Client Accountant Role at The Stonehage Fleming – Apply now!

Job Details

Job Title: Client Accountant
Company: Stonehage Fleming
Job Type: Full-Time
Job Family: Controls, Risk & Compliance
Function: Client Regulatory Reporting
Location: 3 Dock Rd, Cape Town City Centre, Cape Town, Western Cape, South Africa
Work Environment: Office-based
Reference: Req #143

Company Overview

Stonehage Fleming is one of the world’s leading independently owned multi-family offices, providing wealth management, fiduciary, and advisory services to high-net-worth individuals and families.

With a strong global presence, the firm specialises in investment management, fiduciary services, and cross-border financial structuring, offering tailored solutions across generations. The Cape Town office plays a key role in delivering client accounting, tax compliance, and reporting services.

Job Overview

The Client Accountant is responsible for maintaining financial records up to trial balance level and preparing financial statements for trusts, companies, and individuals.

This role also focuses on tax compliance, client reporting, and regulatory requirements, making it ideal for candidates with SAIPA articles and financial services experience.

Key Responsibilities

• Maintain client accounts up to trial balance level

• Prepare financial statements for trusts and companies

• Manage and update entity ledgers

• Ensure proper documentation and filing of client agreements

• Assist with client reporting and meeting preparation

• Handle tax compliance (individuals, trusts, companies)

• Prepare local and international tax reports

• Liaise with relationship managers and internal teams

• Ensure all reporting deadlines are met

• Support statutory and regulatory compliance processes

Qualifications

Education

• BCom Accounting

• Completion of SAIPA Articles (Professional exam passed)

Experience

• Experience in a financial services environment

• Exposure to trusts and company structures

• Experience working in a deadline-driven environment

Skills

• Knowledge of IFRS for SMEs

• Understanding of trusts, investments, and financial statements

• Experience with Caseware, Xero, and Microsoft Office

• Strong knowledge of tax compliance (SARS requirements)

• Excellent communication and stakeholder management skills

• Ability to manage multiple priorities and deadlines

CV Tips

• Highlight completion of SAIPA Articles and professional exam

• Include experience with trusts, tax, and financial statements

• Mention systems like Caseware and Xero

• Show your ability to meet strict deadlines

• Emphasise client interaction and reporting experience

Benefits

• Work with a global wealth management firm

• Exposure to high-net-worth clients and international structures

• Strong career growth in fiduciary and client accounting

• Professional and structured working environment

• Opportunity to deepen expertise in tax and compliance

Company Policy

Stonehage Fleming is committed to maintaining the highest standards of professional integrity, confidentiality, and regulatory compliance.

Employees are expected to uphold strong ethical standards while delivering exceptional client service in a highly regulated financial environment