Accountant/ Tax Consultant

Minimum requirements

Accounting

• Manage the full accounting function for an allocated portfolio of clients.
• Perform accounting functions through to trial balance .
• Prepare and produce monthly management reports .
• Prepare and analyse financial information and accounting records.
• Draft annual financial statements for:
• Companies
• Trusts
• Sole proprietors

• Prepare annual financial statements using CaseWare .
• Provide accounting and financial guidance to clients where required.
• Ensure all accounting work is accurate, complete, and performed within required deadlines.

Taxation & Compliance

• Prepare and submit income tax returns for individuals and companies.
• Prepare and submit VAT returns for sole proprietors, companies, and trusts.
• Provide tax planning and advisory services to clients.
• Provide advice on general tax and accounting matters.
• Manage and respond to SARS correspondence on behalf of clients.
• Attend to SARS queries, requests, and compliance matters.
• Prepare and file notices of objection via eFiling where required.
• Attend to suspension of debt applications via eFiling.
• Ensure clients remain compliant with applicable tax legislation and regulatory requirements.
• Identify opportunities to optimise clients tax positions while ensuring compliance with relevant legislation.

Client & Stakeholder Management

• Maintain professional relationships with clients and external stakeholders.
• Communicate tax and accounting matters clearly and professionally.
• Liaise with SARS and other relevant stakeholders when required.
• Work closely with internal teams to ensure efficient delivery of client services.
• Conduct all client interactions in a professional and service-oriented manner.
• Travel to client premises when required.

4. Required Technical Skills & Systems The successful candidate must have:

• Practical experience with SARS eFiling .
• Strong working knowledge of Pastel .
• Strong working knowledge of CaseWare .
• Knowledge of accounting principles and financial reporting.
• Good understanding of South African tax and accounting requirements.
• Ability to prepare and submit income tax and VAT returns.
• Ability to independently manage SARS correspondence and related compliance matters.
• Strong Microsoft Office skills, particularly Excel.

5. Minimum Qualifications & Experience The following requirements are mandatory unless otherwise stated:

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