Job Description The AM will be responsible for managing monthly accounting clients.
This will include full ownership of the client relationship and report results to the Director who will discuss further with the clients.
The AM is also responsible for reviewing annual financial statements (AFS) and manage the junior staff in this service line.
Tasks (what does the role do on a day-to-day basis) Monthly management accounting: Discuss with the client the requirements in each specific case Execute the tasks agreed with the clients Ensure clients' staff are performing their required duties Timely reporting to the Director Add value to our clients' systems and processes Financial Statements review: Manage a team to ensure agreed deadlines are adhered to Coach junior staff Report any issues noted from the review to the Director Manage client expectations Review AFS and ensure AFS is in accordance with the applicable reporting framework Key competencies for position and level (see Group Competency model) Customer focus Communicate effectively Self-development Collaborates Builds effective teams Key behaviours we expect to see In addition to demonstrating our Group Values (Authentic, Bold, and Collaborative), the role holder will be expected to demonstrate the following: Knowledge and insight of the accounting sector Taking ownership of clients' requests, be pro-active Manage teams (at clients or internal) and be able to work in a team environment Perform research to obtain the best solution for clients Look for inefficiencies in our clients' systems and processes and enhance them Clear Director's questions and comments efficiently Look for opportunities where we can add value to our clients, especially from a financial management perspective Prepare and review financial statements Communicate with auditors and resolve questions/comments effectively and on a timely basis Qualifications Education / professional qualifications CA (SA) preferable Or busy completing CA (SA) (post articles).
Background experience Completed SAICA training contract (articles) If not CA (SA) yet - 2 years post articles experience in a financial manager role.
Industry – Financial Services Technical Solid knowledge of IFRS and related accounting frameworks.
US GAAP (investment funds) experience a bonus Computer / program knowledge MS Office (Word, Excel, Powerpoint, Outlook) CaseWare Pastel/Xero SARS efiling Company, product and market knowledge Investment Funds Financial Statements (IFRS) Management and leadership CA – leading teams in audit environment Non-CA – managerial experience Languages English.
Some clients are Afrikaans, but not a requirement.
Additional Information At IQ-EQ we want you to reach your full potential.
We offer an inclusive and diverse environment to support your career aspirations.
With a strong emphasis on continuous learning and a holistic approach to your professional and personal development.
We also offer opportunities across our service lines and our international network of offices.
