Lee M
@leem
Bookkeeper/Junior Accountant at IAPA Chartered Accountants, preparing financial statements and tax returns.
South AfricaWhat I'm looking for
At IAPA Chartered Accountants, I work on bookkeeping through trial balance, annual financial statements, and tax calculations for companies, close corporations, and trusts. I also prepare and submit VAT, PAYE, UIF, and SDL returns, and help resolve cases with SARS.
At IAPA, I supervise two junior bookkeepers. My earlier accounting work at IM Cloete Chartered Accountants and Taback Pelkowitz and Berman included bank and general ledger reconciliations, financial reporting, and working papers for annual financial statements.
Experience
Work history, roles, and key accomplishments
Senior Bookkeeper/Junior Accountant
IAPA Johannesburg Chartered Accountants SA
Nov 2022 - Present (3 years 10 months)
Bookkeeping to trial balance, bank reconciliations, compilation of annual financial statements, tax calculations and submissions, and supervision of junior bookkeepers.
Bookkeeper/Junior Accountant
IM Cloete Chartered Accountants
Apr 2021 - Oct 2022 (1 year 6 months)
Bookkeeping to trial balance, bank reconciliations, compilation of annual financial statements, tax calculations and submissions, and CIPC functions.
Senior Bookkeeper
Taback Pelkowitz and Berman
Apr 2013 - Apr 2018 (5 years)
Bookkeeping to trial balance, debtors and creditors reconciliation, compilation of annual financial statements, tax calculations and submissions, and financial reporting.
Accounting / Article Clerk
Certified Master Auditors
May 2011 - Dec 2012 (1 year 7 months)
Recording cashbook into Pastel, bank and VAT reconciliations, compiling annual financial statements on Caseware, and liaising with SARS and clients.
Quality Assuror
FNB Credit Card Division
Sep 2006 - Dec 2010 (4 years 3 months)
Monitored quality adherence, implemented quality methodologies, and provided feedback on quality issues.
Credit Card Administrator
First National Bank Credit Card Division
Sep 2006 - Jun 2010 (3 years 9 months)
Analysed and resolved customer queries, processed credit card account changes, and captured data via Hogan and Image systems.
Education
Degrees, certifications, and relevant coursework
Institute of Certified Bookkeepers
NQF Level 5: Technical Financial Accountant, Accounting
Completed NQF Level 5 Technical Financial Accountant qualification in 2019.
Damelin Correspondence
Diploma in Bookkeeping with Pastel, Bookkeeping
Completed a Diploma in Bookkeeping with Pastel in 2010.
Johannesburg Secondary High School
Grade 12 / Matric, General
Completed Grade 12 / Matric in 2004.
Tech stack
Software and tools used professionally
Availability
Location
South AfricaAuthorized to work in
Salary expectations
Job categories
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