The Role
Manage accounting and payroll for a portfolio of 20–25 fitness business clients. Responsibilities include reconciliations, general ledger maintenance, journal entries, financial statement preparation, accounts payable, payroll tax filings, sales and property tax returns, and client communications. The role requires accurate, timely work, independent prioritization, confidentiality, and effective virtual collaboration with clients, managers, and tax teams.
Summary Generated by Built In
Are you an experienced Cloud Accountant with a passion for the fitness industry?
We are partnering with a fully virtual public accounting firm, originated in the USA, who is setting up teams in Cape Town.
They are seeking a talented Staff Accountant to serve as the direct financial advisor for a portfolio of fitness business owners. Leveraging modern, cloud-based accounting tools, you will work side-by-side with entrepreneurs to help them understand their numbers, streamline their operations, and maximise their profitability—combining your technical expertise with a genuine enthusiasm for health and wellness.
Key Responsibilities- Prepare month-end client financial reports which are delivered to the client timely, complete and accurate every month.
- Reconcile multiple bank and credit card feeds, coding transactions, and maintaining general ledger.
- Maintain subsidiary records for fixed assets, loan balances and other accounts.
- Analyze and reconcile accounts as necessary.
- Book payroll, monthly sales, inventory and other month-end adjusting journal entries.
- Prepare and review financial statements before delivering them to the manager.
- Prepare payroll for clients’ employees.
- Prepare accurate and timely payroll tax deposits and related filings.
- Process garnishment, support orders, and IRS documentation related to payroll.
- Verify employees' vacation, sick and PTO accruals, and adjust as needed.
- Accounts Payable - enter and pay bills, settle disputes, review statements, etc.
- Prepare sales tax returns and related filing instructions.
- Prepare and file Personal Property tax returns annually.
- Prepare IRS and State payroll and sales tax correspondence.
- Client facing and main point of contact for client communications around transactional work.
- Assist in timely and courteously answering client questions via email and video; meeting virtually with our clients as needed.
- Relaying relevant comments from client to manager.
- Represent the company in a courteous, efficient and friendly manner in all client and employee interactions to ensure customer satisfaction.
- Responsible for 20-25 <$1 Million revenue client accounts simultaneously.
Requirements
- 4-6 Years of public accounting experience.
- Solid understanding of debit and credits a must.
- Detail oriented and strong organizational skills.
- Ability to manage deadlines of various client accounts.
- Ability to multitask to manage multiple clients simultaneously.
- Self assured, capable, comfortable and adept in both written and video client communication to clearly and effectively.
- Enjoys working and communicating directly with the client.
- Excellent verbal, written and video communication skills.
- Proactively communicate with each client, client advisor and tax team.
- Self starter - able to identify work that needs to be done and do it without being instructed to do so.
- Ability to work independently, be self-directed, and motivated.
- High degree of confidentiality.
- Proficiency with technology including Microsoft suite, Gmail, zoom, Xero, QuickBooks, Dropbox, Payroll Relief, Practice Ignition are all pluses. Must be able to learn new platforms quickly.
- Please note we are a Xero firm that rarely uses Quickbooks.
- Must be willing to flex working hours into the evening (e.g., 8:00 PM – 9:00 PM SAST up to twice a week) to accommodate US team meetings and client calls
Skills Required
- 4–6 years of public accounting experience
- Solid understanding of debits and credits
- Strong attention to detail and organizational skills
- Ability to manage deadlines across multiple client accounts
- Ability to multitask and manage multiple clients simultaneously
- Strong written, verbal, and video communication skills
- Ability to communicate directly and proactively with clients, client advisors, and tax teams
- Self-starter who can identify and complete necessary work independently
- Ability to work independently, remain self-directed, and stay motivated
- High degree of confidentiality
- Ability to learn new technology platforms quickly
- Experience with Microsoft Suite, Gmail, Zoom, Xero, QuickBooks, Dropbox, Payroll Relief, or Practice Ignition
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The Company
What We Do
Outsourced CFO offers founders financial management services including CFO Services, Cloud Accounting, Automation Services & Talent Solutions, building world-class finance functions for scaling companies.
