CA(SA) – Family Office Chartered AccountantWealth Management | Private Family Office | Cape TownRemuneration: 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 ResponsibilitiesFinancial 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 RequirementsMinimum 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 ProfileOur 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.
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.
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We place world-class people into high-growth, founder-led companies. Our clients are companies that are obsessed with finding the right people.
