Client Manager (SAIPA / CIMA / SAICA)

Description:

My client, an established Accounting and Auditing firm seeking to employ a Client Manager to join their team. The ideal candidate will be registered as a Professional Accountant at SAIPA or registration with SAICA / CIMA with experience and good knowledge of IFRS, IFRS for SMEs, VAT, Income Tax and Companies Act. The position as Client Manager | Accounting will form part of the Business Solutions Division, comprising Accounting, Payroll and Company Secretarial functions.

The ideal candidate must meet the following requirements:

• Registration as a Professional Accountant at SAIPA or registration with SAICA / CIMA;
• Experience and good knowledge of IFRS, IFRS for SMEs, VAT, Income Tax and Companies Act;
• Technical proficiency in CaseWare Working Papers, e-Filing, recognized accounting software and the Microsoft office suite;
• Proven competence in the management of client portfolios and staff;
• A valid driver’s license and own vehicle.

The key responsibilities include:

• Client portfolio management and strategic management
• Management of client portfolio consisting of a wide variety of small to medium sized clients, including individuals, trusts, closed corporations, private companies and non-profit organisations;
• Project management of accounting (referred to as business solutions), as well as related services to clients;
• Delivery of quality work through the maintenance of accounting standards;
• Workflow management and client group coordination;
• Financial budget and KPI management on client groups, as well as billing processes;
• Delivery of a support function to directors and associates of the firm, compliance to statutory obligations, as well as dealing with the resulting client inquiries in order to drive the firm’s client strategy.

Furthermore, the ideal candidate is an excellent communicator, both verbally and in writing, and can confidently deliver client service of outstanding quality. Good leadership qualities and strong interpersonal, analytical and management skills are also required. The ability to work independently and proactively is a prerequisite.

Requirements:

• Registration as a Professional Accountant at SAIPA or registration with SAICA / CIMA;
• Experience and good knowledge of IFRS, IFRS for SMEs, VAT, Income Tax and Companies Act;
• Technical proficiency in CaseWare Working Papers, e-Filing, recognized accounting software and the Microsoft office suite;
• Proven competence in the management of client portfolios and staff;
• A valid driver’s license and own vehicle.

• Client portfolio management and strategic management
• Management of client portfolio consisting of a wide variety of small to medium sized clients, including individuals, trusts, closed corporations, private companies and non-profit organisations;
• Project management of accounting (referred to as business solutions), as well as related services to clients;
• Delivery of quality work through the maintenance of accounting standards;
• Workflow management and client group coordination;
• Financial budget and KPI management on client groups, as well as billing processes;
• Delivery of a support function to directors and associates of the firm, compliance to statutory obligations, as well as dealing with the resulting client inquiries in order to drive the firm’s client strategy.