Accounting Practice Manager

We are looking for an experienced, organised professional to take ownership of the day-to-day running of our accounting practice, from evaluating our SAIPA trainees and onboarding clients

to billing, collections and the coordination of our admin team.

Start date: January 2027

EFILING ADMINISTRATION

• Administer the practice’s SARS eFiling profile and client registrations.
• Handle eFiling profile transfers.

SAIPA OVERALL EVALUATOR

• Act as the practice’s SAIPA Overall Evaluator (OE) for trainee clerks during their 3-year training.
• Review logbooks and approve or decline logged experience on the SAIPA website.

CLIENT ONBOARDING

• Develop and manage the client intake and onboarding process.
• Collect and verify client information.

ADMINISTRATION OF GREATSOFT

• Manage and maintain the client database on Greatsoft.
• Allocate clients between clerks and assign the correct tax types.

CLIENT RELATIONSHIPS

• Build and maintain relationships with existing clients.

PROPOSALS & PRICING

• Prepare client proposals and quotations.
• Negotiate fees with potential clients.

SAGE DEBIT ORDERS

• Set up debit order mandates for automatic collection.
• Manage and monitor debit order runs for timely payment.
• Resolve debit order queries and issues.

DEBTORS & COLLECTIONS

• Manage outstanding invoices and accounts receivable.
• Implement effective collection procedures.

ACCOUNTING & ADMINISTRATION

• Prepare annual financial statements.
• Manage the monthly accounting of allocated retainer clients.

Manage the overall administrative function and coordinate admin staff.

Minimum Requirements:

• Education: Matric certificate
• Qualifications: BCompt (Accounting Science) or similar
• Experience: 5+ years of relevant experience
• Knowledge of SAIPA’s trainee requirements
• Working knowledge of Xero, SARS eFiling, Greatsoft, Draftworx, Pastel and SimplePay

Additional Requirements:

• Transport: Must have own reliable vehicle and a valid driver’s license.
• Other Requirements: Strong client-facing and people-management skills

Market related - based on experience and qualfiications