Supervisor: Monthly Clients

SUMMARY:
The Supervisor: Monthly Clients is responsible for the oversight, quality control and timely delivery of the full monthly client service across a team of Accountants. The Supervisor carries the same technical responsibilities as an Accountant: Monthly Clients and, where team capacity permits, maintains their own client portfolio — but their primary accountability is ensuring that every client in their team's portfolio is serviced accurately, completely and ahead of both statutory and firm deadlines. The Supervisor trains, reviews, guides and prepares their team so that no client suffers a penalty, no deadline is missed, and no matter falls through the cracks. This is a leadership role built on technical mastery and delivered through people.

POSITION INFO:
Minimum Job Requirements:

• Degree in Accounting, Finance or equivalent.
• B.Com Honours in Accounting or Postgraduate qualification; CA (SA) or equivalent designation,  a strong advantage.
• Minimum 2 to 3 years practical accounting experience in a professional services environment.
• Strong working knowledge of VAT Act, PAYE, UIF, SDL, CIPC requirements, BO registers, ROE, Dividends Tax and annual compliance obligations.
• Prior supervisory or mentorship experience preferred.
• Demonstrated mastery of monthly processing, VAT, payroll, PAYE and management accounts. 
• Proficiency in at least one of: Xero, Pastel, Eureka. SARS e-Filing experience required.
• Payroll system experience required.
• Strong working knowledge of VAT Act, PAYE, UIF, SDL, CIPC requirements, BO registers, ROE, Dividends Tax and annual compliance obligations.

• Review all work produced by Accountants and Clerks in the supervised team before it is submitted to clients or filed with SARS, CIPC or any other authority.
• Monitor the team's workload and deadline pipeline daily.
• Ensure that every Accountant in the team understands what is due, when it is due, and what the internal target is for each obligation.
• Identify capability gaps in the team and address them through on-the-job coaching, paired working or escalation to management for formal training. 

• Own the deadline calendar for the entire supervised portfolio - VAT, payroll, PAYE, management accounts, AFS handover, CIPC and all annual compliance obligations.
• Ensure VAT returns for all supervised clients are completed and reviewed.
• Ensure payroll submissions for all supervised clients are completed and reviewed.
• Ensure PAYE (EMP201) is processed and payable by the last working day of each month.
• Proactively flag any risk to an internal deadline to the Manager as soon as it is identified. 

• Maintain a personal portfolio of monthly clients.
• Team oversight, review and client relationship management. 

• Handle client queries escalated from Accountants in the team - resolving matters that fall beyond the Accountant's technical scope or authority.
• Maintain direct client relationships for the most complex or sensitive clients in the supervised portfolio.

• Prepare and review monthly management accounts, VAT returns, payroll reports and trial balances to the standard required for sign-off.
• Co-ordinate the handover of complete, reconciled trial balances to the AFS department.
• Liaise with the Personal Tax and Company Tax departments on all tax matters arising within the supervised portfolio.
• Co-ordinate annual compliance obligations - AFS, annual tax, CIPC, BO, ROE, Dividends Tax and Donations Tax.
• Escalate complex technical matters, advisory questions or unusual transactions to the Manager, Partner or relevant Specialist. 

• Actively develop each Accountant in the team, through daily interaction, review feedback, and deliberate coaching on areas of weakness.
• Support Accountants in preparing for their bi-annual Training & Development sessions.
• Identify high-potential Accountants and raise their development with Management. 

• Update personal workflow entries in Infinity in real time.
• Monitor the team's Infinity entries as part of the daily supervision cycle.
• Work directly with the Process Management team.
• Use Infinity management reports to plan team workload, identify bottlenecks and report status to the Manager. 

• Model and enforce all firm service delivery policies within the team.
• Actively participate in both bi-annual Training & Development sessions with a self-driven, prepared agenda.
• Engage with the annual one-on-one with the Group CEO as an opportunity to raise personal development goals and career direction.

• Technical mastery.
• Deadline ownership.
• Team development.
• Review discipline.
• Client management.
• Leadership by example.
• Escalation judgment.
• Communication.
• Self-driven development.
• Accountability.