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