Are you a meticulous finance professional who takes pride in keeping accurate records and ensuring every transaction is accounted for?

Our client in Cape Town is looking for someone to maintain the company’s financial records, process transactions, reconcile accounts, manage debtors, and support month-end and year-end procedures.

This role is essential to ensuring financial accuracy, client liaison and the ability to work methodically while meeting deadlines.

REQUIREMENTS

Matric or equivalent
Relevant tertiary qualification advantageous
Minimum 5 years’ experience in client management or debtors within an accounting, audit, tax or financial services environment
Strong working knowledge of MS Word, advanced Excel, Outlook, Sage and/or Xero; experience with electronic client systems advantageous
High attention to detail with strong numerical ability and accuracy
Fast, accurate typing and excellent verbal and written communication skills in English and Afrikaans
Trustworthy and discreet with confidential information
Able to perform under pressure and manage urgent tasks effectively
Professional, well-presented and a strong team player with a positive attitude
Able to escalate matters appropriately to management when required

DUTIES

Perform the full debtors function, ensuring accuracy of payments, amounts and records
Manage client relations by responding to queries and clearly communicating fee structures, planning and retainer details
Handle new client enquiries, prepare quotes, engagement letters and onboard new clients
Approve fee estimates and monitor deliverables from the production team
Liaise with clients and third parties to ensure a high level of client satisfaction
Provide administrative and billing support to the production/accounting/tax teams, including fee document preparation
Manage general administration including document control, data entry, invoicing, email correspondence and time tracking follow-ups
Assist with statutory and regulatory administrative requirements (SARS, CIPC, and related processes)
Undertake additional reasonable duties as required

Salary: R negotiable dependent on experience

Financial Bookkeeper – Cape Town CBD