Job Openings at BDO South Africa

Job specifications:

• Responsibility for portfolio of clients (individuals, trust companies and cc's)
• Perform the following engagements:
• Compilation Engagements in terms of ISRS 4410 Independent Review Engagements in terms of ISRE 2400 Accounting Officer.
• Engagements in terms of Close Corporations Act Ensuring that proper planning is performed before execution.
• Ensuring BDO SOP's are followed at all times.
• Reviewing junior staff working papers for sections allocated to them.
• Reviewing independent review files performed by junior staff.
• Proposing journals to client.
• Communicating with clients, making engagement arrangements and discuss engagement results.
• Accounting duties
• Preparation, processing, and maintenance of accounting records for numerous individual companies, cc and trusts from source documents
• Balance sheet reconciliations.
• Preparation of audit files and finalization of accounts.
• Preparation of monthly management accounts.
• Reconciliation of intercompany loan accounts.
• Preparation of interest schedules on loan accounts.
• Processing monthly general journals, monthly reconciliation of expenses Drafting AFS per IFRS and IFRS for SMEs.
• Drafting financial statements in terms of relevant accounting disclosure requirements using Caseware.
• Performing tax computations for companies, close corporations and trusts (including SBC's, special allowances (s12C, S12E, etc.).
• Preparation and submission of statutory returns Managing WIP and budgets on engagements.
• Updating manager and partner on progress of engagements.
• Mentoring junior staff both on the job and generally Ad-hoc processing on Pastel Partner, Xero or directly in Caseware.
• Assist other staff members where needed attending to any other matters arising, such as tax queries etc.
• Outsourced projects when needed & other duties as may be required in line with the position.

Requirements

• BCom Financial Accounting and Tax as majors.
• Hons. BCom in accounting or related qualification.
• SAIPA or SAICA articles.

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What this traineeship offers:

• The opportunity to work closely with senior Financial Planners to obtain guidance and practical experience with the 6-step Financial Planning Process, client interaction & meetings.
• Thorough training and understanding of the company’s in-house Financial Planning platform.
• The opportunity to become part of an existing Financial Planning team and align with the company policies, processes and compliance ethos.
• Exposure to client-related events and training programs.
• Additional project work and associated functions to further expand your knowledge & skills within the profession and corporate world.

Requirements

Minimum Requirements to apply:

• B.Com (Honours) in Financial Planning or equivalent.
• Post Graduate Diploma in Financial Planning.
• Willing to work towards sitting and passing the FPI Board exam for admittance to the CFP® designation (this is a compulsory contractual requirement).
• Prepared to study for and pass the FAIS Regulatory Exam 5 for Representatives.

Measurement of Performance:

• A successful candidate will possess an ambition to become a Financial Planner and will understand what it takes to carve a career within this demanding profession.
• Good knowledge of the Financial Planning Industry, financial products and financial planning concepts, as well as investments, tax and general financial analysis.
• Bi-annual management appraisal related to performance, progress & knowledge gained.
• Ability to manage the workload and requirements as laid down or requested via the allocated Financial Planners.
• Completion of Academic requirements within the contracted 2-year period.
• A work ethic that ensures accuracy of work produced and adherence to stipulated turnaround times.

Required Skills

• Good knowledge of the Financial Planning Industry, financial products and financial planning concepts, as well as investments, tax and general financial analysis.
• Completion of all required academic qualifications with the contractual period of two years.
• A work ethic that ensures accuracy of work produced and adherence to stipulated turnaround times..

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Main Duties and Responsibilities

• Design Creation: Develop high-quality design concepts, graphics, and layouts for various marketing collateral, including brochures, presentations, infographics, reports, digital banners, social media assets, and website elements.
• Branding and Visual Identity/Brand Management: Ensure consistency in brand identity across all design materials. Collaborate with the marketing team to maintain and evolve our brand guidelines and visual style.
• Stakeholder Project Support: Translate briefs into effective design solutions that meet stakeholder goals and align with our brand standards.
• Creative Input: Contribute innovative ideas and concepts to enhance our design capabilities. Stay updated on design trends, industry best practices, and emerging technologies to continually improve the quality of our design output.
• Design Production: Execute designs from concept to final deliverable, ensuring accuracy, attention to detail, and adherence to project timelines.
• Prepare files for both digital and print distribution.
• Collaboration and Feedback: Work closely with cross-functional teams, including marketing, communications, and agencies, to understand design needs and provide design expertise. Incorporate feedback and revisions into final designs.
• Quality Assurance: Conduct thorough reviews of design materials to ensure they meet our quality standards and are error-free.
• Maintain consistency and accuracy in design elements, typography, and colour schemes.
• Tools and Software: Utilise design software (such as Adobe Creative Suite) and other relevant tools to create and edit designs. Stay proficient in the latest design software and technology advancements.

Requirements

Qualifications

• Bachelor's degree in graphic design, visual communications, or a related field is preferred

Experience

• Minimum of 5 years of professional design experience, preferably in the financial services industry or related field. A strong portfolio demonstrating a range of design projects is required
• Own car and driver’s license

Job Competencies

• Design Skills: Proficiency in graphic design principles, layout, typography, colour theory, and visual storytelling. Ability to create designs that effectively communicate complex information in a clear and visually appealing manner. Should be comfortable working across design fields namely web, digital design, and print.
• Software Proficiency: Expertise in industry-standard design software, including Adobe Creative Suite (Photoshop, Illustrator, InDesign, Dreamweaver, Premiere Rush). Familiarity with web design tools and prototyping software is a plus.
• Brand Awareness: Understanding of branding and the ability to create designs that align with a company's visual identity and brand guidelines.
• Time Management: Excellent organizational skills and the ability to handle multiple projects simultaneously while meeting deadlines and maintaining attention to detail.
• Communication and Collaboration: Strong interpersonal skills to effectively collaborate with cross-functional teams, understand project requirements, and incorporate feedback into design iterations.
• Adaptability: Comfortable working in a fast-paced environment with evolving priorities. Ability to adapt to changing project scopes and requirements