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Bookkeeper & Personal Assistant (Tax Consultation)
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1 year ago2130 views
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General Details
Description
CANDIDATES NEAR HOUT BAY PLEASE
NO LONG COMMUTS ACCEPTED
Client correspondence
- Answering the phone and speaking to new incoming clients
- Emailing clients
- Requesting documentation from clients
- Following up with clients (payment, documentation, clarifying information)
- Setting up new client profiles
- Welcoming clients
- Updating Website
- Secretary work
Consultations
- Setting up consultation with clients
- Setting up video conference
- Managing the schedule of the head of the office
- Taking notes during consultations
- Preparing summaries and opinions
Miscellaneous
- Getting quotes for suppliers in office
- Contacting companies and putting job in motion
- Checking invoices + ensuring payment
- Personal organisation tasks
- Review of English opinions
- Attending to CBD programs
- Xero (Accounting)
- Daily capturing of invoices and related correspondence with client.
- Reconcile interim accounts and salary and TAV control accounts
- Capture all monthly payroll for clients
- Check P&L and balance sheet for all clients
Sars and Tax
- Check efiling daily for correspondence
- Assist Herr Steiner with income tax schedule and filing tasks
- Request documents from clients when necessary
- Assist with verifications of returns and supporting documents
- Register new clients to Efiling profile
- Liaise with SARS when issues arise
- Setting up eFiling profiles and registering of clients
- Research on technical questions and opinions
- Phoning SARS, correspondence, and sorting
- Preparation of Tax Returns relating mainly to Rental income
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS83NDc2ODI0NjQ/c291cmNlPWd1bXRyZWU=&jid=1494865&xid=747682464
Id Subtitle 1186997001
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ABC Worldwide
Selling for 2+ years
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Active Ads378
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To manage the administration involved prior, during and after each micros project.
Responsible for sorting and filing all project documentation (sign off’s, timesheets, Delivery Notes…. etc.)
Keeping and managing all Customer’s project related files.
To ensure high quality work and customer service.
To uphold adapt it micros values and procedures.
To maintain customer success in all project administration.
Primary Responsibilities for the Role
Administration
Create jobs on Service Manager and produce delivery notes.Process credit notes and price adjustments after authorization from directors.Check and control all credit notes and keep them in sequenced numbers.Inform Project Managers of all credit notes that need to be signed and re-raised.If the customer AR number does not exist, follow up with the Account Manager to create and promote from CRM.Notify Account Manager of incomplete or wrong AR customer informationProvide sales / customers with copies of invoices upon invoicing (only on request)Invoice courier charges – get UTI info and courier control sheet for backupFile in sequential order and upload to Digital CabinetSolve queries regarding invoicingWeekly – update / correct the job codes and Account Managers on VM jobsPrepare pro forma invoices on requestUpdate the open job status reportLiaises with the account department to assist with the accurate invoicing of software, labor, travel and other charges.Arrange weekly project meetings with the sales department to discuss upcoming installations/projects.Maintain client folders.Maintain all client license & support agreements and ensure that signed copies are filed.To account for all dockets and documentation issued by Micros.File all Sign off, DN and project documentation on Digital CabinetEnsure that Project completed signoff documentation is returned by Installations team.Ensure that Technicians hand back completed Timesheets for each site.Follow-up with Technicians on all outstanding documents, databases, Server swop Forms, DN and TimesheetsReconcile installers’ time sheets with the original order and invoice.Make a new suspension file for each CustomerMake accommodation bookings as and when requested by PMs and send the invoice to Accounts for EFT paymentSchedule Staging TechnicianPrepare Monthly Invoicing Report Meet with the Project Manager before commencement of an installation to be briefed on any special requirements and to collect all required documentation (airline tickets, visas, pre-installation packs, ...
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Leasing Administrator (Retail Property Portfolio Leases and Contracts) required to support and participate in the Retail Operations Property Portfolio. The role is accountable for the delivery of detailed lease database capturing, reporting and communications to support governance, database and dashboard activities with detailed ownership of property related policies, procedures and templates to ensure compliance and viable commercial outcomes.
Requirements:
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The duties and responsibilities of the Lease Administrator are listed below, however is not limited to:
Maintenance of all lease documents, including lease agreements, lease amendments and lease renewals.Ensuring that lease documents comply with policies and procedures which have been established.Maintaining accurate, complete and up-to-date records for all lease documents and other important information.Managing client lease folders on Sharepoint (SP) by creating folders per policies and standards, uploading all necessary information and archiving old client folders.Maintain a detailed understanding of all the clauses, terms and conditions as well as any addendums pertaining to lease agreements.Drafting new leases from signed client proposals, using the latest lease template ensuring that information is accurate, special comments are clearly documented as prescribed and are supported by written confirmation from directors.Circulate lease agreements for signature by the client, witnesses and client representatives.Maintain an intricate knowledge of the pricing structures throughout the organisation that relate to all products and services.Ensure that all tickets applicable to lease administration are managed and completed within servicedelivery time lines.Performing credit checks and consulting with the FM with regards to any negative credit history.Providing Ops team with feedback on credit checks, after consulting with FM if necessary.Instructing finance (via ticketing system) to invoice the client once fully signed leases are received and ensuring that all relevant information is included to enable finance to invoice accura...
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TITLE: ACCOUNT MANAGER (BPO) (Cape Town)
We are seeking an experienced Account Manager with exceptional client relationship management skills and practical HR/IR experience to manage and exceed client expectations on contact centre campaigns. In addition, the successful candidate will provide HR support and IR services for contact centre teams based on client sites.
JOB FUNCTION:
Client Relationship Management
Engage with the client management team to ensure effective operational management.Ensure implementation & maintenance of Service Level Agreements and Standard Operating Procedures.Identify trends and analyse the needs of the client to propose operational interventions.
Recruitment
Liaise with the recruitment team, ensuring full understanding of the profile for new recruits.Assist with co-ordination of recruitment process.Keep the client and recruitment team informed of process.Schedule interviews.Manage attrition.Completion of all documentation relating to candidate placement.
Operational Management
Monitor attendance and adherence to schedule.Investigate incidents.Monitor quality of training/quality/coaching and related material.Performance Management as per KPIs and Targets.Collect weekly & monthly documentation (e.g. Collection of timesheets).Ensure compliance with dress code and code of conduct.24 HR problem resolution client/agentIR management manage misconduct and incapacity processesManage credit control respect of billings to clients.
HR / Payroll Administration
Management of all associated staffing administration.Submit payroll and leave queries, follow through on queries.HR administration - ensure attendance registers updated and submitted as per payroll deadlines.Medical Aid admin and leave reports.
Reporting
Attend client meetings and provide reports.Complete all required daily, weekly and monthly reports.
QUALIFICATIONS:
MatricTertiary degree/diploma (a preference)Computer literacy - MS Office – strong Excel
SKILLS AND EXPERIENCE:
2-3 years Client Relationship Management experienceExperience in working on Call Centre campaigns.TES Account/Project Management experience (a strong advantage).Practical HR/IR knowledge and experience.Valid driver’s...
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IGrow Wealth Investments, South Africa’s #1 Property Investment Company, is looking for a SAIPA Accountant to join their Finance Team.
To qualify for this position, you need:
Accounting degreeSAIPA accreditedAbility to communicate effectively and have excellent relational skills.Ability to perform calculations and prepare detailed reportsComputer skills including the ability to operate computerized accounting, spreadsheet and word-processing programsUnderstanding of statutory requirements, e.g. PAYE, UIF, etc.Knowledge of Sage Payroll, Xero and Caseware.
Duties and responsibilities include:
Payroll processing of monthly wages and monthly salaries for the Group of Companies.Processing of all transactions up to trial balance, including invoicing when required.Management of junior accounting and admin staff.Preparing financial statements.Preparing bi-monthly VAT reconciliations, submissions, and payments to SARS.Preparing monthly management accounts.Cash flow projections.All applicable statutory returns.Preparing annual income tax and provisional tax calculations and returns.Preparing audit files for annual audits.Assisting external auditors with the annual audit.Assist with client queries as/when required.General accounting admin.
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Who we are looking for: An Account Manager with strong experience in the PR/Advertising industry with at least five years’ experience in the Communications/Advertising industry and a good network of contacts. Project management, Reporting and Analytics will be a critical part of this role, alongside managing inter-agency relationships. The candidate must be based in Cape Town.
What you will do:
Client relations: ongoing working relationship with brand manager/marketing manager and inter-agency partners to ensure execution of requirements on brand strategy and communicationsHave the ability to manage multiple stakeholders, both internal and externalMedia planning: overseeing and managing the implementation of a PR calendar according to brand strategyInfluencer marketing: Create, manage, and implement influencer content calendar/s according to brand strategyIdentify, recruit, and establish relationships with influencers relevant to our clients brands and campaignsScouting and casting new influencer talent across various African marketsMaintain ongoing communication with influencers, fostering trust and collaborationNegotiate terms, fees and deliverables with influencers to secure partnershipsDraft and execute influencer contracts and agreementsCoordinate campaign logistics, including content creation, posting schedules and product shipmentsEnsure that influencers adhere to campaign guidelines and deliver content as per the agreementReview influencer-generated content for brand alignment, quality, and compliance with guidelinesResearch and Reports: compiling reports applicable to industry trends, analyse campaign performance metrics, including engagement, reach and ROI
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Previous experience in a similar account management and brand communications roleAt least five years solid experience with traditional external PRA proven track record designing and implementing PR/content distribution (Influencer) campaignsA keen interest in entertainment and culture, especially from an African perspectiveKnowledge of the South African media landscapeExperience generating contentA proven track record of driving resultsOrganised and methodicalAn eye for detail and an ability to see the big pictureAbility to juggle multiple projects, prioritise, meet deadlines and communicate effectively
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Job DescriptionThe Head of Environmental, Social and Governance (ESG) is responsible for developing and overseeing environmental, social and corporate governance policies and procedures across our existing and growing portfolio of 11 renewable energy projects. The projects are required to be socially and environmentally sustainable and comply with nationally and internationally recognized best practices.
The role reports to the Chief Executive Officer and will work closely with internal and external stakeholders to achieve the policy goals of the company in regards to ESG best practice and standards.
Responsibilities:The Head of ESG will manage, monitor and optimise the ESG performance of the company’s renewable energy assets. A key focus willbe the overall monitoring of ESG across the entire portfolio, ensuring best practice is applied and consolidated review is reported up to AIIM inrespect of its IDEAS Fund as shareholder and other stakeholder groups as needed.
Responsible for the development and implementation of EIMSenvironmental and social management system (ESMS) and ESG andHealth and Safety Policies and Procedures.Provide technical expertise on key issues related to environmental and social impact assessment and on sustainability risks in the design, preparation, implementation and supervision of projects in the portfolio taking into consideration best industry practices and standards.Manage and conduct environmental and social safeguarding due diligence across the portfolio and new projects as they arise.Identify all key potential social and environmental impacts and risks and ensure that their magnitude and significance are well understood and appropriately mitigated.Ensure that the whole management team understands the applicable ESG policies, guidelines and project-specific requirements, and has the necessary commitment and capacity to manage social and environmental impacts and/or risks ? Conduct consultations with stakeholders in accordance with relevant policies and guidelines and be responsible for reporting on such.Report on and disseminate good practices and generated knowledge.Assisting with ESG due diligence to assess compliance with UNPRI, Equator Principles, IFC Performance Standards, IFC EHS and Sector Guidelines, ILO and other relevant standards for potential new projects and acquisitions.Supporting the team unlocking positive ESG impacts.Reviewing the ESG aspects of projectsAssisting specialists with project implementation and contractual compliance in respect to the ESG obligations.Site visits to the various project locations.Preparation of investor reports and responses to ad-hoc investor/shareholder ESG queries.ESG data management and analysis .Training of the companys team members and oth...
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