Minimum Job Requirements: B.Com Honours essential. CA (SA) or equivalent professional designation. Demonstrated track record of delivery over 7 to 10 years within the firm or a comparable professional services environment. Minimum 7 years in professional services accounting, with at least 3 years in a supervisory or management role. Demonstrated experience managing teams of 4 or more staff. Expert-level competency across monthly accounting, VAT, payroll, PAYE, AFS co-ordination, CIPC and full annual compliance. Capable of handling complex advisory engagements. Expert in at least two of: Xero, Pastel, Eureka. Proficient in SARS e-Filing, payroll systems and firm practice management tools. Demonstrated track record of providing commercially relevant advisory to clients beyond the scope of standard compliance work. Proven ability to lead, develop and retain a team of professional staff across multiple levels of seniority. Key Responsibilities: Reports to the Partner: Monthly Accounts or Group CEO: Team Leadership & Management: Lead a team of 6 to 12 staff across one or two Supervisors and their respective Accountant and Clerk teams. Plan and manage team workload proactively. Build Supervisors who are ready for management and Accountants who are ready for supervision. Maintain a team-first mentality in all decisions. Planning - Workflow, Training & Compliance: Plan and maintain the team's workflow calendar across all monthly, quarterly and annual obligations - VAT, payroll, PAYE, management accounts, AFS handovers, CIPC, BO, ROE, Dividends Tax and Donations Tax. Plan training for the team, identifying gaps, sourcing solutions and tracking development progress. Ensure the firm's internal deadline targets are met across the entire managed portfolio. Monitor compliance quality across the team's output. Client Portfolio - Complex & Senior Clients: Personally manage the firm's larger, more complex and commercially significant monthly clients. Conduct high-level client meetings, handle complaints, manage difficult conversations and navigate complex technical queries with confidence and without Partner involvement where possible. Provide proactive advisory to clients. Identify growth opportunities within the managed portfolio. Technical Leadership: Serve as the primary technical resource for the team across monthly accounting, VAT, payroll, PAYE, AFS co-ordination and annual compliance. Be expert across the firm's accounting systems - Xero, Pastel, Eureka, and guide the team on system-related queries and issues. Handle complex technical queries from Supervisors and Accountants. Liaise with Tax, AFS, CIPC and other departments on complex multi-discipline client matters, co-ordinating the firm's full service capability on behalf of the client. Advisory Delivery: Provide commercially relevant, technically sound advisory to larger clients on matters including business structure, cash flow, tax efficiency, compliance risk and financial performance. Identify advisory opportunities within the managed portfolio and raise them with the client and with Partners where appropriate. Support the firm's new business and cross-sell efforts by identifying client needs that could be met by other parts of the company service offering. Cross-Departmental Collaboration: Ensure the managed team collaborates effectively with AFS, Tax, CIPC, Billing & Debtors and all other firm departments. Represent the monthly clients function in firm-wide planning discussions and contribute to operational improvements. Support the Billing & Debtors department by ensuring client queries related to invoices and collections are resolved promptly within the managed portfolio. Assist any department in the firm that requires the Manager's input. Infinity Workflow Management - Portfolio Ownership and Management Reporting: Maintain personal Infinity updates in real time across all active engagements. Own Infinity integrity across the entire managed portfolio. The daily management reports distributed to Partners and the Group CEO are only as accurate as the entries in the managed portfolio. Use Infinity as the primary management tool. Partner with the Process Management team as a primary stakeholder. Drive real-time update discipline across the entire managed team. Leverage Infinity automations - ensure workflows are correctly structured so that step completions trigger the right notifications and surface the right next actions for the right people. Firm Culture & Policies: Model and enforce all firm service delivery policies. Champion the firm's Training & Development culture. Engage with the annual one-on-one with the Group CEO to discuss career direction, the partnership pathway, and any matters requiring senior attention. Represent the company with the highest standard of professionalism in every client, team and firm interaction. Competency: Technical mastery - Accounting & Tax. Technical mastery - Systems. Advisory capability. Client management - senior level. Team-first leadership. Workflow planning. Training planning. Commercial awareness. Accountability Self-driven development. This is the most senior management role in the firm before partnership, the last step before equity, and the role from which the firm's next generation of Partners is built.
Manager: Monthly Accounts
SHARON NUROCK RECRUITMENT CC
durban, durban
Published 4 days ago
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