Trusts Bookkeeper | Tax & Financial Reporting Pro

Pentagon Financial Services; Cape Town; On-site; ZAR 180,000 - 240,000; Full time

Job summary

A financial services company in Wynberg, Cape Town, is seeking an experienced Bookkeeper to manage financial records and ensure compliance. The ideal candidate will have at least 3 years of experience, particularly with trusts and eFiling. Responsibilities include maintaining accurate financial records, processing transactions, and preparing financial reports. Strong analytical and organizational skills are necessary for success in this role.

Qualifications

• Proven experience as a Bookkeeper (3+ years preferred).
• Hands-on experience with accounting systems such as Xero, Pastel, and Sage.
• Strong experience working with trusts (non-negotiable).
• Experience with SARS eFiling (non-negotiable).
• Solid understanding of personal tax and income tax.

Responsibilities

• Maintain accurate and up-to-date financial records.
• Process accounts payable and receivable.
• Perform bank reconciliations and manage cash flow.
• Prepare financial reports and support month-end and year-end processes.

Skills

Experience with trusts

Attention to detail

Analytical skills

Communication skills

Organizational skills

Education

Relevant qualification in Accounting, Finance, or Bookkeeping

Tools

Xero

Pastel

Sage

Job description

A financial services company in Wynberg, Cape Town, is seeking an experienced Bookkeeper to manage financial records and ensure compliance. The ideal candidate will have at least 3 years of experience, particularly with trusts and eFiling. Responsibilities include maintaining accurate financial records, processing transactions, and preparing financial reports. Strong analytical and organizational skills are necessary for success in this role.