Client Advisory Services Accountant

Outsourced CFO Pty; Cape Town; Remote; ZAR 420.000 - 540.000; Vollzeit

Zusammenfassung

Outsourced CFO Pty in Cape Town seeks an experienced Cloud Accountant to partner with fitness business owners as their direct financial advisor.

You will deliver cloud-based accounting services, help clients understand their numbers, streamline operations, and maximise profitability while supporting health and wellness goals.

Responsibilities include month-end reporting, payroll processing, tax filings, and client communications in a flexible, virtual setup.

Qualifikationen

• 4-6 years public accounting experience
• Solid understanding of debits and credits
• Detail oriented and organized
• Ability to manage deadlines and multitask
• Strong written and video communication with clients
• Proficiency with Microsoft Office, Gmail, Zoom, Xero, QuickBooks, Dropbox
• Willingness to flex working hours for US team meetings

Aufgaben

• Prepare month-end client financial reports accurately and on time
• Reconcile bank feeds, code transactions, and maintain general ledger
• Maintain subsidiary records for assets and loans
• Analyze accounts and perform reconciliations as needed
• Process payroll, monthly sales, inventory, and adjusting entries
• Prepare and review financial statements for managers
• Assist with payroll tax deposits and filings
• Handle accounts payable and tax compliance
• Communicate with clients to answer questions and coordinate virtually

Jobbeschreibung

Are you an experienced Cloud Accountant with a passion for the fitness industry?

We are partnering with a fully virtual public accounting firm, originated in the USA, who is setting up teams in Cape Town.

They are seeking a talented Staff Accountant to serve as the direct financial advisor for a portfolio of fitness business owners. Leveraging modern, cloud-based accounting tools, you will work side-by-side with entrepreneurs to help them understand their numbers, streamline their operations, and maximise their profitability- combining your technical expertise with a genuine enthusiasm for health and wellness.

Responsibilities

• Prepare month-end client financial reports which are delivered to the client timely, complete and accurate every month.
• Reconcile multiple bank and credit card feeds, coding transactions, and maintaining general ledger.
• Maintain subsidiary records for fixed assets, loan balances and other accounts.
• Analyze and reconcile accounts as necessary.
• Book payroll, monthly sales, inventory and other month-end adjusting journal entries.
• Prepare and review financial statements before delivering them to the manager.
• Prepare payroll for clients’ employees.
• Prepare accurate and timely payroll tax deposits and related filings.
• Process garnishment, support orders, and IRS documentation related to payroll.
• Verify employees' vacation, sick and PTO accruals, and adjust as needed.
• Accounts Payable - enter and pay bills, settle disputes, review statements, etc.
• Prepare sales tax returns and related filing instructions.
• Prepare and file Personal Property tax returns annually.
• Prepare IRS and State payroll and sales tax correspondence.
• Client facing and main point of contact for client communications around transactional work.
• Assist in timely and courteously answering client questions via email and video; meeting virtually with our clients as needed.
• Relaying relevant comments from client to manager.
• Represent the company in a courteous, efficient and friendly manner in all client and employee interactions to ensure customer satisfaction.
• Responsible for 20-25 <$1 Million revenue client accounts simultaneously.

Requirements

• 4-6 Years of public accounting experience.
• Solid understanding of debit and credits a must.
• Detail oriented and strong organizational skills.
• Ability to manage deadlines of various client accounts.
• Ability to multitask to manage multiple clients simultaneously.
• Self assured, capable, comfortable and adept in both written and video client communication to clearly and effectively.
• Enjoys working and communicating directly with the client.
• Excellent verbal, written and video communication skills.
• Proactively communicate with each client, client advisor and tax team.
• Self starter - able to identify work that needs to be done and do it without being instructed to do so.
• Ability to work independently, be self-directed, and motivated.
• High degree of confidentiality.
• Proficiency with technology including Microsoft suite, Gmail, zoom, Xero, QuickBooks, Dropbox, Payroll Relief, Practice Ignition are all pluses. Must be able to learn new platforms quickly.
• Please note we are a Xero firm that rarely uses Quickbooks.
• Must be willing to flex working hours into the evening (e.g., 8:00 PM - 9:00 PM SAST up to twice a week) to accommodate US team meetings and client calls