About the position
Our client is a rapidly growing professional services firm that partners with SME's and scaling businesses to build stronger, more efficient finance functions. They provide a comprehensive range of outsourced financial services, including accounting, financial management, tax and company secretarial services, payroll, compliance, and international expansion support. With a collaborative and growth-focused culture, they are passionate about helping businesses succeed while providing meaningful career development opportunities for their team.
They are seeking a detail-oriented and client-focused Management Accountant to join their Somerset West team. This role will be responsible for managing a portfolio of clients, preparing monthly management accounts, annual financial statements, and supporting various tax and compliance functions. The successful candidate will have the opportunity to build strong client relationships and develop into a more strategic, client-facing finance role over time.
Responsibilities:
Management Accounting & Financial Reporting
- Prepare and compile monthly management accounts, including income statements, balance sheets, and supporting schedules for a portfolio of clients.
- Draft Annual Financial Statements (AFS) in accordance with IFRS for SMEs.
- Perform month-end and year-end accounting processes, including general ledger and control account reconciliations.
- Conduct variance and trend analysis, identifying and escalating key issues where appropriate.
- Assist clients with budgeting and forecasting requirements as needed.
Tax & Compliance
- Assist with the preparation and submission of income tax and other statutory returns.
- Support clients in maintaining compliance with applicable financial and regulatory requirements.
- Assist with audit and independent review processes and respond to related queries.
Client Relationship Management
- Build and maintain strong relationships with a portfolio of clients.
- Serve as a trusted point of contact for assigned clients and provide ongoing support and guidance.
- Deliver exceptional service and communicate financial information in a clear and practical manner.
Administration & Continuous Improvement
- Maintain accurate, organised, and up-to-date financial records across various accounting systems.
- Identify opportunities to improve processes and efficiencies within the finance function.
- Embrace new technologies and tools, including AI-enabled solutions, to enhance accuracy and productivity.
- Collaborate effectively with colleagues and contribute positively to team objectives.
Requirements:
- Degree in Accounting, Finance, or a related field, alternatively 5+ years of relevant experience.
- SAIPA or CIMA qualification is essential.
- Experience preparing monthly management accounts and Annual Financial Statements.
- Exposure to South African tax compliance and statutory return preparation.
- Experience using accounting and financial reporting software such as Xero, Draftworx, Sage, or similar.
- Strong Microsoft Excel skills.
- Comfortable engaging with clients and interested in developing into a more client-facing role.
Advantageous:
- Experience reviewing Annual Financial Statements prepared by others.
- Previous experience preparing management accounts for multiple entities or clients.
- Experience within an accounting practice, outsourced finance function, or professional services environment.
Skills:
- Excellent attention to detail and high levels of accuracy.
- Strong analytical and problem-solving abilities.
- Exceptional organisational and time management skills.
- Ability to manage multiple priorities and deadlines simultaneously.
- Strong communication and interpersonal skills.
- Ability to work independently while collaborating effectively within a team.
- Proactive mindset with a genuine eagerness to learn and grow.
- Client-focused with the ability to build trusted relationships.
- Adaptable and open to embracing new technologies and ways of working
Desired Skills:
- Tax compliance
- IFRS
- SME's
- Annual Financial Statements
- CIMA
- SAIPA
- Accounting
- Xero
- Sage
- Draftworx
- Income Tax
Desired Work Experience:
