Portfolio Financial Accountant – Coastal Property Group

Full-time, Hybrid, Permanent, Work

Cape Town

Posted 10 hours ago

About The Organisation And The Role

Coastal Property Group provides financial and administrative support to a portfolio of property Bodies Corporate. They are seeking a capable, service-oriented Portfolio Financial Accountant to provide financial support to Portfolio Managers and Trustees. This is a hands-on role covering audit preparation and finalisation, management reporting, cash-flow oversight, tax administration and day-to-day financial consultation.

The successful candidate will combine sound accounting judgement with excellent stakeholder communication, strong attention to detail and the ability to manage multiple portfolios and deadlines. There is scope for growth into a financial management role over time, including oversight of financial staff and responsibility for ensuring accurate processing and consistent achievement of monthly deadlines across departments.

Main Duties & Responsibilities

• Audit Preparation and Finalisation
• Prepare financial documents for audit and liaise with auditors to ensure draft annual financial statements are received timeously.
• Collaborate with audit firms to support general compliance with relevant industry regulations.
• Post audit journals and close off financial years in line with internal system processes.
• Communicate directly with Trustees and Portfolio Managers and resolve audit-related queries.
• Management Reporting and Financial Support
• Maintain accurate financial information by verifying, allocating and posting adjustments.
• Assist Portfolio Managers with annual budgeting and financial forecasts.
• Manage cash flow by tracking transactions and regularly reviewing the financial position of each Body Corporate in the company’s portfolio.
• Provide accurate and concise responses to financial queries from Portfolio Managers and Trustees by phone and email.
• Liaise with the levy department and Portfolio Managers regarding levy arrears and collections.
• Reconcile accounts when required, including petty cash, credit-card slips and supporting invoices.
• Prepare ad hoc financial feedback and reports as requested by Portfolio Managers and Trustees.
• Tax Management and Consultation
• Register Bodies Corporate for income tax with the South African Revenue Service (SARS).
• Submit annual tax returns to SARS once annual financial statements have been received.
• Complete ad hoc tax requests and related duties as required.
• General Portfolio and Process Support
• Register Bodies Corporate for income tax with the South African Revenue Service (SARS).
• Submit annual tax returns to SARS once annual financial statements have been received.
• Complete ad hoc tax requests and related duties as required.

Required Skills & Experience

The ideal applicant will have the following competencies:

• Education & qualifications
• Qualification in tax and management accounting (SAIPA), or an equivalent tax and accounting qualification preferred (not essential where the applicant has required experience and references).
• Work experience and industry exposure
• Relevant practical experience in accounting, bookkeeping, tax administration and/or management accounting, supported by strong references.
• Demonstrated experience preparing financial information for audit, posting adjustments and finalising financial years.
• Experience with management reporting, budgeting, cash-flow monitoring, account reconciliations and financial query resolution.
• Experience registering entities for income tax and submitting annual SARS tax returns.
• Sectional Title bookkeeping and/or accounting experience will be an advantage.
• Strong Communication and Interpersonal skills
• Professional verbal and written communication skills
• Ability to explain financial matters clearly, accurately and concisely.
• Confident engaging directly with Trustees, Portfolio Managers, auditors, levy teams and others.
• A responsive, service-oriented approach to financial queries and stakeholder support.
• Excellent Administration and Organisational Skills
• Highly organised, detail-focused, with ability to manage multiple Bodies Corporate, priorities and deadlines.
• Strong record-keeping & follow-through, emphasis on accuracy, completeness and timely delivery.
• Able to work independently, exercise sound judgement and escalate issues appropriately.
• Specific Requirements
• Competence using accounting systems, financial data and spreadsheets to support accurate reporting and analysis.
• Willingness to attend Trustee meetings and Annual General Meetings when required.
• Ability to work within the hybrid model after probation, while remaining flexible should operational or business requirements change.
• A growth mindset and the potential to progress into a broader financial management role.

Interested?

Click on the APPLY NOW / DOWNLOAD APPLICATION button below

Closing date for applications: 9 November 2026

If you have not been contacted within 2 weeks of submitting your application, kindly consider your application to have been unsuccessful

APPLY NOW / Download application

Job Features

Job Category Finance, Property, Maintenance & Construction Location: Hybrid working model after successful completion of probation in office (CBD) Reporting to: Managers and Trustees Nature of contract: Permanent Hours of work: Full time, Two days in the office and three days working from home after probation, subject to operational and business requirements Salary range: R25, 000 - R30, 000 Closing date for applications: 9 November 2026 Interested? Click on the APPLY NOW / DOWNLOAD APPLICATION button above

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