Family Office Chartered Accountant

CA(SA) – Family Office Chartered Accountant

• Wealth Management | Private Family Office | Cape Town
• Remuneration: Up to R80 000 per month (cost to company)
• Location: Observatory, Cape Town.
• Position type: Full time, permanent, in office position.

Our client, a prestigious Family Office within the Wealth Management sector, is seeking a qualified CA(SA) to take responsibility for the financial oversight of a diverse portfolio of family business interests, trusts, and investment structures.

This is a high-trust, high-responsibility role suited to a commercially minded finance professional who combines strong technical accounting ability with discretion, maturity, and sound judgment. The successful candidate will play a key role in safeguarding and growing long-term family wealth while working closely with senior stakeholders and external advisors.

The position also offers a unique long-term opportunity to grow into broader fiduciary responsibilities, including potential succession into trusteeship roles.

Key Responsibilities

Financial Management & Reporting

• Oversee the full accounting and tax function across multiple entities, trusts, and investment structures
• Prepare and review annual financial statements and consolidated reporting
• Manage budgeting, forecasting, and financial planning across the family portfolio
• Monitor cash flow, liquidity, and treasury requirements

Wealth & Investment Oversight

• Assist in monitoring investment portfolios and performance across asset classes
• Provide financial analysis and input on investment decisions and opportunities
• Liaise with wealth managers, stockbrokers, and investment advisors
• Track and report on both local and offshore investment performance

Tax & Compliance

• Oversee tax compliance for individuals, trusts, and corporate structures
• Coordinate with tax advisors on structuring, estate planning, and optimisation strategies
• Ensure compliance with SARS, CIPC, and other regulatory bodies
• Manage audit processes and statutory submissions

Trusts & Estate Planning

• Assist with the administration and governance of family trusts and entities
• Support succession planning and intergenerational wealth transfer initiatives
• Maintain accurate governance records, resolutions, and legal documentation

Stakeholder Management

• Liaise with bankers, auditors, attorneys, and investment professionals
• Build trusted, long-term relationships with family members and advisors
• Maintain strict confidentiality at all times

Requirements

Minimum Requirements

• Qualified CA(SA) and SAICA registered
• Minimum 5+ years’ post-articles experience
• Experience within wealth management, family office environments, fiduciary services, private clients, or investment-focused roles
• Strong understanding of trusts, tax structures, and multi-entity accounting
• Advanced Excel and financial modelling skills
• High level of integrity, professionalism, and discretion

Advantageous Experience

• Exposure to offshore structures and international investments
• Knowledge of estate planning principles
• Experience with property portfolios or alternative investments

Key Competencies

• Strong analytical and commercial acumen
• Exceptional attention to detail
• Ability to work independently and take full ownership
• Mature communication style with strong executive presence
• Highly organised, structured, and deadline-driven
• Absolute confidentiality and trustworthiness

Ideal Candidate Profile

Our client is seeking a polished and capable CA(SA) who thrives in a sophisticated private wealth environment. The ideal candidate enjoys working with complexity across multiple entities, demonstrates sound judgment under pressure, and values long-term relationship building within a high-net-worth family setting.