Manager Private Clients Department

Cape Town, WC, ZA, South Africa

Job Description

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Job Advert Summary



We are seeking a dynamic and experienced Manager to join our expanding team.





In this role, you will lead a team of accountants and manage a diverse portfolio of clients, delivering expert accounting and tax services tailored to private and family wealth structures. Our clients include individuals, entrepreneurs, and business owners, and your work will support their goals in wealth creation and legacy planning.



At Moore, we cultivate a collaborative and supportive culture that values both teamwork and individual excellence. You'll work alongside a skilled team of tax and accounting professionals, engaging with a broad spectrum of clients and contributing meaningfully to their financial success.



Moore Cape Town is a member of a leading international network of accounting and consulting firms. Join our dynamic

Private Clients

department and take your career to new heights.

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Minimum Requirements



Knowledge, Skills and Abilities




Understanding of accounting for both listed and unlisted investment portfolios across various asset types Strong knowledge of accounting principles, tax legislation, and other relevant acts and standards Experience managing independent review (ISRE 2400) and compilation (ISRS 4410) engagements Strong knowledge of IFRS for SME's and drafting of annual financial statements in accordance with this accounting framework Good understanding of the taxation of trusts Strong client relationship skills Good problem-solving and strategic thinking skills Caseware Greatsoft Xero

Minimum level of Education/Qualifications and experience required




B.Com / Honours (Accounting / Financial Accounting) PA(SA) / AGA(SA) 3 - 5 Years post articles experience Experience managing a team

Personal Qualities




Strong leadership ability Strong client and interpersonal relationship management skills Ability to thrive in a high-pressure, deadline-driven environment Excellent communication abilities Capable of working independently and managing priorities effectively Demonstrates a strong work ethic Organised, systematic, and reliable
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Duties and Responsibilities



Position overview




Managing a portfolio of clients encompassing the following responsibilites:

+ Main point of contact for your clients
+ Planning client engagements in accordance with tax and related deadlines
+ Managing a team performing the engagements
+ Review of engagements performed by the team
+ Communicating and presenting financial statements to clients
+ Manage tax compliance status of the client portfolio (including Individuals, Companies, Close Corporations and Trusts) in conjunction with a dedicated Tax Compliance Officer
+ Liaising with various departments within the company providing a range of services to the client portfolio
+ Dealing with queries from SARS and clients
+ Liaising with the tax advisory division regarding the implementation of tax structures and ensuring related compliance from an accounting and tax perspective
+ Onboarding new clients

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Job Detail

  • Job Id
    JD1548540
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Cape Town, WC, ZA, South Africa
  • Education
    Not mentioned