Portfolio Manager
CloudCA
Date: 16 hours ago
City: Cape Town, Western Cape
Contract type: Full time
About CloudCA
CloudCA is a modern, tech-enabled accounting and advisory firm committed to helping individuals, families, and businesses manage their financial lives with confidence. We combine deep professional expertise with digital efficiency to deliver services that are accurate, timely, and human. As we continue to grow, we’re looking for a dedicated Portfolio Manager to join our collaborative team and support our purpose-driven clients.
About The Role
As a Portfolio Manager at CloudCA, you’ll manage your own portfolio of clients and play a hands-on role in the preparation of financial statements, tax filings, and compliance reporting. You’ll serve as the primary point of contact for your clients, supported by a skilled team and well-defined internal systems. This role is ideal for someone who enjoys working independently, solving problems, and building long-term client relationships.
Key Responsibilities
CloudCA is a modern, tech-enabled accounting and advisory firm committed to helping individuals, families, and businesses manage their financial lives with confidence. We combine deep professional expertise with digital efficiency to deliver services that are accurate, timely, and human. As we continue to grow, we’re looking for a dedicated Portfolio Manager to join our collaborative team and support our purpose-driven clients.
About The Role
As a Portfolio Manager at CloudCA, you’ll manage your own portfolio of clients and play a hands-on role in the preparation of financial statements, tax filings, and compliance reporting. You’ll serve as the primary point of contact for your clients, supported by a skilled team and well-defined internal systems. This role is ideal for someone who enjoys working independently, solving problems, and building long-term client relationships.
Key Responsibilities
- Manage a portfolio of clients, ensuring timely and accurate delivery of accounting and tax services.
- Prepare and review financial statements, VAT submissions, and SARS filings.
- Maintain up-to-date and compliant records using platforms like Xero, daftworxs, Dext and more
- Collaborate with internal departments (Tax, Secretarial, Bookkeeping) to ensure integrated client service.
- Handle client queries professionally and proactively.
- Support process improvements and mentor junior team members where needed.
- BCom Accounting or equivalent; SAIPA/SAICA articles preferred.
- 3–5 years’ experience in a professional services or accounting firm.
- Proficiency in accounting systems (e.g., CaseWare, Xero, Dext).
- Strong attention to detail and ability to work to deadlines across multiple clients.
- Excellent communication skills and a proactive, service-oriented mindset.
- Competitive salary and performance incentives
- Exposure to diverse, high-value clients
- Tools and systems that make your work easier
- A culture of trust, support, and growth
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