Family Office Client Accountant and Administrator

MGI Bass Gordon; Cape Town; On-site; ZAR 240,000 - 360,000; Full time

Job summary

A dynamic financial firm in Cape Town is seeking a detail-oriented Client Accountant to join their Family Office team. The role involves managing financial data, preparing SARS returns, and enhancing client processes using Xero. Ideal candidates will have an accounting degree, experience with SARS returns, and strong communication skills. Join a team that values diversity and innovation.

Qualifications

• Experience in filing SARS returns (VAT, PAYE and Income Tax).
• Experience in preparing monthly management accounts.
• Excellent written and oral communication skills.

Responsibilities

• Collate company documents and prepare SARS returns.
• Assist in client's administration and operational processes.
• Performance of accounting functions using Xero.
• Prepare monthly management accounts.

Skills

Attention to detail

Client relationship management

Proficiency in Xero

Filing SARS returns

Experience in payroll

Education

Degree or equivalent qualification in Accounting

Tools

Xero

Excel

Word

Job description

Join Our Growing Family Office Team as a Client Accountant and Administrator!

Are you ready to elevate your accounting career in a dynamic and innovative environment? We’re looking for a proactive, detail-oriented professional to join our Family Office team, where you’ll work with cutting-edge technology and a diverse, exciting client base. From managing financial data and preparing SARS returns to enhancing clients' internal processes and providing tailored support, this role is as varied as it is rewarding. If you’re passionate about using Xero and its ecosystem, and love building meaningful client relationships, we want to hear from you!

Responsibilities and duties include (but are not limited to):

• Collating company documents and preparing SARS returns
• Assisting in a client\'s administration and operational processes
• Liaising with clients on a regular basis
• Assisting in the compilation of tax returns to ensure compliance across payroll and VAT
• Performance of the accounting function for various clients using Xero
• Generating customer invoices
• Capturing of supplier invoices
• Preparation of accrual and adjustment journals
• Monthly reconciliations
• Assisting with administration matters for clients
• Assisting with client budgets
• Assisting clients with developing or improving internal processes
• Preparation of monthly management accounts
• Preparation of annual information for our accounting and assurance teams
• Payroll function (prepare payslips, generate IRP5’s, EMP201 and EMP501 SARS submissions)
• VAT reconciliations to SARS
• Processing of online payments
• Reporting to directors and trustees on clients
• Communication with and management of relationship with clients
• Assist with migrations to Xero, implementation of Xero financial systems and training on Xero

Candidate requirements (Skills and Experience)

• Degree or equivalent qualification in Accounting (preferable)
• Experience in filing SARS returns (VAT, PAYE and Income Tax)
• Experience in preparing monthly management accounts
• Proficient in Excel and Word
• Experience with Xero
• Excellent written and oral communication services

Recognising that diversity is key to excellence, MGI Bass Gordon especially encourages members of designated groups to apply.