The Senior Accountant plays a key role in managing client relationships , ensuring regulatory compliance, overseeing complex financial transactions, and mentoring junior staff.
This position contributes significantly to the overall efficiency, performance, and development of the accounting team.
Responsibilities
Client Management & Compliance
- Manage work and maintain professional relationships with assigned clients.
- Ensure clients remain compliant with all applicable regulations, including timely submissions and registrations.
- Provide both technical and customer support, with a focus on planning and financial optimisation.
- Address and resolve client service issues and complaints promptly and professionally.
Tax & Business Consulting
- Conduct strategic tax planning and oversee final reviews of group tax submissions before submission to SARS.
- Provide expert advice on business structures, compliance obligations, and implementation strategies.
- Prepare and maintain group structure planning documents across all managed clients.
- Annually review legal documents such as leases, loan agreements, and wills.
- Support estate planning and perform reviews of client estate plans.
Financial Reporting & Auditing
- Review working papers and financial statements for accuracy and compliance.
- Oversee monthly management account preparation and review for accuracy.
- Complete SARS income tax audits and prepare financial documentation (cash flows, budgets, management accounts) for banking purposes.
- Work collaboratively with internal and external audit teams to complete audit engagements.
- Conduct independent reviews in accordance with applicable standards.
Special Projects
- Lead due diligence assessments and produce restructuring reports.
- Manage high-level financial transactions, including mergers, acquisitions, and corporate restructures.
- Oversee complex accounts, including group entities, divisions, branches, and consolidated reports.
Team Leadership & Training
- Coach, mentor, appraise, and support junior accounting staff.
- Plan, allocate, and supervise work across the team.
- Ensure that all qualified accountants maintain up-to-date CPD hours and remain in good standing with professional bodies.
Annual Planning & Budgeting
- Lead annual budget planning processes and review client quotes and proposals.
Policy & Process Documentation
- Document and maintain up-to-date policies, workflows, and procedures within designated areas of responsibility.
Key Performance Areas
- Timely and accurate completion of work within budgeted hours and deadlines.
- Achieve a minimum of 95% productivity for non-administrative staff.
- Effective training, development, and support of junior team members.
- Successful execution of planning, task assignment, and team supervision.
- High-level performance in managing complex financial and tax matters.
- Comprehensive understanding of foreign tax implications for local clients.
- Strong grasp of corporate and contract law.
- Oversight of complex and high-value client accounts, including estate planning activities.
Core Competencies
- Ability to coordinate, manage, and promote the Company’s full suite of services to clients.
- Deep expertise in taxation, estate planning, and financial reporting.
- Solid understanding of commercial and contract law.
- Strategic thinking, adaptability, and strong analytical skills.
- Strong leadership and collaborative team player.
- Proactive and results-driven mindset.
- High integrity, reliability, and efficiency.
- Excellent verbal and written communication skills.
- Professional presence with strong interpersonal skills.
- Responsive and able to thrive in dynamic environments.
Education & Experience
- Qualified : SAIPA, SAICA, or AGA.
- Relevant tertiary degree in Accounting, Finance, or related field.
- Proven track record in a senior accounting or financial leadership role.
Key Skills
- Advanced analytical and problem-solving capabilities.
- Exceptional communication and public speaking skills.
- In-depth knowledge of corporate governance and management best practices.
- Proficient in accounting systems, Microsoft Excel, and the full MS Office suite; experience with financial drafting software is a plus.