At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you.
ABOUT THE ROLE
The role forms part of a team based in Cape Town and Johannesburg and reports to the Client Accounting Team Manager. It involves maintaining the accounting records of, and producing timely and accurate financial statements for, onshore trusts and companies. This requires close and regular interaction and collaboration with team members in both Cape Town and Johannesburg, all members of the Family Office team, clients, the international accounting team, and various external business contacts (including banks, SARS, third-party and in-house custodians, and in particular accounting and tax compliance service providers). In addition, the role provides support, guidance, and oversight to a team of associates and is responsible for day-to-day people management activities, including workload allocation, performance support, coaching, and ensuring team deliverables are met.
PRINCIPAL ELEMENTS & ACCOUNTABILITIES
- Accounts maintenance of relevant information to trial balance level as well as the preparation of financial statements (Trusts & companies)
- Maintaining entity ledgers on a regular basis ensuring they are up to date
- Systematic filing and information gathering of client agreements with third parties to identify actions required such as issuing invoices.
- Work with relationship managers to gather relevant information to allow the team to prepare financial reports, tax and other statutory returns for our clients within strict deadlines
- Liaising with the Trust Administrator and Middle Office Teams to ensure adequate supporting documents are in place for various updates in clients.
- Actively supports the Client Accounting Manager with the day-to-day management of people including workload allocation, performance support, coaching, and ensuring team deliverables
- Provision of relevant reports for client reporting purposes
- Provision of reporting for local and international tax purposes
- Manage and maintain the tax compliance of allocated clients (Individuals, Trusts & Companies) by ensuring all tax affairs are accurate, up to date and adhere to relevant legislation.
QUALIFICATIONS AND EXPERIENCE
- BCom Accounting graduate having completed SAIPA Articles (with Professional exam passed).
- A minimum of 2 years’ post articles experience required
- Exposure to managing a team would be beneficial
- Practical experience within the financial services environment in a similar role, with exposure to local trust and company structures.
- Experience in a deadline-driven environment.
- Registered Tax Practitioner or able to complete the SARS readiness program during the interview process.
SKILLS
- Good people leadership capabilities
- Ability to work on complex and large client groups
- This position requires a good understanding of: Accounting knowledge and competence including IFRS for SMEs, basic understanding of trusts and investment statements, interpretation of financial statements; technical experience in Caseware, Xero and Microsoft Office; exceptional communication skills; ability to manage expectations and competing priorities.
COMPETENCIES AND BEHAVIOURS
- Energetic: Self-motivated and self-manages with a good work ethic, schedules and manages workload effectively, thinks ahead, sets plans to achieve goals.
- Results orientated: Delivers work of a high standard, output is accurate and error free; owns delegated tasks and pays attention to detail, takes prompt action and sees tasks through to completion.