Client Advisor (Accountant)

Recruiter:

Mayfly Agri (Pty) Ltd

Job Ref:

PTA001812/TR

Date posted:

Wednesday, July 1, 2026

Location:

Stellenbosch, South Africa

Salary:

Market Related

SUMMARY:

A well-established, London-based firm specializing in corporate finance, tax, and accounting is seeking a dynamic Client Advisor to deliver accounting and compliance services to a portfolio of clients, ensuring a seamless client experience. The role involves preparing management accounts, reviewing work prepared by the Client Assistant, acting as a key point of contact for client queries, and supporting technology-driven accounting solutions.

POSITION INFO:
Minimum requirements for the role: Must have a relevant tertiary Accountancy qualification Minimum 1-2 years' experience within an accounting firm or accounting role Experience producing management accounts and VAT returns is essential Use of Xero, IRIS and Excel is preferable Must possess strong attention to detail Willingness to learn and adapt to new systems and processes Team player with strong interpersonal skills Good communicator and articulate Ability to manage workloads, meet deadlines, train and support others Results-driven with the ability to achieve work goals and objectives The successful candidate will be responsible for: Managing the delivery of work to a portfolio of clients. Preparing and reviewing VAT returns. Preparing and reviewing management reporting. Preparing and reviewing CIS returns. Preparing statutory reporting. Preparing Corporation Tax returns. Performing year-end opening balance adjustments. Providing company secretarial services. Reviewing work from the Client Assistant prior to publishing within Xero or relevant accounting systems. Processing data and performing bookkeeping, including utilizing systems to streamline processes. Setting up and training clients on Xero and associated apps. Collaborating with clients on budgets and forecasts. Training and supporting the Client Assistant role. Assisting with office administration. Participating in ad-hoc projects. Acting as the go-to person for initial client queries and providing software support. Managing client expectations and delivering up-to-date financials and compliance filings on time. Engaging in CPD and ongoing training. Ensuring confidentiality of sensitive client data. Working with other team members to meet deadlines. Identifying opportunities to improve and streamline internal processes. Acting as a technology champion and training others on accounting systems and add-ons. Acting in accordance with the business' values and competency framework. Communicating effectively with direct line managers. Communicating clearly and concisely with clients. Maintaining strong accounting knowledge. Please note that subsequent to the screening and shortlisting process, all further communication will be entered into only with the shortlisted candidates. If you do not receive any feedback from us within 2 weeks of applying, please consider your application unsuccessful.

Similar jobs you might be interested in:

Client Advisor (Accountant)
Location: Cape Town
Salary: Market Related
A well-established, London-based firm specializing in corporate finance, tax, and accounting is seeking a dynamic client advisor to deliver accounting and compliance services to a portfolio of clients, ensuring a seamless client experience. The role involves preparing management accounts, reviewing work prepared by the client Assistant, acting as a key point of contact for client queries, and supp...
Today

Client Advisor (Accountant)
Location: Stellenbosch
Salary: Market Related
A well-established, London-based firm specializing in corporate finance, tax, and accounting is seeking a dynamic client advisor to deliver accounting and compliance services to a portfolio of clients, ensuring a seamless client experience. The role involves preparing management accounts, reviewing work prepared by the client Assistant, acting as a key point of contact for client queries, and supp...
Today

Luxury Boutique Client advisor – Abu Dhabi
Location: Capetown
Salary: Basic
Luxury Boutique client advisor – Abu Dhabi
51 days ago

Financial Advisor Assistant (Trust Officer Assistant)
Location: Rondebosch
Salary:
Our client, based in Rondebosch, is seeking a Financial advisor Assistant (Trust Officer Assistant) to provide administrative support to a team of Trust Officers/Financial advisors. The successful candidate will be responsible for handling client, beneficiary, and third-party correspondence, coordinating investment administration and payment instructions, and ensuring all transactions are processe...
Today

Senior Support Consultant (SaaS | Microsoft 365 | SharePoint)
Location: Cape Town
Salary: 490 000 Annually
If you enjoy solving complex technical problems, influencing product direction, and being the go-to expert others rely on, this is the role that will stretch you in the best way. My client is looking for a Senior Support Consultant who thrives in high-impact, developer-adjacent environments where no two days look the same. This is more than support, it’s about architecture thinking, int...
1 day ago

FINANCIAL ADVISOR
Location: Cape Town
Salary: Market related
Assist clients in creating comprehensive financial plans tailored to their specific needs and goals.
6 days ago

FINANCIAL ADVISOR
Location: Cape Town
Salary: Market related
Assist clients in creating comprehensive financial plans tailored to their specific needs and goals.
6 days ago

Senior Support Consultant
Location: Cape Town
Salary: 400 000 Annually
Not your typical support role. This is where deep technical thinking meets real-world impact, solving complex SaaS challenges, influencing product direction, and becoming the go-to expert engineers trust. If you enjoy digging into architecture, working across Microsoft 365 ecosystems, and owning high-impact problems end-to-end, this is the kind of role that will stretch and reward you.
8 days ago

Sales Account Manager (Bellville)
Location: Cape Town
Salary: 50000 Monthly
The Sales Account Manager plays a strategic role in driving revenue growth, strengthening customer relationships, and expanding market presence through consultative sales engagement and account development. This role is primarily client-facing and commercially focused, with responsibility for identifying new business opportunities, managing key customer relationships, and ensuring the successful a...
8 days ago

Online Integration Specialist
Location: Stellenbosch
Salary:
Join a leading payment solutions provider as an Online Integration Specialist. Ideal for someone detail-oriented and client-focused, with a passion for seamless system integrations and delivering reliable payment experiences.
9 days ago