CA(SA) - Family Office Chartered Accountant

About the role

A prestigious Family Office in the Wealth Management sector, based in Observatory, Cape Town, is looking for a qualified CA(SA) to oversee the financial affairs of a diverse portfolio of family businesses, trusts and investment structures. This is a full-time, permanent, in-office position with remuneration of up to R80 000 per month (cost to company). The role suits a commercially minded finance professional who combines strong technical accounting ability with discretion, maturity and sound judgment, and offers a path toward broader fiduciary responsibilities such as succession into trusteeship.

Key responsibilities

• Oversee the accounting and tax function across multiple entities, trusts and investment structures, and prepare and review annual financial statements and consolidated reporting
• Manage budgeting, forecasting and financial planning, and monitor cash flow, liquidity and treasury needs
• Assist in monitoring investment portfolios and provide financial analysis and input on investment decisions, liaising with wealth managers, stockbrokers and investment advisors
• Oversee tax compliance for individuals, trusts and corporate structures, coordinate with tax advisors on structuring and estate planning, and ensure compliance with SARS, CIPC and other regulators
• Manage audit processes and statutory submissions
• Assist with the administration and governance of family trusts, support succession planning and intergenerational wealth transfer, and maintain governance records, resolutions and legal documentation
• Liaise with bankers, auditors, attorneys and investment professionals, build long-term relationships with family members and advisors, and maintain strict confidentiality

Required profile

• Qualified CA(SA) and SAICA registered, with a minimum of 5+ years' post-articles experience
• Experience in wealth management, family offices, fiduciary services, private clients or investment-focused roles
• Strong understanding of trusts, tax structures and multi-entity accounting
• High level of integrity, professionalism and discretion; mature communication style with strong executive presence
• Advantageous: exposure to offshore structures and international investments, knowledge of estate planning, and experience with property portfolios or alternative investments

Required skills

• Advanced Excel and financial modelling
• Strong analytical and commercial acumen, exceptional attention to detail, and ability to work independently