An exclusive opportunity exists for a qualified CA(SA) to take ownership of financial operations within a sophisticated private wealth and investment environment, supporting the preservation and growth of multi-generational assets.
Why join this team?
- Work within a highly professional, discreet family office environment
- Exposure to complex investment structures, trusts, and private wealth management
- Opportunity to influence strategic financial decisions and long-term wealth preservation
- Engage with experienced advisors across investments, tax, and legal disciplines
- Operate in a role that blends technical expertise with commercial insight
What you will be doing:
- 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
| Location: | Cape Town, Southern Suburbs |
|---|---|
| Job type: | Permanent |
| Emp type: | Full-time |
| Salary type: | Annual |
| Salary: | Negotiable |
| Job published: | 29/04/2026 |
| Job ID: | 75137 |