CA(SA) - Family Office Chartered Accountant

About this role

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.