Job Title: Debtors Clerk
Salary: Market Related
Area: Cape Town, WC
A professional accounting and tax firm located in Cape Town CBD, is seeking a bilingual (English &
Afrikaans) dedicated and organized individual to join their team as a Debtors Clerk. They operate in
a dynamic consulting environment, and the ideal candidate will have a strong background in client
management. If you possess excellent organizational skills, outstanding people skills, and have a
keen attention to detail, we invite you to apply.
The Debtors Clerk is responsible for the full debtors’ function of the business and the welfare of
clients, answering client fee questions, ensuring on time communication, interacting with fact checking, drafting of emails, administrative tasks associated with the debtors’ function in an
accounting firm.
DUTIES & RESPONSIBILITIES, NOT LIMITED TO:
Full Debtors Function and ensure payments, amounts and records are correct
Responsible for the welfare of clients, answering client questions, clearly communicating
details of fees, planning and retainer matters.
Respond to new client enquiries / quotes incl approve fee estimates and onboarding of new
clients
Keep a close eye on what is being delivered by the production team to clients
Handling & checking progress on deliverables to keep the level of client satisfaction as high as
possible
Communicator / Handling all communications: Interacting with clients and other 3rd parties to
ensure they are happy, handle / fix problems / discrepancies in a timely manner via phone,
email and in-person
Complete and provide administrative support to the production team (accounting / tax
department) and other financial professionals with creating and editing fee documents
Perform office tasks such as document management, data entry, answering of phones, drafting
emails, complete billing process on accounting software, follow up and resolve unbilled time
tracking reports, wellness champion officer, etc.
Perform administrative tasks associated with statutory requirements and accounting firms
Perform any other task which may be reasonably expected
REQUIREMENTS
Relevant tertiary qualifications
At least 5 years client manager or debtors experience in an accounting/audit/tax/financial firm
Advanced working knowledge of Microsoft Word, Excel advance, Outlook, Sage Accounting /
Xero Accounting
Previous experience of electronic client recording systems (advantageous)
Skills, competencies and attributes
Exceptional attention to detail and high level of accuracy
Fast and accurate typing skills
Proficiency with computers and IT systems, in particular Excel advance and Outlook
Excellent verbal and written communication skills in both English and Afrikaans
Numerical capability / mathematics skills to handle financial data
Trustworthy and discreet when dealing with confidential information
Excellent interpersonal skills
Strong administrative skills
Able to exercise independent judgement and reasoning
Time management skills / ability to adhere to deadlines / proactive, a sense of urgency and
outcomes
Service orientated and adaptable
Deadline driven with focus on delivering results and meeting customer expectations
Great organisational skills and a go-getter attitude, determined
Working under pressure
Resourceful, self-motivated and solution-driven
Professional conduct and appearance
Positive energy, good team player and willingness to be part of a team
Ability to respond to urgent or delicate matters with tact and diplomacy, and to recognise the
need to refer to Management when required
Job Type: Full-time
Salary: R20 000,00 - R25 000,00 per month
