Harvard House is looking for a Bookkeeper to join their Accounting and Tax team.

Summary job description

1. Full bookkeeping function from source documents and statements to bank reconciliations to processing of journals to management accounts for a list of clients.
2. Taking full responsibility for a list of monthly clients (VAT, PAYE, UIF and SDL) and managing the processing and preparation thereof to meet the various SARS and internal deadlines.
3. Taking full responsibility for a list of accounting investment clients and managing the monthly processing thereof to meet the various SARS and internal deadlines.
4. Keeping up to date with changes in the VAT Act and other relevant legislation
5. Assisting annual accounting clients with various bookkeeping and processing needs ad hoc.
6. Taking full responsibility for the completion and submission of the EMP501 declarations on e@syFile and managing the workflow thereof to meet the SARS deadlines.
7. Updating and maintaining the Greatsoft CRM system (accounting software) for the addition of clients, deletion of clients, changes to client details, disbursements, write-offs and other ad hoc updates.
8. Keeping a weekly timesheet to record time.

Skills and competencies required

1. Willingness to learn
2. Planning and organisation skills are essential
3. Must be flexible, able to multi-task and be able to handle requests for work from multiple people
4. Systematic and methodical
5. Excellent attention to detail and accuracy in financial record-keeping
6. Ability to work independently
7. Ability to work accurately under pressure and meet deadlines
8. Ability to follow admin procedures and enjoy dealing with various client databases and forms of documentation
9. Excellent verbal and written communication skills to engage with partners, managers, staff and clients
10. Proficiency in using accounting software (QuickBooks and Sage Pastel)
11. Strong working knowledge of the Microsoft Office Suite (Excel, Word, Outlook)
12. Strong working knowledge of VAT and what can be claimed and when
13. A knowledge of the SARS eFiling system and e@syFile system would be beneficial

Personality Traits

1. Reliable
2. Must take initiative and take responsibility for own work
3. Of sober habits
4. A team player is essential
5. Lateral thinker
6. Someone who can work on their own and part of a team
7. Integrity, confidentiality and professionalism are essential traits.
8. A calm personality that will function in an open plan and multi-cultural office environment i.e. be aware of and considerate to others

Requirements

1. Matric
2. Diploma in bookkeeping or the equivalent thereof
3. Minimum of 3 years’ relevant experience as a bookkeeper
4. Experience in an accounting firm would be preferable

Please only apply if you have the relevant qualification and experience. Only suitable candidates will be contacted. If you are not contacted, please consider your application unsuccessful.

Harvard House is looking for a Junior Research Analyst to undertake research and analysis on global and local economic trends and global and local individual companies.

Responsibilities:

• Assist the research analysts and portfolio managers with the creation and maintenance of reports / files on those companies to which you have been allocated, with the aim of stimulating investment ideas and debate which should be linked with prevailing strategist / house economic view.

• Preparing and participating in weekly meetings with the Asset Management team to present and discuss research and findings, contributing to collaborative decision-making and continuous portfolio refinement.

Assist with:
• Preparing articles for publishing that is both informative and educational.
• Preparing (not necessarily delivering) presentations (Powerpoint or otherwise) to inform clients through investment seminars.
• Where appropriate, take part in other media engagements advancing the Harvard House brand and investment philosophy.
• Preparing educational and informative feedback for monthly Financial Consultant feedback sessions that empowers advisers to understand actions and rationale on client portfolios. These presentations should empower Financial Consultants to engage with confidence in the strategies implemented in portfolios.

Requirements:

Matric plus preference for finance-orientated Honours Degree (B.Com (Hons) Econ, Finance, CA(SA)) or equivalent qualification.
FAIS and RE5 to be obtained within a specified time frame of employment.

Skills/Competencies required:

Advanced software skills (MS Office)
Good communication skills (verbal and written)
Planning and organising with good time management skills
Problem solving
Ability to work under pressure
Accuracy and attention to detail
Analytical
Ability to work independently and with others

Harvard House is looking for a Tax Administrator who is eager to grow within the role and build a long term career within the firm.

The successful candidate will be responsible for the following relating to all SARS tax types:

1. Oversee and maintain the tax system, taking full responsibility for its accuracy, integrity, and any adjustments necessary to ensure compliance and operational efficiency.
2. Will play a key role in supporting the team and linking in with management.
3. Submitting tax returns on specialised tax software (Greatsoft)
4. Checking assessments and advising clients accordingly
5. Lodging objections and liaising with SARS to resolve queries and differences
6. Monitoring reports on specialised tax software (Greatsoft)and responsible for monthly tax updates
7. Attending to various SARS queries which will require visiting the SARS Branch and online appointments with SARS consultants
8. Assisting clients with requirements for registration and de-registration
9. Attending to client queries
10. Building long term client relationships
11. Willingness to work overtime when required to meet deadlines

Qualification and experience required:

Matric with experience in SARS systems and procedures and knowledge of individual tax.

– A qualification in tax would be preferable.
– Having worked in an accounting firm would be an advantage.

Skills and competencies required:

1. Demonstrate aptitude to quickly learn and adapt to specialised software and systems
2. Excellent planning and organizing
3. Lateral thinker
4. Accuracy and attention to detail is essential
5. Ability to meet deadlines and work under pressure is essential
6. Adaptability and flexibility is essential
7. Must be able to follow administrative procedures and enjoy dealing with various forms of documentation
8. Ability to effectively use Microsoft office
9. Analytical, critical thinking and good problem-solving skills
10. Strong communication (written and verbal) and interpersonal skills

Personal Qualities:

1. Highly motivated
2. Reliability is essential
3. Someone who has a passion for numbers and tax
4. Must take initiative and take full responsibility and ownership for own work and development of knowledge
5. Of sober habits
6. A team player with a positive attitude
7. Someone who can work on their own and does not need constant supervision
8. Integrity, honesty, confidentiality, and professionalism are essential traits
9. A calm personality that will function in an open plan and multi-cultural office environment
10. Enjoys administrative work