Purpose of the role

• Independent reviews of companies that do not require audits
• Compilation of financial statements of companies and close corporations
• Compilation of financial statements of related entities (personal, trusts etc.)

Key Duties and Responsibilities – Key Performance Indicators:

Compile annual financial statements for individuals, trusts, close corporations and companies, perform independent review and attend to all related administration requirements:

• Gather client information.
• Draft financial statements and provide accounting assistance where necessary.
• Prepare working paper files.
• Resolve review queries from Partner and do final entries as per Partner’s finalization.
• Provide accounting assistance and pass adjusting entries to bring accounting records to level where financial statements can be prepared in accordance with the relevant accounting framework.
• Process and reconcile annual transactions from source documents.
• Calculate and account for income tax and deferred tax.
• Prepare tax computations for individuals, trusts, close corporations and companies.
• Preparation of budget; control of targets to ensure monthly targets are met.
• Liaising and dealing with Clients, Supervisors and Partners on their expectations and requirements.
• Assess the needs of new clients

Minimum Requirements:

Recognised B. Comm Accounting/Financial qualification.

• Membership of Professional Body (e.g., SAIPA / SAICA).
• 1 - 2 years’ post article experience in an accounting/auditing environment.
• Experience in performing independent reviews.
• Proficiency in MS Office with good working knowledge of Excel and Pastel.
• CaseWare proficiency essential, including drafting of financial statements in Caseview.
• Proficient in application of IFRS for SME.
• Experienced in preparation of Company, Close Corporations, Trusts, Sole Proprietors and personal financial statements.
• Proficient in providing accounting assistance and passing adjusting journal entries to take accounting records to financial statement level.
• Proficient in calculating tax (including deferred tax) for companies, close corporations, trusts, sole proprietors and personal financial statements.
• Ability to operate independently with limited technical guidance.

Applications to be sent to:
Samantha Senekal
HR Manager
samantha.senekal@pkf.co.za

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