Portfolio Manager

CloudCA; Cape Town; On-site; ZAR 400,000 - 600,000; Full time

Job summary

CloudCA, a tech-enabled accounting firm, is seeking a dedicated Portfolio Manager to manage financial statements and tax services for a diverse client base. This role emphasizes independence, problem-solving, and relationship-building, supported by a collaborative team and strong internal systems. The position offers a competitive salary and opportunities for growth within a supportive culture.

Benefits

Competitive salary and performance incentives

Exposure to diverse, high-value clients

Tools and systems that make work easier

A culture of trust, support, and growth

Qualifications

• 3–5 years’ experience in a professional services or accounting firm.
• Proficiency in accounting systems is essential.
• Strong attention to detail and deadlines.

Responsibilities

• Manage a portfolio of clients, ensuring timely delivery of services.
• Prepare and review financial statements and tax filings.
• Collaborate with internal departments to ensure integrated client service.

Skills

Attention to detail

Client relationship management

Proactive mindset

Problem solving

Communication

Education

BCom Accounting or equivalent

SAIPA/SAICA articles

Tools

Xero

CaseWare

Dext

Job description

About CloudCA

CloudCA is a modern, tech-enabled accounting and advisory firm committed to helping individuals, families, and businesses manage their financial lives with confidence. We combine deep professional expertise with digital efficiency to deliver services that are accurate, timely, and human. As we continue to grow, we’re looking for a dedicated Portfolio Manager to join our collaborative team and support our purpose-driven clients.

About the Role

As a Portfolio Manager at CloudCA, you’ll manage your own portfolio of clients and play a hands-on role in the preparation of financial statements, tax filings, and compliance reporting. You’ll serve as the primary point of contact for your clients, supported by a skilled team and well-defined internal systems. This role is ideal for someone who enjoys working independently, solving problems, and building long-term client relationships.

Key Responsibilities

• Manage a portfolio of clients, ensuring timely and accurate delivery of accounting and tax services.

• Prepare and review financial statements, VAT submissions, and SARS filings.

• Maintain up-to-date and compliant records using platforms like Xero, daftworxs, Dext and more

• Collaborate with internal departments (Tax, Secretarial, Bookkeeping) to ensure integrated client service.

• Handle client queries professionally and proactively.

• Support process improvements and mentor junior team members where needed.

What You’ll Bring

• BCom Accounting or equivalent; SAIPA/SAICA articles preferred.

• 3–5 years’ experience in a professional services or accounting firm.

• Proficiency in accounting systems (e.g., CaseWare, Xero, Dext).

• Strong attention to detail and ability to work to deadlines across multiple clients.

• Excellent communication skills and a proactive, service-oriented mindset.

Why Join CloudCA

• Competitive salary and performance incentives

• Exposure to diverse, high-value clients

• Tools and systems that make your work easier

• A culture of trust, support, and growth