Supervisor: Monthly Clients

Minimum Job Requirements:

• Degree in Accounting, Finance or equivalent.
• B.Com Honours in Accounting or Postgraduate qualification; CA (SA) or equivalent designation,  a strong advantage.
• Minimum 2 to 3 years practical accounting experience in a professional services environment.
• Strong working knowledge of VAT Act, PAYE, UIF, SDL, CIPC requirements, BO registers, ROE, Dividends Tax and annual compliance obligations.
• Prior supervisory or mentorship experience preferred.
• Demonstrated mastery of monthly processing, VAT, payroll, PAYE and management accounts. 
• Proficiency in at least one of: Xero, Pastel, Eureka. SARS e-Filing experience required.
• Payroll system experience required.
• Strong working knowledge of VAT Act, PAYE, UIF, SDL, CIPC requirements, BO registers, ROE, Dividends Tax and annual compliance obligations.

• Review all work produced by Accountants and Clerks in the supervised team before it is submitted to clients or filed with SARS, CIPC or any other authority.
• Monitor the team's workload and deadline pipeline daily.
• Ensure that every Accountant in the team understands what is due, when it is due, and what the internal target is for each obligation.
• Identify capability gaps in the team and address them through on-the-job coaching, paired working or escalation to management for formal training. 

• Own the deadline calendar for the entire supervised portfolio - VAT, payroll, PAYE, management accounts, AFS handover, CIPC and all annual compliance obligations.
• Ensure VAT returns for all supervised clients are completed and reviewed.
• Ensure payroll submissions for all supervised clients are completed and reviewed.
• Ensure PAYE (EMP201) is processed and payable by the last working day of each month.
• Proactively flag any risk to an internal deadline to the Manager as soon as it is identified. 

• Maintain a personal portfolio of monthly clients.
• Team oversight, review and client relationship management. 

• Handle client queries escalated from Accountants in the team - resolving matters that fall beyond the Accountant's technical scope or authority.
• Maintain direct client relationships for the most complex or sensitive clients in the supervised portfolio.

• Prepare and review monthly management accounts, VAT returns, payroll reports and trial balances to the standard required for sign-off.
• Co-ordinate the handover of complete, reconciled trial balances to the AFS department.
• Liaise with the Personal Tax and Company Tax departments on all tax matters arising within the supervised portfolio.
• Co-ordinate annual compliance obligations - AFS, annual tax, CIPC, BO, ROE, Dividends Tax and Donations Tax.
• Escalate complex technical matters, advisory questions or unusual transactions to the Manager, Partner or relevant Specialist. 

• Actively develop each Accountant in the team, through daily interaction, review feedback, and deliberate coaching on areas of weakness.
• Support Accountants in preparing for their bi-annual Training & Development sessions.
• Identify high-potential Accountants and raise their development with Management. 

• Update personal workflow entries in Infinity in real time.
• Monitor the team's Infinity entries as part of the daily supervision cycle.
• Work directly with the Process Management team.
• Use Infinity management reports to plan team workload, identify bottlenecks and report status to the Manager. 

• Model and enforce all firm service delivery policies within the team.
• Actively participate in both bi-annual Training & Development sessions with a self-driven, prepared agenda.
• Engage with the annual one-on-one with the Group CEO as an opportunity to raise personal development goals and career direction.

• Technical mastery.
• Deadline ownership.
• Team development.
• Review discipline.
• Client management.
• Leadership by example.
• Escalation judgment.
• Communication.
• Self-driven development.
• Accountability.