Manager: Monthly Accounts

SUMMARY:
The Manager: Monthly Accounts is the senior operational leader of the monthly clients function. This role carries full accountability for the performance, quality, compliance and commercial outcomes of a team of six to twelve staff, including one to two Supervisors, across a portfolio of monthly clients.

You must be a technical expert across accounting, tax and firm systems; be commercially aware, and capable of delivering high-level advisory to the firm's larger and more complex clients.

POSITION INFO:
Minimum Job Requirements:

• B.Com Honours essential.
• CA (SA) or equivalent professional designation. 
• Demonstrated track record of delivery over 7 to 10 years within the firm or a comparable professional services environment.
• Minimum 7 years in professional services accounting, with at least 3 years in a supervisory or management role.
• Demonstrated experience managing teams of 4 or more staff.
• Expert-level competency across monthly accounting, VAT, payroll, PAYE, AFS co-ordination, CIPC and full annual compliance. Capable of handling complex advisory engagements.
• Expert in at least two of: Xero, Pastel, Eureka.
• Proficient in SARS e-Filing, payroll systems and firm practice management tools.
• Demonstrated track record of providing commercially relevant advisory to clients beyond the scope of standard compliance work.
• Proven ability to lead, develop and retain a team of professional staff across multiple levels of seniority.

• Lead a team of 6 to 12 staff across one or two Supervisors and their respective Accountant and Clerk teams.
• Plan and manage team workload proactively.
• Build Supervisors who are ready for management and Accountants who are ready for supervision.
• Maintain a team-first mentality in all decisions.

• Plan and maintain the team's workflow calendar across all monthly, quarterly and annual obligations - VAT, payroll, PAYE, management accounts, AFS handovers, CIPC, BO, ROE, Dividends Tax and Donations Tax.
• Plan training for the team, identifying gaps, sourcing solutions and tracking development progress.
• Ensure the firm's internal deadline targets are met across the entire managed portfolio.
• Monitor compliance quality across the team's output. 

• Personally manage the firm's larger, more complex and commercially significant monthly clients.
• Conduct high-level client meetings, handle complaints, manage difficult conversations and navigate complex technical queries with confidence and without Partner involvement where possible.
• Provide proactive advisory to clients.
• Identify growth opportunities within the managed portfolio. 

• Serve as the primary technical resource for the team across monthly accounting, VAT, payroll, PAYE, AFS co-ordination and annual compliance.
• Be expert across the firm's accounting systems - Xero, Pastel, Eureka, and guide the team on system-related queries and issues.
• Handle complex technical queries from Supervisors and Accountants.
• Liaise with Tax, AFS, CIPC and other departments on complex multi-discipline client matters, co-ordinating the firm's full service capability on behalf of the client. 

• Provide commercially relevant, technically sound advisory to larger clients on matters including business structure, cash flow, tax efficiency, compliance risk and financial performance.
• Identify advisory opportunities within the managed portfolio and raise them with the client and with Partners where appropriate.
• Support the firm's new business and cross-sell efforts by identifying client needs that could be met by other parts of the company service offering. 

• Ensure the managed team collaborates effectively with AFS, Tax, CIPC, Billing & Debtors and all other firm departments.
• Represent the monthly clients function in firm-wide planning discussions and contribute to operational improvements.
• Support the Billing & Debtors department by ensuring client queries related to invoices and collections are resolved promptly within the managed portfolio.
• Assist any department in the firm that requires the Manager's input. 

• Maintain personal Infinity updates in real time across all active engagements.
• Own Infinity integrity across the entire managed portfolio. The daily management reports distributed to Partners and the Group CEO are only as accurate as the entries in the managed portfolio.
• Use Infinity as the primary management tool.
• Partner with the Process Management team as a primary stakeholder.
• Drive real-time update discipline across the entire managed team.
• Leverage Infinity automations - ensure workflows are correctly structured so that step completions trigger the right notifications and surface the right next actions for the right people.  

• Model and enforce all firm service delivery policies.
• Champion the firm's Training & Development culture.
• Engage with the annual one-on-one with the Group CEO to discuss career direction, the partnership pathway, and any matters requiring senior attention.
• Represent the company with the highest standard of professionalism in every client, team and firm interaction.

• Technical mastery - Accounting & Tax.
• Technical mastery - Systems.
• Advisory capability.
• Client management - senior level.
• Team-first leadership.
• Workflow planning.
• Training planning.
• Commercial awareness.
• Accountability
• Self-driven development.