Accounting Consultant

Job Description

We are growing!

As an Accounting Consultant, your role is to provide comprehensive client service and support while ensuring compliance with accounting standards and tax regulations. You will be responsible for processing various financial transactions, reviewing the work of trainees, and compiling accurate financial statements and management reports. Additionally, you will engage with clients, build relationships, and assist in scoping their needs. Your role also includes providing training to junior staff members. Contributing to client administration tasks, participating in planning and administrative activities, fostering a positive company culture, and staying updated with the latest industry trends.

Job responsibilities will include, among others :

Client Service

Process bank statements, supplier and customer bills, fixed assets, and other accounting tasks; review trainee work.

Ensure SARS compliance : VAT reconciliations, provisional / income tax calculations and submissions; review trainee tax work.

Compile management reports from monthly accounting records.

Compile annual financial statements for clients.

Prepare working papers for independent review engagements.

Perform and review monthly accounting to ensure accurate balance sheets and income statements.

Assist with payroll tasks : processing, reconciliations, EMP201 / EMP501 / COIDA / WCA submissions; review trainee work.

Engage with clients, build relationships, scope needs, and prepare client budgets; assist junior staff.

Provide secretarial services : annual returns, changes in year-end / directors, minutes and resolutions.

Providing Training

Provide on-the-job training to Accounting Consultants, Junior Accounting staff, and Trainees; present training to the cloud accounting team.

Client Admin

Update CRM with client details.

Perform client scoping, prepare proposals, and assist with client onboarding / offboarding.

Prepare agendas for monthly planning meetings with the Cloud Accounting Manager.

Submit timesheets on time.

Ensure timely projects rollout and sign-off.

Review budgeted vs. actual hours spent on clients.

Attend and participate in company team events.

Develop and maintain a positive company culture.

Company Culture

Promote and adhere to company values.

Foster teamwork, collaboration, and respect.

Complete scheduled training.

Collaborate with the team on challenging tasks.

Provide deliverable training updates.

Stay updated with accounting industry changes and trends.

Requirements

The ideal candidate will be a qualified SAIPA, AGA (SA), or CIMA professional with 2 years of post-articles experience. Articles in Audit, proficiency with Draftworx and Xero, and a strong background in annual accounting and SARS compliance are highly advantageous.

Characteristics of the ideal candidate

Initiative & Independence

Multi-tasking & Problem Solving

Teamwork & Interpersonal Relationships

Dependability

Attention to Detail & Stress Tolerance

Planning & Analytical Thinking

Our OCFO values : Family first

Integrity matters

Switched on Thinking

Excellence in everything

Growth and success

Requirements

Articles completed in audit, strong background in annual accounting and SARS compliance, highly advantageous. Balance sheet, reconcilliations, client accounts, SARS compliance, management reports, AFS compilation, IR, monthly accounting, payroll, ARs, training, client admin, CRM, Draftworx, Xero accounting.