Bookkeeper & Personal Assistant (Tax Consultation) - Cape Town, South Africa - ABC Worldwide

ABC Worldwide
ABC Worldwide
Verified Company
Cape Town, South Africa

1 week ago

Thabo Mthembu

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Thabo Mthembu

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Description

Client correspondence

  • Answering the phone and speaking to new incoming 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
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