communication skills, with the ability to engage effectively with clients at all levels.
• Proficiency in financial planning software and standard accounting packages.
• Demonstrated ability to manage a client portfolio and meet performance targets.
• Experience in a client-facing role is essential.
• Ability to work effectively in a hybrid work model, demonstrating self-discipline and time management skills.

Benefits

Our client offers a highly competitive remuneration package commensurate with experience, including performance-based bonuses. Employees benefit from a comprehensive medical aid scheme, a generous pension fund, and opportunities for professional development and continuous learning. This role provides a stimulating career path within a respected firm, with the added advantage of a balanced hybrid work arrangement, allowing for both focused work and collaborative interaction in the scenic George area.