Finance Manager – Private Wealth & Investment

About the role

We are seeking a qualified CA(SA) to lead the finance function within a discreet family office that manages multi‑generational wealth. The role combines technical accounting expertise with commercial insight to support investment, tax and estate planning activities.

Key responsibilities

• Oversee full accounting function across multiple entities, trusts, and investment structures
• Prepare monthly management accounts, annual financial statements, and board reports
• Manage budgeting, forecasting, and consolidated reporting
• Monitor liquidity, treasury, and cash flow requirements
• Support investment portfolio tracking, performance analysis, and asset allocation
• Analyse new investment opportunities and contribute to strategic decision‑making
• Liaise with wealth managers, stockbrokers, and investment advisors
• Oversee tax compliance for individuals, trusts, and companies
• Ensure compliance with regulatory bodies including SARS and CIPC
• Manage audits and statutory submissions
• Assist with trust administration and estate planning initiatives
• Maintain governance records and legal documentation
• Build relationships with external stakeholders including bankers, attorneys, and auditors
• Uphold strict confidentiality in all matters

Required profile

• Qualified CA(SA)
• Minimum 5 years post‑articles experience
• Experience in wealth management, family office, fiduciary or private client environments
• Strong understanding of trusts, tax and multi‑entity structures
• High levels of integrity, professionalism and discretion
• Advantageous: exposure to offshore structures, foreign investments, estate planning, property portfolios or alternative investments

Required skills

• Advanced Excel
• Financial modelling

What we offer

• High‑impact role with direct exposure to strategic decision‑making
• Broad scope across investments, tax and financial management
• Collaborative environment with experienced professionals
• Opportunity to work with complex and diversified asset portfolios