Job Description

Senior Bookkeeper - Yumna Jamodien Associates

Position Overview:

The

Senior Bookkeeper

is responsible for overseeing all accounting functions, ensuring accurate financial records, managing junior staff, and supporting the Accounts Manager in delivering timely and compliant financial services to clients. This role requires advanced bookkeeping expertise, strong reconciliation skills, VAT and payroll management, and financial reporting.

Key Responsibilities:

Accounting & Financial Management

Perform and oversee data capturing, monthly, biannual, and annual client accounts. Reconcile bank statements, credit card statements, loan accounts, and supplier/customer statements. Manage VAT reconciliations, calculations, and submissions, ensuring timely filing and client payments. Prepare and review management accounts, ensuring they are sent to clients monthly. Verify payroll reconciliations (PAYE, UIF, SDL) and ensure compliance. Process expense slips (petrol, airtime, electricity, etc.) and maintain accurate records. Calculate depreciation and maintain/update asset registers. Prepare trial balances and ensure accounts align with prior-year financial statements. Assist in SARS audits by gathering supporting documents and communicating with clients. Handle provisional tax submissions and ad-hoc tax-related services. Oversees the administrative team with CIPC, Tax submission, SARS submissions and other administrative functions.

Team & Workflow Management

Supervise junior administrators and bookkeepers, assign tasks, and provide guidance. Manage the accounts and admin teams to ensure all KPI's are met. Review timesheets of accounts staff and submit weekly reports for management review. Ensure clients submit required documentation on time by following up regularly. Train clients on Sage (bank statement capture, supplier invoices, adding new suppliers). Verify work completed by junior staff before submission to the Accounts Manager.

Compliance & Reporting

Ensure all accounts balance before final trial balance preparation for Annual Financial Statements (AFS). Check that SARS instalments, loan accounts, and stock figures are accurate. Confirm supplier/customer accounts match statements and resolve discrepancies. File backups before cashbook updates and maintain organized supporting documentation. Identify and note any issues in accounts for review. Monitor penalties and interest on SARS payments, ensuring proper accounting.

Software & Systems

Work on

Sage

and

Pastel

for accounting entries, reconciliations, and reporting. Send clients VAT and month-end reports upon completion.

Qualifications & Experience: The below are all compulsory. Do not apply if you don't have it.

Diploma in Financial Management, Bookkeeping, or a related field.

Compulsory.*

Minimum 3 years of experience in bookkeeping or a similar role

, with a strong understanding of VAT, payroll, and financial reporting.

Compulsory.*
Proficiency in

Sage, Pastel, Microsoft Excel, and accounting software

.

Compulsory.*
Knowledge of

SARS eFiling, tax compliance, and payroll systems

. Strong attention to detail, problem-solving skills, and ability to manage deadlines.

Salary & Benefits:

Salary offered based on qualifications and experience.

Opportunities for professional growth within the firm.

Reporting Structure:

Reports to the

Director

. Oversees junior bookkeeping and administration staff.

Performance Expectations:

Timely submission of VAT returns, management accounts, and client reports. Accurate reconciliations and compliance with SARS regulations. Effective communication with clients and internal teams. Proactive follow-up on pending tasks and client documentation.
Job Type: Full-time

Pay: R17000,00 - R20000,00 per month

Application Question(s):

How many years management experience do you have?
Education:

Diploma (Required)
Experience:

Bookkeeping /Accounting: 3 years (Required)
Work Location: In person