Trust Accountant

Dante Group Pty Ltd; Sandton; On-site; ZAR 540,000 - 720,000; Full time

Job summary

Top tier wealth and investment firm is seeking a Trust Accountant to join their team ASAP. The role requires a BCom or accounting qualification and 5+ years of accounting experience in financial services or wealth management, with familiarity in trust accounting and annual financial statements.

Knowledge of investments and tax, plus exposure to Forward ERP, Draftworx or Caseware, and a valid licence with own vehicle, are essential.

Qualifications

• BCom or Accounting qualification is a requirement.
• 5+ Years Experience as an Accountant in the financial services or wealth management industry.
• Experience with Trusts as the position involves maintaining the accounting records of Trusts and preparing the annual financial statements.
• Knowledge of investments and tax.
• Exposure to Forward ERP, Draftworx or Caseware.
• Valid Licence and Own Vehicle.

Responsibilities

• Maintain the accounting records of Trusts and prepare annual financial statements.
• Assist with investments and tax-related activities as needed.
• Ensure compliance with regulatory standards and deadlines.
• Collaborate with the broader wealth management team to support client reporting.

Skills

Trust accounting

5+ years accounting experience

Investments & tax knowledge

Financial services experience

Education

BCom or accounting qualification

Tools

Forward ERP

Draftworx

Caseware

Job description

Trust Accountant Position

Reference: MID015713-CdT-M-1

Top tier Wealth and Investment company is seeking a Trust Accountant to join their team ASAP.

Duties & Responsibilities

• BCom or Accounting qualification is a requirement
• 5+ Years Experience as an Accountant in the financial services or wealth management industry
• Experience with Trusts as the position involves maintaining the accounting records of Trusts and preparing the annual financial statements
• Knowledge of investments and tax
• Exposure to the following packages - Forward ERP, Draftworx or Caseware
• Valid Licence and Own Vehicle

Application Process

Consultant: Chanel du Toit - Dante Personnel Midrand
Apply via our website www.dantesa.co.za
If you do not hear from us within 5 days, please accept that your application was unsuccessful.