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Marco Jacobs
Senior Associate

About

Experienced in verifying the correctness of accounts, detecting discrepancies and maintaining the accuracy of financial records with the ability to problem solve and work accurately and efficiently under pressure.
Proficient in MS Office, advanced spreadsheets in MS Excel, Caseware, X3, AJS, Pastel and cloud-based storage systems.
Holds a BAcc Honours degree majoring in Financial Accounting, Management Accounting, Taxation and Auditing. Completed Board 1 ITC (Initial Test of Competence) exam. Awaiting CA (SA) exam results.

Work Experience

January 2020 – January 2021
MOORE STELLENBOSCH INC - Senior Associate, Core Assurance
Auditing, accounting, tax and financial advisory services
January 2018 – December 2019
MOORE STELLENBOSCH INC - Associate, Core Assurance

Highlights
  • Compiling of annual financial statements.
  • Ensuring clients tax deadlines are met for income tax, employee tax and provisional tax purposes.
  • Responsible for time management for engagement with clients to ensure that budgets are met.
  • Communicated with SARS on behalf of clients.
  • Documenting of clients system descriptions for controls present.
  • Setting up of budgets for engagement with clients.
  • Computing all relevant data related to taxes and deductions.
  • Process and verify accounts payable and accounts receivable and bank deposits and payments.
  • Planning and direct involvement of assurance engagements with clients.
  • Checking accuracy of accounts, tracking any discrepancies, updating account records and calculating expenditure and profit and loss.
  • Providing guidance and training to the junior clerks and reviewing work performed for accuracy and quality.
  • Direct link between clients and senior management.
  • Clients include family trusts, attorney trust accounts, wine farms and small to medium enterprises.
January 2018 – January 2021
Notable Past Clients

Jupiter SA Group

Fruit producers and exporters company.
Tested revenue and valuation of biological assets.
January 2018 – January 2021

Miltons Matsemela Inc

Property conveyancers company.
Tested Compliance with Legal Practice Act.

Awards

  • January 2018

    True Kalah

    Krav Maga

    Krav Maga Instructor certificate awarded

Contact

Stellenbosch
Cape Town, South Africa ZA
+27 71 608 6661
metal_mj@hotmail.com
Linkedin
marco-jacobs

Education

  • 2013 2015

    University of Stellenbosch

    BAcc (Bachelor of Accounting)

  • 2018 2018

    University of South Africa (UNISA)

    BAcc (Hons)

  • 2019 2019

    South African Institute of Chartered Accountants

    Initial Test of Competence (ITC) Board 1

Skills

Financial Accounting Management Accounting Taxation Auditing Numerical accuracy/detail oriented Microsoft Office Caseware and Caseware Cloud Pastel X3 AJS Valuations Sage software

Interests

Reading Music Krav Maga

References

Ruan +27 81 7054 448

Prof Gerrit Basson +27 82 9206 511