Trust And Estates Bookkeeper(FN 68) at Werkie

Key Responsibilities:

• Monthly bookkeeping including VAT calculations, creating statements and reports.
• Manage payroll processes such as processing monthly salaries and weekly wages.
• Preparation of monthly management accounts and annual financial statements.

Manage all SARS-related matters including:

• Income tax returns, EMP201 & EMP501 reconciliations, VAT, diesel rebates, and other tax submissions.
• Registration and administration of estates.
• Handle appointments for various administrative purposes.
• UIF registrations and submissions.
• Manage CIPC submissions including annual returns and ownership declarations.
• Coordinate and manage trusts and estates.
• Liaise with the Deeds Office regarding trusts and estates.
• Manage communication of cliënts.
• Maintain debtor and creditor accounts.
• Perform income and provisional tax calculations.
• Manage SARS & Department of Labour audits.
• Communicate regularly with clients, SARS, Department of Labour, and the Master of the High Court.

Job Requirements:

• BCom in Accounting or a related qualification.
• Minimum 2–3 years’ relevant bookkeeping experience.
• Professional membership with SAICA or SAIPA is an advantage.
• Experience in compiling financial statements.
• Experience with trusts and estate administration.
• Experience with Sage, Draftworx, and Xero.
• Experience with taking minutes of meetings.
• Strong proficiency in MS Office (Excel, Outlook, Word, PowerPoint).
• Experience in agricultural bookkeeping (crops and livestock).
• Ability to work independently and maintain regular client communication.

Key Characteristics:

• Strong attention to detail and accuracy.
• Excellent time management and ability to meet deadlines.
• Strong organisational and coordination skills.
• Accountability and responsibility.
• Strong communication and client engagement skills.