Career & Business Opportunities

Key Purpose

• To represent SAIPA and raise its profile with members and key external stakeholders.
• To support Regional/District committees and deliver SAIPA strategy locally.
• To support the implementation of member services at Region & District level to improve service to Members.
• To support the implementation of member services at Regional & District level to improve communications with Members.
• To support the delivery of a programme of activity, including communications, events and
  seminars/webinars, to members and external stakeholders across the Region.
• To support the running of national projects in line with project plans and expected deliverables. 

To represent SAIPA and raise its profile with:

• Members via all available communication channels
• Key external stakeholders via National as well as District Association Committee
  guidance/requirements
• Delivering SAIPA strategy locally with the full understanding of the District Committees.

To support National Member Services to grow and retain members:

• Provide support to the implementation of national member services initiatives at a District level to improve service
• Distribute relevant information to members in consultation with the National Office
• Assist with all functional areas as instructed by the National Office, including but not, limited to
  Marketing, Finance, IT, Operations, ETM and TSD

To support the effective delivery of District and National programmes:

•  District and National programmes of activity, including communications, events and seminars/webinars to members and external stakeholders.
• Nationally initiated projects in line with project plans and expected deliverable within the Region
• Assist with any ad hoc duties relating to delivery of District and National programmes as and when required.
• Provide support to District committees as defined in job profile and key performance achievements

To improve Member Satisfaction:

•  Proactively identify areas of members concerns that could affect service delivery to members
• Liaise with Client Care and other departments to ensure that member concerns are dealt with and resolved
• Educate members to log queries on CRM and effectively use CRM
• Act as direct liaison between the SAIPA National office and Regions as required from time to time

To Provide Secretarial and Financial support to Regional/District Committees

• Prepare vendor invoices for payment
• Prepares and load member’s refunds
• Import bank statements

Risk Management:

• Assist in identifying the risk and potential risks associated with the role
• Report all identified risks
• Collaborate in mitigating against identified risks

STAKEHOLDERS RELATIONSHIP MANAGEMENT

External

• Manage relationships with external service providers and stakeholders ensuring they derive value from association and engagements with the Institute members and potential members
• ATCs and prospective ATCs
• Service providers
• ABASA
• Schools and Universities
• Tax Ombudsman Office
• Sponsors
• South African Revenue Services (SARS)
• Other Government Departments in consultation with TSD
• Represent SAIPA at stakeholder functions as and when required in what capacity

Internal

• Participate in key decisions as a member of the departmental team
• Maintain in-depth relations with all staff of the Institute

MINIMUM REQUIREMENTS

Qualification

• Minimum qualification Level: Grade 12 +, Diploma in Marketing, PR, Events and Project
  management or Relevant Recognized RPL qualification , with evidence of continuing learning
  and development preferable

Experience

• Demonstrable experience in communications, marketing and events, with strong communication (written, digital, verbal, creative), relationship management and budget management skills
• Experience of developing and sustaining excellent relationships with stakeholders
• Experience of raising sponsorship and working with sponsors/partners during event preparation
• Practical and technical understanding of the legislative compliance requirements within the
  education and professional environment

Knowledge

• High quality organisational/project management skills – with ability to manage multiple complex
  projects simultaneously
• Good knowledge of Microsoft Office – PowerPoint, Outlook, Word and Excel
• Excellent administrative skills – particularly identifying actions from verbal discussions and
  progressing to completion.
• Excellent negotiation, communication and engagement skills
• Team-oriented approach, working across regional and central ICAEW teams
• Self-starter and self-motivated with ability to work under own initiative
• Confident, positive, can-do attitude – this is a client facing role that needs a professional,
  enthusiastic, positive person capable of communicating at all levels and representing SAIPA
  effectively
• Overall knowledge of the accountancy profession (desirable), current affairs and regional
  business
• Current driver’s licence and access to a vehicle, with the flexibility in terms of working hours and
  travel around the region to manage breakfast/evening events, where required

Key Purpose

The purpose of the Education, Training, and Membership Executive at the South African Institute for Professional Accountants (SAIPA) is to ensure strategic oversight through scanning the global
environment as well as ensuring state of the art systems are in place for the members of the institute. The role will also be responsible in ensuring that aspiring professionals, are equipped with the necessary knowledge, skills, and ethical standards to meet the evolving demands of the accounting and financial sectors. The role supports both the professional development of individual members and the overall goals of the institute in maintaining high standards of practice and integrity within the accounting profession. The role will also be responsible for developing systems, standards, competency framework, IPDs, CDPs, curriculum, policies, procedures, and processes for the ETM initiatives that will support SAIPA’s strategic objectives. These will comply to IFAC, IAESB, SAQA, FASSET, ETQA. OCTO as well as Quality Management Systems and Quality Assurance. Regular review the Institutes competency framework and benchmark against global best practice. Overall, the Education, Training, and Membership Executive plays a vital role in strengthening the financial services industry’s adherence to regulatory standards and enhancing the professional capabilities of its members.

Leadership and Strategy:

•  Develop a strategy for cutting edge competency frameworks and logbooks that support Public and Private entities as well as those in Practice to have the necessary skills-set to add immeasurable value to the organisations they serve and the economy at large.
• Ensure user friendly systems that allow easy member engagements and safeguarding SAIPA’s
  Intellectual Property.
• Guide the strategy and implement cutting-edge technology that ensures the content of examinations are evaluating mastery in the required field and the integrity of the evaluations are not compromised.
• Lead the drive to ensure upliftment of the previously disadvantaged individuals and enabling a
  pathway to Mastery up to Executive level.
• Lead the department to be a service delivery oriented and ensure that the membership focus of the organisation does not get lost.
• Continuously ensuring that SAIPA serves its members.
• Developing and owning a ticketing system that will ensure emails sent by members are tracked to successful conclusion.

Business Operations:

Develop and give strategic direction to the ETM Department:

• Lead the development and implementation of member-centric strategies that enhance SAIPA
  position as a leading source of technical excellence in accountancy
• Develop a strategy for cutting edge competency frameworks and logbooks that support Public and Private entities as well as those in Practice
• Drive cultural transformation towards a service-oriented, member-focused organisation
• Develop and execute strategies for revenue diversification and membership growth
• Spearhead initiatives to create pathways for global professional mobility through strategic
  partnerships
• Champion SAIPA vision of unimpeachable representation and ethical practice
• Foster innovation in service delivery and professional development programs
• Design and implement thought leadership initiatives in accounting and finance
• Lead the development of future-focused professional development frameworks
• Create strategies for expanding SAIPA influence in emerging markets
• Develop programs to support work-life balance initiatives for members
• Guide technological advancement strategies for member services
• Establish and maintain frameworks for continuous professional development
• Lead initiatives for attracting diverse membership profiles
• Develop strategies for enhancing the prestige of professional designations

Design a Business Operations Framework and Models:

• Oversee the delivery and enhancement of member services including industry insights,
  technological resources, and professional development programs
• Manage the development and implementation of digital engagement platforms
• Manage departmental projects including Project Achiever
• Ensure efficient delivery of member benefits, obligations and services across district, digital, and in-person channels
• Establish and monitor service level standards for member support and engagement
• Implement systems for measuring and tracking member satisfaction and engagement
• Develop and manage operational budgets and resource allocation
• Oversee the implementation of technology platforms for member engagement
• Manage the delivery of continuing professional development programs
• Coordinate cross-functional teams for service delivery excellence
• Implement quality control systems for member services
• Develop operational frameworks for new member onboarding
• Establish processes for member retention and engagement
• Manage the development of educational content and resources
• Oversee the implementation of member feedback systems
• Direct the operations of district offices and service centers

Manage and build stakeholder relationships:

• Build and maintain strategic partnerships with local and international Professional Accounting
  Organizations (PAOs)
• Negotiate and manage Mutual Recognition Agreements (MRAs) with global accounting bodies
• Develop relationships with key industry stakeholders, government bodies, and regulatory authorities
• Lead engagement initiatives with members across various channels
• Represent the organization in industry forums and professional gatherings
• Drive advocacy efforts for the profession and members’ interests
• Cultivate relationships with educational institutions and training providers
• Develop partnerships with technology service providers
• Engage with employer organizations to understand market needs
• Foster relationships with industry thought leaders and experts
• Manage media relations and public communication strategies
• Build connections with international accounting standard setters
• Develop engagement programs for emerging professionals
• Create networks for professional mentorship and development
• Establish relationships with research institutions and think tanks

Design and embed Risk Management Framework for the ETM Department

• Ensure that the ETM Department’s Risk Framework aligns to SAIPA’s overall Risk Management
  Framework
• Ensure compliance with professional standards and regulatory requirements
• Develop and implement risk management frameworks for member services and partnerships
• Monitor and manage reputational risks related to member services and professional standards
• Ensure ethical guidelines and professional standards are maintained in all operations.
• Adhere to the Institute’s legal and ethical requirements, policies, processes and procedures
• Support departmental audits.
• Manage the risks associated with the services rendered by external service providers.
• Oversee the accreditation maintenance process
• Implement controls for maintaining professional standards
• Develop crisis management protocols for member-related issues
• Establish data protection and privacy frameworks
• Monitor compliance with international partnership agreements
• Implement quality assurance systems for educational programs
• Develop risk assessment tools for new initiatives
• Create frameworks for ethical decision-making
• Monitor professional conduct compliance
• Establish systems for handling member complaints and disputes
• Develop protocols for managing professional misconduct cases

Stakeholder Relationship Management:

External

• Develop a Stakeholder engagement plan for the Institute in collaboration with other departments
• Manage relationships with department’s external service providers and ensuring stakeholders derive value from association and engagements with SAIPA
• Manage contracts in conjunction with the Legal department for all external services providers
• Ensure compliance of Service Level Agreement by the service provider
• Manage relationship with the Institute’s external service providers

Internal

• Maintain relations with all members of the management team and staff
• Maintain relations with other departments within the organisation

Reporting:

• Generate analytics on member service utilization and effectiveness
• Provide regular updates on strategic initiative progress and outcomes
• Report on revenue diversification and growth initiatives
• Present financial performance metrics for member services division
• Create impact assessments of professional development programs
• Develop stakeholder engagement effectiveness reports
• Develop risk management effectiveness reports
• Generate member retention and growth analytics
• Prepare professional standards compliance reports
• Develop return on investment analyses for member initiatives
• Develop and present regular reports on member satisfaction and engagement metrics.
• Prepare strategic partnership performance reports and updates

People Management:

• Lead and develop a team focused on member services and strategic partnerships
• Foster a culture of servant leadership and professional excellence
• Implement performance management systems aligned with organizational goals
• Drive talent development and succession planning
• Ensure staff embody SAIPA commitment to member service
• Promote diversity and inclusion within the team and membership base
• Develop career progression pathways for team members
• Effective people planning, deployment and development within the ETM department with due regard to relevant legislations, policies, and best practice procedures.
• Reviewing individual performance; identifying training needs; including soft skills and developmental courses.
• Optimally use of IT systems, software and hardware for effective and efficient management and administration of the Department

MINIMUM REQUIREMENTS

Qualification

• Master’s degree in business administration, Accounting, or related field
• Professional accounting qualification (required)
• Member of recognised professional accounting body.
• Additional qualifications in strategic management or leadership (advantageous)
• Digital transformation certification (advantageous)
• Change management qualifications (advantageous)
• Risk management certifications (desirable)
• Project management qualifications (desirable)

Experience

• Minimum of 15 years of experience in the accounting profession or professional body
• 8 – 10 years’ experience in leading and managing teams that integrate with Tertiary Institutions,
  including Franchise Learning Models.
• 8 – 10 years of experience in education, training, or membership management roles within a
  professional association, regulatory body, or corporate setting or academic institution.
• Ability to oversee the development and execution of member engagement strategies to increase
  retention and satisfaction.
• Strong background in strategic planning and the development of training programs or learning
  initiatives tailored to professional standards.
• Extensive knowledge of Quality Assurance, Education and Training Compliance (IFAC,FASSET,
  SAQA, QCTO)
• Demonstrate an ability to successfully managing multiple projects simultaneously, with a strong
  emphasis on time management, budgeting, and delivering results on time.
• Significant expertise and competence in academic accountancy profession
• Experience in the accounting or financial services sector is highly desirable, especially familiarity
  with regulatory standards such as IFRS, IFRS for SMEs, and South African financial regulations.
• Knowledge of professional development frameworks and the ability to design and implement
  CPD (Continuing Professional Development) programs for accounting professionals.
• Understanding of membership management systems, including CRM (Customer Relationship
  Management) platforms and membership databases.
• Solid understanding of the South African regulatory environment for professional accountants,
  and how to align training programs with these regulations.
• Proven experience in leading and managing cross-functional teams responsible for education,
  training, and membership services.
• Strong public speaking and presentation skills for conducting training sessions, webinars,
  workshops, and addressing large groups – communication represent the professional org.
• Ability to network and build relationships with a wide range of stakeholders, including corporate
  clients, educational providers, regulatory authorities, and professional accountants- stakeholder.
• Ability to innovate and think creatively to address the evolving needs of the membership base
  and the changing landscape of the accounting profession.
• Skilled in developing solutions for enhancing member engagement and expanding the reach of
  training and professional development programs.
• Knowledge of digital learning platforms and an understanding of the role of technology in
  professional education.
• In-depth knowledge of professional ethical standards and the importance of promoting these
  standards within the education and training offerings.
• Understanding of the legal requirements for financial reporting and compliance within the South African context 

Key Purpose

To administer (design, planning, installation, configuration and maintenance of) daily availability and efficiency of: communication, network and technology infrastructure (e.g. data, voice (telephone system), conference tools, email, printers, application software, internet, visual tools); data backup and restore; network production, diagnostic and performance management information; network security and data protection; site surveys and reviews as well as resolve network and other technology performance issues.

Also be accountable for technology associated with the reliable supply of cloud computing, including design, planning, management, maintenance, security, and support

Provide Infrastructure Support through:

• Working with end users to identify and delivering required PC service levels.
• Liaising with, and providing training and support to, end-users and staff on computer operation and other IT-related issues.
• Installing, configuring, testing, maintaining, monitoring, and troubleshooting end-user workstation hardware, networked peripheral devices, and networking hardware and software products.
• Where required, installing, configuring, testing, maintaining, monitoring, and troubleshoot associated end-user workstation software and networking software products.
• Performing on-site analysis, diagnosis, and resolution of complex PC problems for a variety of end users, and recommend and implement corrective hardware solutions, including off-site repair as needed.
• Receiving and responding to incoming calls, tickets, and/or e-mails regarding PC and/or hardware and network problems.
• Performing on-site analysis, diagnosis, and resolution of complex hardware problems for a variety of end users, and recommend and implement corrective hardware solutions, including off-site repair as needed.

Manage Infrastructure

• Develop and maintain an inventory of all monitors, keyboards, hard drives, modems, printers, scanners, and other peripheral equipment
• Monitor and test PC performance and provide PC performance statistics and reports.
• Construct, install, and test customized configurations based on various platforms and operating systems
• If necessary, liaise with third-party support and PC equipment vendors position requirements
• Maintain servers and ensure that the back-up electricity supply equipment is available
• Cloud Computing – AWS, Azure & Private cloud environment
• Cyber Security – Ensure the protection of our IT infrastructure through the implementation and management of robust cybersecurity measures
• Provide remote technical expertise and direction to support end users across various locations.
• Administer the IT Risk assessment, penetration test, vulnerability scans, and social engineering
• Responsible for all administration related to data security, system backups and disaster recovery procedures.
• Responsible for conducting regular vulnerability scans and disaster recovery simulations; and communicating the critical results to management
• Educates management & staff on security risk through continuous reporting and presentations
• Monitors Information Security industry trends and educates the Institute of critical information.
• Implement and administers the Information Security Programme to include policies, procedures, and standards.
• initiatives to research, validate, and manage Information Security vendors and products to ensure robust detection, prevention, and monitoring tools are in place.
• Assist in defining the Information Security plan to resolve gaps identified from audits, risk assessments or vulnerability scans.
• Assist in leading cyber security investigations providing summaries and recommendations to resolve the matter.
• Works closely with IT and project teams to ensure that new projects meet or exceed information security requirements
• Assist in leading Information Security, Server infrastructure to align with organizational strategic objectives, goals, and risk tolerance

Risk Management:

• Adhere to the Institute’s legal and ethical requirements, policies, processes and procedures
• Assist in conducting and documenting department risk assessment
• Assist in managing IT audit findings
• Providing support in adherence to the department’s policies, processes and procedures.
• Manage department’s records,
• Assist in ensuring the Disaster Recovery plan is effective & tested annually
• Assisting in managing cyber security risks & provide recommendations

Reporting:

• Report all none-compliance to the Institute’s policies, processes and procedures

Stakeholders Relationship Management:
Internal

• Participate in key decisions as a member of the IT department team
• Maintain in-depth relations with all members of the department’s team and staff

External

• Manage relationships with department external service providers
• Manage contracts in conjunction with the Legal department of all external services providers
• Ensure compliance of Service Level Agreement by the service provider
• Manage relationship with external service providers

Minimum Requirements
Qualification

• Degree in Computer Science, Information Technology, or related field.

Experience

• At least 4 years of information security experience.
• At least 4 years of server administration experience.
• At least 4 years of experience with managing cloud infrastructure, including AWS & Azure
• Experience with standards and best practices such as ISO27001, SIEM, POPIA, GDPR & SOC 2 compliance.
• Required demonstrated knowledge of information technology security trends and leading best practices.
• Minimum of 2 years’ experience directly leading infrastructure or security focused staff in a team environment.
• Experience and expertise in managing and administering infrastructure and data systems.
• Minimum of 3 years’ experience in at least five of the following: access control systems and methodology; business continuity and disaster recovery planning; risk, response, and recovery; network security architecture; security management practices; audit and monitoring; enterprise and IT risk assessments; incident response management.
• Demonstrable experience of managing complex disaster recovery plans & procedures.
• Demonstrable experience of drafting and introduction of data protection and disaster recovery policies.
• Requires working knowledge of ISP’s and its operations and procedures.
• Excellent time management skills and the ability to prioritize multiple initiatives and projects.
• Ability to operate at all levels of the organization.
• Excellent interpersonal skills including oral and written communications.
• Ability to manage change within the organization.
• Ability to maintain a high level of confidentiality.
• Technically proficient in IT and Information Security controls and concepts.
• Demonstrate flexibility and the ability to work in a team environment.
• Strong organizational and planning skills, resourcefulness, and creative problem-solving skills.

Purpose

The Training & Assessment Manager manages the training, assessment, and accreditation processes for learners, trainees, higher education institutions and membership through Recognition of Prior Learning (RPL). Also, this role oversees the Training Advisor to ensure the accreditation of ATCs and trainees, learning programmes and service providers, maintaining quality and compliance with SAIPA policies and regulatory standards.

1. Ensure that SAIPA learnerships and accreditation comply with SAIPA policies and regulatory standards.
2. Oversee the accreditation of Approved Training Centres (ATCs) and service providers for learnership programmes.
3. Ensure that trainees have support throughout the learnership programme.
4. Manage the accreditation of higher education institutions, academic programmes, ATCs, and other service providers.
5. Ensure the effective administration and accreditation ATCs.
6. Ensure that logbooks are updated and maintained in alignment with the Competency Framework and Learnership requirements.
7. Assist SAIPA in establishing Mutual Recognition Agreements (MRAs) and Memorandums of Understanding (MOUs).

2. Manage and Support SAIPA Assessments

1. Manage assessment processes for all qualifications and designations.
2. Administer all assessment processes, including capturing exam results and maintaining quality service delivery to trainees and ATCs
3. Coordinate logistics for Professional Evaluation and other assessment online and/or face to face assessments.
4. Review moderators and assessor reports, ensure table recommendations for approval by ExamCom before implementation
5. Issue NQF certifications, critical skills letters, and competency letters.

3. Recognition of Prior Learning (RPL)

1. Approve RPL applications for trainees

4. Secretarial Support

1. Provide secretarial support to internal to the Examinations Committee and Recognition of Prior Learning Committee and any other committee as required.
2. Represent SAIPA on external committees and forums related to trainees, assessments and tertiary institutions.
3. Provide support for the implementation of SAIPA’s Competency Frameworks at Higher Education Institutions and ATCs.

5. Training Programme Management

1. When required, support activities related to department projects, such as Project Achiever, Work Skills Integrated Programmes at Universities and Tvet Colleges.
2. Review and approve learnership programme extensions, trainee transfers and trainee logbook signoffs.
3. Arrange and manage learning and development courses.

6. Stakeholder Management

1. Ensure SAIPA representation at career expos in conjunction with the Marketing Department.
2. Ensure effective communication with trainees, tertiary institutions, and other stakeholders.
3. Collaborate with trainees, assessors, and higher education institutions to resolve concerns and maintain a supportive training and assessment environment.

Stakeholder Relationship Management

External

• Develop a Stakeholder engagement plan for the Institute in collaboration with TS department
• Manage relationships with department external service providers and ensuring stakeholders derive value from association and engagements with SAIPA
• Manage contracts in conjunction with the Legal department of all external services providers
• Ensure compliance of Service Level Agreement by the service provider
• Manage relationship with the Institute’s external service providers

External

• Participate in key decisions as a member of the management team
• Maintain in-depth relations with all members of the management team and staff
• Maintain relations with other departments within the organisation

Risk Management

• Adhere to the Institute’s legal and ethical requirements, policies, processes and procedures
• Support departmental audits
• Manage the risks associated with the services rendered by external providers

Reporting

• Give input to department’s Annual Integrated Report (AIR)
• Report all none-adherence to the Institute’s legal and ethical requirements. Policies, processes and procedures
• Report on the performances of trainees, ATC, assessors and candidates during assessments

People Management

• Manage and oversee the effectiveness of staff by:
• Directing, delegating and managing the department
• Effective people planning, deployment and development within the department with due regards to the relevant legislation, policies, procedures and best practices
• Inform staff of all occurrences relative to the institute and the departments
• Monitor and appraise team performance against agreed standards and goals
• Take corrective measures as required
• Conduct staff training needs analysis

Educational Requirements:

• Matric
• Degree in Education Management and Education Legislation

Experience Required

• Practical experience in the administration of trainees in compliance with legislative requirements
• Practical experience in the administration of assessments and assessment processes

Knowledge of

• Practical and technical understanding of the legislative compliance requirements within the education and professional environment
• Practical and technical understanding of the legislative compliance requirements within the education and professional environment relating to assessments

Key Purpose

• To ensure that all monies received in our bank account are captured correctly and accurately.
• To prepare Interest schedule and credit balance report, should also attend to member queries related to members and members accounts.
• To raise manual invoices, process credit notes and Journals to clear the unallocated accounts.
• To act as understudy to Financial Manager

• Capture all monies received from the bank statement onto accounting system against the member’s account.
• Perform the bank reconciliation
• Raise interest on outstanding fees
• AProcess journals
• Clearing of unallocated account by calling members/ bank
• Raise manual invoices
• Process credit notes
• Review debtors aging and members accounts

Administration

• Administration Assisting other departments regarding correcting the member account in order to ensure accuracy
• Provide supporting documents for Internal and External audit
• Advise on debt collection processes
• Responsible for CSD (Central database application) account to update Institute’s information for government sectors

Service Delivery

• Perform any other operational projects or administrative duties required by the finance manager
• Ensure quality service orientation and delivery to all stakeholders including internal stakeholders

Debtors Inbox

• Attend to member queries via telephone, email and CRM

Debt Collection

• Collections of outstanding fees from members

Reporting

• Generate year-end annual invoices
• Monthly unallocated account
• Collection progress Report

Risk Management

• Adhere to the Institute’s legal and ethical requirements, policies, processes and procedures
• Assist in conducting and documenting the Finance risk assessment
• Assist in managing negative audit findings
• Manage department’s records

Stakeholder Relationship

External

• Manage relationships with department external service providers ensuring stakeholders derive value from association and engagements with the Institute (Auditors, Banks and others)
• Manage contracts in conjunction with the Legal department of all external services providers
• Assist in managing negative audit findings
• Ensure compliance of Service Level Agreements by the service provider

External

• Participate in key decisions as a member of the department team
• Maintain in-depth relations with all staff of the Institute

Reporting

• Report any none-adherence to the Institutes legal and ethical requirement, policies, processes and procedures
• Compilation of credit reports

Minimum Requirements
Qualification

• Minimum: Matric Certificate
• Diploma in Accounting

Experience

• 2-3 years’ experience in debtors control environment

Knowledge of

• Excellent communication skills (spoken and written)
• Analytical skills

Debt Collection

• Responsible for calling debtors for outstanding fees
• Follow up on unresolved queries
• Make payment arrangements in a form of debit order or flag members who opt to make cash or electronic deposits.
• Attend to the needs/requirements of debtors as it relates to the collection of outstanding amounts and the attendance of any further matters which may arise
• Maintain a record of contact with debtors or other parties on collection
• Distribute (Email) statements and invoices to members
• Amend, improve and enhance debt collection processes
• Complete Vendor application forms
• Provide supporting documents for Internal and External audit
• Invoicing and Credit Notes
• Act as understudy to Debtors Controller
• Initiate journal entries required to correct debtor accounts for approval by the Debtors Controller and Financial Manager
• Perform other ad hoc duties as required from time to time by the Debtors Controller, Financial Manager of Chief Financial Officer

• Minimum: Matric Certificate/ Equivalent
• Diploma in Accounting / N6 Financial Management or Accounting

Experience Required

• 2-3+ years full function Debtors/Finance and accounting experience

Knowledge of

• Excellent communication skills (spoken and written)
• Analytical skills
• Must have experienced on Accounting System
• Good understanding of reconciliations, matching and accounting

Position

Training Advisor

Department

Education, Training and Membership

Reporting to:

Senior ETM Manager

Contract

Permanent

LOCATION

Midrand

Key Purpose
The Training Advisor is responsible for maintaining continuous accreditation and ensuring the effective management of SAIPA Learnership Programmes and Approved Training Centers (ATCs). This role supports the Training & Assessment Manager while offering guidance and assistance to current and prospective trainees, as well as Overall Evaluators.

Key Responsibilities

• Accreditation and Programme Registration:
• Administer and maintain continuous accreditation and registration of the SAIPA learnership programmes.
• Administer and maintain accreditation for ATCs (Approved Training Centers).
• Assign, monitor, and report on assessor accreditation activities.
• Administer and conduct accreditation processes, including inspections and reviews of ATCs.
• ATC (Approved Training Centers) Management:
• Administer and conduct induction programmes for trainees at ATCs.
• Approve trainee registrations and programme completions.
• Approve trainee applications for the Professional Evaluation (PE) exam.
• Provide guidance to trainees throughout their registration lifecycle, including handling resignations and support requests.
• Offer guidance to trainees and ATCs in alignment with the Institute’s requirements.
• Monitor, oversee, and report on assessor visits, ensuring timely payment to assessors.
• Ensure proper integration of trainees and ATCs into the Logbook system.
• Add ATC Overall Evaluators to the Logbook system and manage related processes.

• Process Management and Support:
• Manage outcomes related to ATC recommendations and findings.
• Administer and manage the accreditation processes for ATCs and service providers involved in learnership programmes.
• Track and guide developmental initiatives for trainees and ATCs.
• Continuously review and refine processes for the benefit of trainees and ATCs.
• Effectively and efficiently handle Logbook-related queries, ensuring clear communication and prompt resolution.
• Ensure the ATCs comply with all relevant regulations, including those set by SAIPA and other regulatory bodies.
• Participate in special projects related to SAIPA training programmes and staying informed about developments in the field.
• Stakeholder management:
• Facilitate effective communication between trainees and other stakeholders to ensure smooth interactions.
• Promote a collaborative atmosphere between ATCs and trainees.
• Work closely with trainees and Overall Evaluators to resolve concerns, creating a supportive and efficient training environment.

MINIMUM REQUIREMENTS

Qualification

• Education: Bachelor’s degree in education, Training Management, or a related field

Experience

• Exposure to accreditation processes, learnership programme management, or training in professional organizations is advantageous.
• Strong organizational and administrative skills.
• Proficiency in using accreditation and training management software, such as Logbook systems.
• Excellent communication and interpersonal skills for effective trainee and ATC engagement.
• Analytical thinking to evaluate portfolios and assess compliance with accreditation standards.

Key Purpose

To provide thought leadership initiatives that will position SAIPA and CoTE as a forerunner in tax legislative matters and the profession.
To lead and manage the Centre of Tax Excellence (CoTE) Unit within the Technical
To enable quality Tax services to all members and their clients to enable quality tax services to all members and their clients.
To oversee the comments and submissions made by the Tax specialist on all Tax Legislation To act as Editor in Chief for the SAIPA Professional Journal: Tax Professional
To provide technical content to be presented to members through engagement sessions, technical updated and newsletters.
To make contribution to the Education Committee re Taxation examinations

Key Responsibilities:

Strategy

• Develop and implement Centre of Tax Excellence’s strategy
• Identify channels to market the Centre of Tax Excellence to the relevant segment

Research

• Conduct research on relevant topics: raising Members’ Tax awareness
• Perform market environmental scans to compare competitor tax products and service offerings conducted

Member Service Delivery

• Keep members abreast of all changes to Tax legislation
• Conduct Member needs analysis
• Ensure implementation of new products and services implemented to address the changing needs of the profession and gaining competitive advantage Inform members of new developments in tax
• Ensure that the self-services tax material to be made available on the SAIPA platforms is available published and updated
• Create specific value-added products and service to CoTE

Accreditations

• Maintain SAIPA’s accreditation with SARS
• Develop and maintain the CoTE entry assessments

Qualifications, Exams & Assessment

• Assist the Education and training with Tax assessments for the professional evaluation and preparatory programmes
• Create Qualifications & Educational requirements for tax practitioners and tax technicians
• Perform market environmental scans to compare competitor tax products and service offerings conducted

Workshop, CPD, Webinars and SAIPA conferences

• Present workshops and webinars as and when required.

Publications

• Publish new tax guidelines and books for the benefit of the Institute and it’s members (Financial and technical knowledge)
• To act as Editor in Chief for the SAIPA Professional Journal: Tax Professional
• To provide technical content to be presented to members through engagement sessions, technical updated and newsletters

Commercialise CoTe /Business Development

• Identify opportunities for growth in member services
• Generate revenue through CoTE seminars and projects
• Identify opportunities, including collaboration with other RCBs and PAOs, which could lead to revenue generation for the Institute.

Advocacy & Lobbying

• Make comments on new tax legislation
• Make submissions to tax legislation, regulatory authorities to protect and promote the interest of members
• Ensure effective submissions and presentations to all treasury and other tax legislation
• Engage relevant business in the industry for opening opportunities for training in taxation
• Engage universities on programmes that are relevant to Taxation
• Engage with QCTO and SETA&’s on Tax related qualifications and skills development programmes alongside CoFE and ETM

MINIMUM REQUIREMENTS

Qualification

• Honors degree in Tax
• M Com Tax or equivalent is an advantage
• Professional Accountant (SA) preferred

Experience
·    +8 years’ knowledge and practical experience in Tax or academia

• Tax Industry knowledge.
• 3+ years in a managerial or supervisory role.

Position

Tax Specialist

Department

Technical and Standards

Reporting to:

CoTE Manager

Contract

Permanent

LOCATION

Midrand

Key Purpose
To lead in the Centre of Tax Excellence (CoTE) Unit within the Technical and Standards Department to enable quality tax services to all members and their clients.
To provide thought leadership initiatives that will position SAIPA and CoTE as a forerunner in tax
legislative matters and the profession.

Key Responsibilities:

• Ensure all stakeholders are informed of the Centre of Tax Excellence
• Keep members abreast of all changes to Tax legislation though approved communication such as member alerts and the weekly SAIPA Newsletter
• Perform research on relevant topics: raising Members’ Tax awareness
• Identify opportunities for growth in member services
• Represent SAIPA at various stakeholder forums, including but not limited to SARS, OTO and National Treasury.
• Attend and represent SAIPA various National Treasury lockups and engagements in respect of the Annual Budget and MTBPS
• Attend to all tax related queries from members
• Present workshops and webinars where required
• Generate revenue through assisting with the development and implementation of CoTE seminars
• Ensure implementation of new products and services implemented to address the changing needs of the profession and gaining competitive advantage, such as:
• Plan for and implement the CoTE strategy as part of the TSD Strategy
• Perform Member needs analysis
• Perform market environmental scans to compare competitor tax products and service offerings conducted
• Create specific value-added products and service to CoTE that could potentially lead to revenue generation projects.
• Assist with maintaining the tax related budget items and report on variances.
• Create the self-services tax material to be made available on Tier 1 platforms.
• Assist, alongside CoTE Manager, the ETM Compliance team to maintain SAIPA’s accreditation with SARS
• Publish articles in the Tax Professional magazine and other technical newsletters on relevant topics.
• Author new tax guidelines and books for publication to SAIPA members and the broader industry.
• To respond to Members Tax related queries
• To make contribution to the Education Committee about taxation

Advocacy & Lobbying:

• Make comments on new tax legislation.
• Make submissions to tax legislation, regulatory authorities to protect and promote the interest of members.
• Ensure effective submissions and presentations to all treasury and other tax legislation.

MINIMUM REQUIREMENTS

Qualification

• Honors degree in Tax
• M Com Tax or equivalent is an advantage
• Professional Accountant (SA) preferred

Experience

• Minimum of 4 years’ knowledge and practical experience in Tax environment
• Advanced Practical Tax Industry knowledge is essential.

Knowledge and Abilities

• Communicates with confidence, balancing respect, and assertiveness.
• Doesn’t just plan but executes—an expert in both designing strategies and getting them implemented.
• Data-driven, using analytics to make smart, informed decisions in the tax space.
• Is passionate about tax law and compliance, and excited about delivering world-class advice and solutions to members.
• Thinks like a business strategist, solving tax challenges with both technical expertise and a broader business perspective.
• Is curious and challenges conventional thinking, always looking for smarter ways to approach tax issues.
• Thinks and acts like a business owner, taking pride in contributing to the success of the organisation.
• Is smart, has impeccable integrity, and is dedicated to working hard to achieve outstanding results.

Position

Brand and Events Coordinator

Department

Sales and Marketing

Reporting to:

Marketing Manager

Contract

Permanent

LOCATION

Midrand

Key Purpose

To manage and implement all internal and external events, including CSR. To manage brand collateral.

General Administration:

• Administration of the departments activities, functions and interventions
• Liaison with all other departments in supporting the Marketing an Communications Department
• Ensuring that all projects and events documentation is filed and saved correctly on the on the Institute’s IT infrastructure

Events planning and Management:

• Must be able to plan and execute events of any size, from idea stage to production.
• Assist in developing an event calendar and project plan.
• Ensure successful facilitation, scheduling, and coordination of all SAIPA events (face-to-face, virtual, hybrid).
• Ensure that all events are delivered efficiently and effectively.
• Draft guidelines for various stakeholders, including PCOs, to ensure high-quality service delivery.
• Responsible for timely communications related to events.
• Prepare monthly status/progress reports of all events.
• Effectively liaise with the Regional staff regarding National and Regional Events.
• Manage events and address potential problems that may arise.
• Manage all event operations, including preparing venues, invitations.
• Ensure that the operations plan (and task list) is prepared and implemented

Branding and promotional material:

• Ensure that all SAIPA events have a stand with professional graphics, promotional items, AV, and collateral for exhibition stands, staff support.
• Assist in managing the SAIPA Brand material consistent with the Brand Management strategy.
• Ensure a consistent visual language, brand visibility, and recognition through promotions, advertising, and the use of relevant media platforms/channels.
• Manage effective marketing of the Institute’s products, services, and events to members, non- members, and other stakeholders.
• Contribute to brand strategy development, execution, and evaluation.

Corporate Social Responsibility:

• Assist in identifying CSR initiatives and programmes
• Implement CSR initiatives and programmes

MINIMUM REQUIREMENTS

Qualification

• Diploma/Certification in Events Management, Marketing, Communications, or a related field

Experience

• Minimum of 3-5 years of experience in event planning and management
• Strong project management and organisational skills.
• Excellent communication and interpersonal skills.
• Ability to work under pressure and handle multiple tasks simultaneously.
• Proficiency in event management software and IT infrastructure.
• Creative and detail oriented.
• Familiarity with branding and promotional activities.
• Other: Only when required, willingness to travel and work flexible hours, including weekends and evenings, as required by event schedules.

Position

Communications Consultant

Department

Sales and Marketing

Reporting to:

Communications and Stakeholder Manager

Contract

Permanent

LOCATION

Midrand

Key Purpose

The role focuses on delivering clear, engaging, and accurate communication to support the organisation’s objectives, enhance member engagement, and promote the Institute’s brand across all digital, print, and social media platforms. This role requires close collaboration with various departments to ensure cohesive communication strategies, support employee engagement initiatives and manage the organisation’s online presence.

Internal Communications

• Collaborate with Departments: Work closely with other departments to provide excellent communication support and benefits to existing members.
• Support CPD Department: Assist in creating, editing and formatting CPD (Continuing Professional Development) materials, presentations and announcements for CRM.
• Compliance Communication: Send compliance notifications and updates to Institute members and manage distribution of all other external communication.
• SMS Notifications: Draft, obtain approval and send SMS notifications to members
• Internal Communication Drive: Drive all internal communications to staff and support HR with employee engagement initiatives, working closely with the Marketing Executive.
• Reporting: Produce monthly reports on all bulk mailer communications, including open rates, bounce rates, and the number of mailers for each department, as well as SMS message reports.

External Communications

• Digital Platform Management: Manage all digital platforms and social media channels, including Facebook, Twitter, LinkedIn, TikTok, YouTube and the website, working in collaboration with other team members and suppliers.
• Develop strategies, brainstorm, and schedule social posts with the Marketing Team.
• Bulk Mailer Management: Manage bulk mailers to members, non-members, trainees, ATCs (Accredited Training Centres), and student members, ensuring consistent and timely communication.
• Content Generation: Generate, manage, and oversee the production of content for weekly member newsletters/communications.
• Magazine Publishing: Oversee the publishing of all Institute magazines, liaising with publishers on content, editing, and advertising requirements.
• Event Invitations: Manage the design and dissemination of invitations to Institute events, ensuring they are engaging and informative.
• Marketing Information Coordination: Coordinate marketing information by drafting, sourcing photographs, overseeing production, proofreading, and printing.
• Website Management: Manage content updates, editing, events, and media releases on the organisation’s website, ensuring all information is current and accurate.

Content Management and Strategy

• Content Creation: Develop and manage content across all SAIPA-owned channels, ensuring consistency and alignment with the Institute’s messaging and goals.
• Internal Communication Platforms: Maintain and update internal communication platforms, such as SharePoint, with strategic support and content ideas.
• Strategic Collaboration: Work closely with the team, providing strategic support and advice to increase engagement and enhance content quality.
• Consistency Checks: Ensure consistency in messaging across all communication channels, including internal emails, website content, social media posts, and newsletters.

Key Competencies

• Strong Communication Skills: Excellent written and verbal communication skills, with a keen eye for detail and accuracy.
• Digital Literacy: Proficient in managing digital platforms, social media channels, and bulk mailer systems.
• Editing and Proofreading: Ability to edit and proofread content to ensure clarity, consistency, and alignment with brand messaging.
• Content Strategy: Experience in developing and implementing content strategies for various communication channels.
• Project Management: Strong organisational skills, with the ability to manage multiple projects and deadlines effectively.
• Collaboration: Ability to work collaboratively with different departments and stakeholders.

Key Performance Indicators (KPIs):

• Internal Communication Effectiveness: Quality and timeliness of internal communication, employee engagement metrics, and feedback from staff and HR.
• External Communication Metrics: Open rates, click-through rates, bounce rates for bulk mailers, engagement rates on social media, and website traffic.
• Content Accuracy and Consistency: Accuracy, consistency, and relevance of all published content across various platforms.
• Project Delivery: Ability to meet deadlines, quality of event invitations, and marketing collateral produced.

MINIMUM REQUIREMENTS

Qualification

• Bachelor’s degree in communications, Marketing, Public Relations, Journalism, or a related field

Experience

• A minimum of 3-5 years of experience in a communications, marketing, or content management role.
• Experience with internal and external communication strategies, including social media management, bulk mailers, and newsletter production.
• Proficiency in using communication and collaboration tools (e.g., CRM systems, email marketing platforms, social media management tools, SharePoint).
• Strong editing, proofreading, and copywriting skills.
• Experience working in a member-based organisation or professional body (preferred)

Key Purpose

To manage the Institute’s brand communication, internal and external communication and public relations.

• Manage communication aligned to events.
• Manage presence and content on social media sites, website, SharePoint, ensuring adherence to IT/Social media policy.
• Plan and manage all SAIPA social media content, both offline and online.
• Manage and monitor all social platforms and pages to ensure consistency in messaging.
• Update the SAIPA website regularly with fresh content, and make necessary updates and edits, including graphics, resources, and advertisers.
• Manage and develop engaging, fresh, and original content for initiatives, exhibitions, events, magazines, newsletters, and similar to encourage interaction with the Institute and enhance online presence.
• Identify service providers, and manage workflow, where required.
• Develop a multimedia content distribution calendar, campaigns, and platforms.
• Develop basic graphic elements for different social platforms and customize to adhere to the quality of the channels.
• Ensure social media platforms work efficiently and are updated continuously to ensure optimum usage.

• Quality control on all content before distribution on all channels e.g., website, social, and network placement.
• Manage content library, calendars, campaigns, and platforms.
• Maintain and constantly improve quality on social media platforms such as Facebook, Twitter, LinkedIn, YouTube.
• Collaborate with other departments to drive new members’ marketing campaigns.
• Assist in the coordination of marketing information, collation thereof, drafting where required, sourcing photographs, overseeing production, proofreading, and printing.
• Engage with the Marketing Manager to provide support and advice to increase engagement, develop content requirements, advance scheduling, content ideas, copywriting, and assist with Always On content.
• Oversee the design of invitations to the Institute’s events.

Communications:

Internal

• Collaborate with other departments to provide excellent customer service benefits to existing members.
• Provide support to all departments to develop and distribute bulk mailers and SMS.
• Edit and format CPD materials/presentations.
• Send compliance notifications to the Institute’s members.
• Send SMS notifications to members on broadcast interviews, compliance notices, National Office- related matters, CPD changes of dates, time, and venues.
• Draft and approve SMS messages.
• Drive all internal communications to staff and support HR in employee engagement initiatives with support from the Sales and Marketing Executive.
• Monthly reporting on all bulk mailer communications, including open rates, bounce rates, number of mailers for each department, and SMS messages.

External

• Manage all SAIPA digital platforms and social media, including brainstorming, and scheduling of all social posts with the Marketing Manager and Sales Manager.
• Manage the bulk mailers to all target audiences, including members, non-members, trainees, ATCs, student members, and other stakeholders.
• Generate and manage the production of content for weekly newsletters and communication to various stakeholders.
• Manage the publishing of all SAIPA magazines (editorial committee, liaison with the publisher in terms of content, editing, and advertising).

Public Relations:

• Brainstorming content (internally and current affairs, trends); Pitching ideas internally; Securing interviews with content holders; provide Thought Leadership opportunities
• Drafts and Oversees the implementation an approved PR plan, including checking press releases and liaising with spokespersons and helping the agency facilitate media interviews.
• Develop and implement public relations strategies to enhance the Institute’s brand image.
• Draft press releases, speeches, and other PR-related materials.
• Build and maintain relationships with journalists, influencers, and media outlets.
• Organise press conferences, media briefings, and interviews.
• Monitor media coverage and handle any crisis communication.
• Ensure consistency in messaging across all public relations materials.
• Develop PR campaigns and media relations strategies.
• Address enquiries from the media and other parties.
• Track and analyse PR performance metrics.

Risk Management:

• Support the Communications and Stakeholder Manager in managing the risks within the Institution through identification, reporting and developing plans to mitigate such and ensure sustainability

Stakeholders External Stakeholders

• Assist Communications and Stakeholder Manager to develop a stakeholder communication strategy.
• Manage contracts in conjunction with the Legal department of all external services providers
• Ensure compliance of Service Level Agreement by the service provider
• Manage relationship with the Institute’s external service providers
• Support networks of active members, as basis for sharing information, issues and ideas
• Ensure SAIPA’s participation in all relevant key industries forums.

Internal Stakeholders

• Participate in key decisions as a member of the management team
• Maintain in-depth relations with all members of the management team and staff.

Reporting

• Ensure the production, design, layout, and printing of Annual Reports (AIR) and any other report.
• Compile monthly reports on PR activities and media monitoring.
• Compile monthly reports on communication activities and statistics.
• Compile the required regular reports on the utilisation of the departmental budget.”

MINIMUM REQUIREMENTS

Qualification

• Degree in Marketing/Brand Management/Communication

Experience

• Minimum of 7 years’ experience in a Brand Management and Communications
• Accounting Industry experience would be an advantage