Senior Client Relationship Accountant
CA Financial Appointments
- Cape Town, Western Cape
- Permanent
- Full-time
- We are looking for someone willing to work proactively with clients to provide the following:
- Client relationship management - promote regular client contact, and client relationships are key, this role would be the key relationship point with smaller clients
- New client onboarding - Supporting new clients through the onboarding process, including kick off calls and Xero/Dext training
- Client day to day management - Regular check-ups with clients, and pro-actively managing them to their upcoming deadlines
- Client queries/follow ups - Be the point person for client queries on Accounting and Tax questions
- Year-end accounts and self-assessments - Helping to address any questions that clients have on these
- You would be required to work with the Directors on improving the process for onboarding
- Qualified / part qualified Chartered Accountant / CIMA with experience working for small business client
- A technical Accountant who prefers the Client relationship/communication side of things
- Tax experience for small business clients - covering VAT, Payroll and Corporation tax
- Experience giving Small Business/Start up Accounting advice, including the understanding on the crossover with clients' personal tax (at a simple level)
- Experience managing relationships with small business clients
- Strong communication skills both written and verbal
- Experience juggling multiple clients/projects without dropping the ball
- Experience using Xero and Dext systems would be a big plus