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Join to apply for the Accountant (Financial Services) role at ExecutivePlacements.com - The JOB Portal

SUMMARY:

A reputable and growing business is looking for a detail-oriented and proactive

Accountant (Financial Services)

Recruiter:

Network Recruitment

Job Ref:

NFR /Angie

Date posted:

Friday, June 27, 2025

Location:

Johannesburg, South Africa

SUMMARY:

A reputable and growing business is looking for a detail-oriented and proactive Accountant , with strong tax experience, to join their finance team. The ideal candidate will be responsible for the full accounting function, tax compliance, and supporting the business with accurate financial reporting and analysis. This role is ideal for someone with a solid foundation in accounting, paired with a deep understanding of tax legislation and requirements, who is eager to grow in a fast-paced and professional environment.

POSITION INFO:

Key Responsibilities:

• Prepare monthly management accounts and financial statements
• Handle VAT, PAYE, and other statutory submissions
• Prepare and submit corporate income tax returns (ITR14)
• Assist with tax planning and ensure compliance with current tax legislation
• Maintain accurate general ledger accounts and perform reconciliations
• Prepare audit packs and liaise with external Auditors during audits
• Support budgeting, forecasting, and cash flow reporting
• Assist with SARS correspondence and tax queries
• Ensure that all financial and tax records are maintained in compliance with the relevant regulations
• Provide support on ad hoc finance and tax projects as needed
  
  

Requirements:

• BCom Accounting or similar qualification (SAIPA/SAICA articles advantageous)
• Minimum 3–5 years accounting experience with a strong focus on tax
• Solid knowledge of South African tax laws and regulations
• Experience preparing and submitting SARS tax returns
• Proficient in accounting software (e.g., Xero, Sage, CaseWare, or similar)
• Strong Excel skills and high attention to detail
• Deadline-driven, with good problem-solving skills and initiative
  
  

Bonus Points For:

• Experience with trusts or group structures
• Working knowledge of eFiling and related SARS platforms
• Exposure to IFRS or IFRS for SMEs
  
  

If you are interested in this opportunity, please apply directly. For more finance jobs, please visit

If you have not had any response in two weeks, please consider the vacancy application unsuccessful. Your profile will be kept on our database for any other suitable roles / positions.

We also invite you to contact us to discuss your next career move in finance!

For more information, contact:

Angelique Jardim

Specialist Recruitment Consultant

Seniority level

• Seniority level Mid-Senior level

Employment type

• Employment type Full-time

Job function

• Job function Accounting/Auditing and Finance
• Industries Advertising Services

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We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

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What Were Looking For:

• ✔️ Completed articles (SAICA or SAIPA)
• âœï¸ Experience in Financial Services is essential (Banking, Insurance, Investment, Asset Management, etc.)
• ✔¸ S ong technical accounting, reporting, or regulatory knowledge
• ✠¸mbitious, detail-oriented professionals with a passion for excellence

Whether you're ready for a new challenge or exploring opportunities in dynamic and respected firms, we want to connect with you.

If you are interested in this opportunity, please apply directly. For more finance jobs, please visit

Reference: JHB -HLG-1

Location: Roodepoort - Office Based
Role: Office Manager
Company: A leading privately owned financial services company boasting 20 years success in the industry. The role of Office Manager is newly created due to the phenomenal growth of the company.

Duties & Responsibilities

This position offers a unique opportunity to take ownership of a newly created role! The successful candidate will develop office policies and procedures and implement such to ensure the smooth running of this fast-paced business.

Although the company has enjoyed tremendous success over the past 20 years, they have a very entrepreneurial culture and encourage innovation and creativity. To be successful in this role you should have the following traits, skills, and experience:

1. 2 - 5 years in office administration which could include Personal Assistant role.
2. Relevant Diploma, Degree or certification.
3. Super Organized and extreme use of initiative.
4. Outstanding communication and interpersonal skills.
5. Fun and outgoing personality but professional.
6. Proficient in MS Office including Word, PowerPoint, and Excel.
7. Loves to take charge (in a nice way).
8. Management of office budget.
9. Management of office support staff.
10. Scheduling meetings, maintaining calendars, and assisting with travel arrangements.
11. Ordering of equipment and organizing of events.
12. Essentially, a jack of all trades and love it!

Package & Remuneration

R 35 000 - R 40 000 - Monthly

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Introduction

BA Personal as a specialist in our field of expertise with extensive experience in placing niche and specialized roles both Nationally and Globally, is known for attracting and representing high caliber candidates. Our clients are diverse Leaders in their respective Industries and Representatives across all business sectors.

Excellent opportunity for a highly experienced Distribution Sales Manager: TIED FINANCIAL ADVISORY SERVICES with vast product experience to meet growth objectives in all distribution channels in the Life and Wealth, Personal lines and Commercial Lines channels.

Duties & Responsibilities

Leadership and Direction

• Identify and communicate the actions needed to implement the function's strategy and business plan within the business area or department; explain the relationship to the broader organization's mission, vision and values; motivate people to commit to these and to doing extraordinary things to achieve local business goals.
• Develop tactical plans for optimizing resources and assets being managed to deliver on the Tied Financial Advisory Services strategy to meet business growth requirements.
• Effectively align channel objectives to overall organizational / business objectives in order to meet profit targets.

Business Planning

• Develop and propose annual business plans for the Tied Financial Advisory Services ensuring alignment with strategy.
• Meet growth objectives in all distribution channels in the Life and Wealth, Personal lines and Commercial Lines channels.
• Recommend financial and headcount budgets; propose business targets (e.g., revenues or other key performance indicators); and schedule key activities/projects, ensuring integration with other elements of the organization.

Stakeholder Engagement (Internal and External)

• Identify and manage stakeholders up to top management level, finding out their needs/issues/concerns and reacting to these by leading and coordinating the development of stakeholder engagement plans to support the communication of business information and decisions.

Promoting Customer Focus

• Manage, monitor and ensure that exceptional customer service is delivered across the distribution channels in the Life and Wealth, Personal lines and Commercial Lines.

Organizational Capability Building

• Evaluate the capabilities of individuals within the department to identify gaps and prioritize development activities. Implement the organization's formal development frameworks within the area of responsibility.
• Coach and mentor others to support the development of the organization's talent pool.

Compliance

• Accountable for planning, monitoring and controlling the Risk and Governance of the distribution channels in the Life and Wealth, Personal lines and Commercial Lines.
• Drive the application of good governance principles and legislative compliance within the environment.

Performance Management

• Manage and report on the performance of the function / business area; set appropriate performance objectives for direct reports and hold them accountable for achieving these; take appropriate corrective action where necessary to ensure the achievement of annual business objectives.

Personal Capability Building

• Maintain external accreditations and in-depth understanding of current and emerging technologies, external regulation, and industry best practices through continuing professional development, attending conferences, and reading specialist media.
• Sell complex, often customized products and services to significant customers and/or manage a significant sales department.

Desired Experience & Qualification

General Education

• Grade 12/ SAQA Accredited Equivalent (Essential); FAIS accredited NQF5 (120 credits) (Essential); KI Regulatory Examination (Essential); Full product holding accreditation (Essential); CFP (Advantageous); Business Related Degree (Advantageous); Management and/or coaching qualification (Advantageous)

General Experience

• 8 or more years' experience managing a sales-driven team or multi-teams in the financial sector (Essential); Experience within life and wealth long-term insurance industry (Essential); Previous Tied Agent Experience (Advantageous)

Managerial Experience

• 5 or more years' regional or multi-team managerial experience within a financial services environment (Essential)

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Financial Services - Sales Administrator

Reference: JHB -HLG-1
Location: Roodepoort - Office based.
This privately owned company is a leading player in the financial services industry. They are looking for a Sales Administrator who will report to the Head of Sales (also a shareholder in the business) and support him in all aspects of sales administration. The company offers a secure role within a fast-paced, forward-thinking, and innovative environment.

Duties & Responsibilities

The successful candidate should have strong sales administration skills gained within a business-to-business (as opposed to business-to-consumer) financial services company.
Additionally, you should have a matric certificate and ideally an RE5 qualification.
You should be self-managed with strong use of initiative.
Skills required are excellent analytical skills, good numeric/statistical skills, and enjoyment in researching.
You should possess excellent English (written and verbal) with the ability to interact with both internal and external stakeholders at all levels, especially senior executive level.
Specific traits for the role include but are not limited to the following:

• Problem-solving mindset
• Proactive
• Good use of initiative
• Highly organized

Package & Remuneration

R 15 000 - R 25 000 - Monthly

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Join to apply for the Manager – Financial Services Advisory role at BDO South Africa

Join to apply for the Manager – Financial Services Advisory role at BDO South Africa

At BDO, we believe in investing in our people to help them grow, both professionally and personally. The foundation of our business is strong relationship, with colleagues, clients and other stakeholders and we work hard every day to make this a reality. Our commitment is to create unlimited growth by giving our people continuous opportunities.

BDO’s global organisation extends across 167 countries and territories, with 88,120 people working out of 1,617 offices - and we’re all working towards one goal: to provide our clients with exceptional service. Our firms across the organisation cooperate closely and comply with consistent operating principles and quality standards.

BDO South Africa has vacancies for Managers to join our Financial Services Advisory Division in our Johannesburg Offices.

The Manager manages work assignments to completion within the allocated time frame and to an appropriate standard (quality). In addition to managing client engagements, the Manager should be able to effectively mentor and coach team members, while having a strong focus on business development and internal initiatives.

Main Duties And Responsibilities

• Take ownership of, and manages work assignments to completion within the allocated time frame and to an appropriate standard (quality), through:
• proper planning before the assignment,
• appropriate coaching during the assignment,
• attention to quality of the deliverable and the supporting documentation, adequately completing provisions,
• managing the WIP appropriately and within budget, where applicable, billing the engagement, and
• closing the engagement.

• Is an effective project manager
• Track any delays and overruns and raises these at the relevant partner catch-ups and client meetings. Get immediate and timely agreement from the client to overruns.
• Reviews written documents to ensure that they are organised, well-written, referenced and easy to follow.
• Establish effective working relationships directly with key clients and broader BDO stakeholders.
• Bring industry insights and recommendations to the client during client discussions. Ensures value-added delivery to the client driving sustainability of client relationship and work allocation
• Coordinate and lead meetings with the key client stakeholders and internal senior stakeholders in the absence of the partner.
• Assess and manage project risks, processes, and controls.
• Develop a comprehensive understanding of the client’s processes and methodologies, including the reviews of process flows.
• Develops a more strategic view of the business and participates in strategic initiatives through the coaching of the partners.
• Able to lead initiatives from commencement to conclusion with minimal coaching and mentoring. Understands when to request input or assistance.
• Takes on operational role/s within the business, in addition to allocated client assignments
• Participate in proposal development as and when required
• Participate in training efforts
  
  

Qualifications

• Bcom Internal Audit
• Bcom Information Systems/Informatics
• Bsc Computer Science
• CISA, CA(SA) or CRISC
  
  

Experience And Knowledge

• 5 to 6 years of IT Audit Experience
• Knowledge of General IT Controls, Application Controls, Data Analytics, ISAE 3402 reviews, Business process analysis
  
  

Technical Competencies

• General IT Controls, Application Controls, Data Analytics, ISAE 3402 reviews, Business process analysis
  
  

Behavioral Competencies

• Effective Communication Skills, both written and verbal.
• Problem-solving techniques and effective conflict management skills.
• People management skills
• Ability to engage with top management and clients.
• Ability to establish and maintain strong relationships.
• Mentoring and coaching skills
  
  

BDO Core Competencies

• Relationships and Collaboration
• Exceptional Client Service
• Business Growth
• Engaging people
• Leadership
• Quality, Risk management and Operational performance
  
  

The appointment will be made in terms of the firm’s Employment Equity Policy.

Only short-listed candidates will be contacted.

#NR

Seniority level

• Seniority level Mid-Senior level

Employment type

• Employment type Full-time

Job function

• Job function Other
• Industries Accounting

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We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

#J-18808-Ljbffr

Key Requirements:

• BCom Accounting / Finance Degree (completed or in progress towards articles/CA(SA) advantageous)
• 12 years accounting experience in financial services (insurance, banking, asset management, or related)
• Proficient in Excel and accounting software (e.g. Pastel, CaseWare, or similar)
• Strong understanding of financial reporting, reconciliations, and general ledger processes

Whats On Offer:

• Opportunity to join a leading financial services business with excellent career growth prospects
• Exposure to regulatory reporting, financial analysis, and month-end processes
• Mentorship and support from senior finance professionals
• Competitive salary and benefits package

If youre passionate about building a career in finance and want to be part of a company that values learning, innovation, and professional development, then wed love to hear from you!

If you are interested in this opportunity, please apply directly. For more finance jobs, please visit

Reference: JHB -HLG-1 Location: Roodepoort - Office BasedRole: Office ManagerCompany: A leading privately owned financial services company boasting 20 years success in the industry. The role of Office Manager is newly created due to the phenomenal growth of the company. Duties & Responsibilities This position offers a unique opportunity to take ownership of a newly created role! The successful candidate will develop office policies and procedures and implement such to ensure the smooth running of this fast-paced business. Although the company has enjoyed tremendous success over the past 20 years, they have a very entrepreneurial culture and encourage innovation and creativity. To be successful in this role you should have the following traits, skills, and experience: 2 - 5 years in office administration which could include Personal Assistant role. Relevant Diploma, Degree or certification. Super Organized and extreme use of initiative. Outstanding communication and interpersonal skills. Fun and outgoing personality but professional. Proficient in MS Office including Word, Power Point, and Excel. Loves to take charge (in a nice way). Management of office budget. Management of office support staff. Scheduling meetings, maintaining calendars, and assisting with travel arrangements. Ordering of equipment and organizing of events. Essentially, a jack of all trades and love it! Package & Remuneration R 35 000 - R 40 000 - Monthly #J-18808-Ljbffr

Introduction BA Personal as a specialist in our field of expertise with extensive experience in placing niche and specialized roles both Nationally and Globally, is known for attracting and representing high caliber candidates. Our clients are diverse Leaders in their respective Industries and Representatives across all business sectors. Excellent opportunity for a highly experienced Distribution Sales Manager: TIED FINANCIAL ADVISORY SERVICES with vast product experience to meet growth objectives in all distribution channels in the Life and Wealth, Personal lines and Commercial Lines channels. Duties & Responsibilities Leadership and Direction Identify and communicate the actions needed to implement the function's strategy and business plan within the business area or department; explain the relationship to the broader organization's mission, vision and values; motivate people to commit to these and to doing extraordinary things to achieve local business goals. Develop tactical plans for optimizing resources and assets being managed to deliver on the Tied Financial Advisory Services strategy to meet business growth requirements. Effectively align channel objectives to overall organizational / business objectives in order to meet profit targets. Business Planning Develop and propose annual business plans for the Tied Financial Advisory Services ensuring alignment with strategy. Meet growth objectives in all distribution channels in the Life and Wealth, Personal lines and Commercial Lines channels. Recommend financial and headcount budgets; propose business targets (e.g., revenues or other key performance indicators); and schedule key activities/projects, ensuring integration with other elements of the organization. Stakeholder Engagement (Internal and External) Identify and manage stakeholders up to top management level, finding out their needs/issues/concerns and reacting to these by leading and coordinating the development of stakeholder engagement plans to support the communication of business information and decisions. Promoting Customer Focus Manage, monitor and ensure that exceptional customer service is delivered across the distribution channels in the Life and Wealth, Personal lines and Commercial Lines. Organizational Capability Building Evaluate the capabilities of individuals within the department to identify gaps and prioritize development activities. Implement the organization's formal development frameworks within the area of responsibility. Coach and mentor others to support the development of the organization's talent pool. Compliance Accountable for planning, monitoring and controlling the Risk and Governance of the distribution channels in the Life and Wealth, Personal lines and Commercial Lines. Drive the application of good governance principles and legislative compliance within the environment. Performance Management Manage and report on the performance of the function / business area; set appropriate performance objectives for direct reports and hold them accountable for achieving these; take appropriate corrective action where necessary to ensure the achievement of annual business objectives. Personal Capability Building Maintain external accreditations and in-depth understanding of current and emerging technologies, external regulation, and industry best practices through continuing professional development, attending conferences, and reading specialist media. Sell complex, often customized products and services to significant customers and/or manage a significant sales department. Desired Experience & Qualification General Education Grade 12/ SAQA Accredited Equivalent (Essential); FAIS accredited NQF5 (120 credits) (Essential); KI Regulatory Examination (Essential); Full product holding accreditation (Essential); CFP (Advantageous); Business Related Degree (Advantageous); Management and/or coaching qualification (Advantageous) General Experience 8 or more years' experience managing a sales-driven team or multi-teams in the financial sector (Essential); Experience within life and wealth long-term insurance industry (Essential); Previous Tied Agent Experience (Advantageous) Managerial Experience 5 or more years' regional or multi-team managerial experience within a financial services environment (Essential) #J-18808-Ljbffr