Financial Manager

CA Financial Appointments; Wes-Kaap; On-site; ZAR 1,000,000 - 1,400,000; Full time

Benefits offered by this job

High-impact role

Broad investment scope

Collaborative environment

Exposure to complex portfolios

Job summary

CA Financial Appointments is seeking a qualified CA(SA) to take ownership of financial operations within a sophisticated private wealth environment. You will oversee multi-entity accounting, trusts, and investment structures, while guiding budgeting and strategic decisions to preserve and grow multi-generational wealth.

You will interact with wealth managers and advisors, ensuring tax compliance and governance across entities, with a focus on discretion and strategic impact in a confidential

Qualifications

• Qualified CA(SA) with at least 5 years post-articles experience.
• Experience in wealth management, family office, fiduciary, or private client environments.
• Advanced Excel and financial modelling capability.

Responsibilities

• Oversee full accounting function across multiple entities, trusts, and 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 and performance analysis.
• Analyse new investment opportunities and contribute to strategic decisions.
• Liaise with wealth managers, stockbrokers, and investment advisors; oversee tax compliance for individuals, trusts, and companies.
• Ensure compliance with SARS, CIPC, audits, and statutory submissions.
• Assist with trust administration and estate planning; maintain governance records and legal documents.

Skills

CA(SA)

Post-articles 5 yrs

Wealth management

Excel modelling

Education

CA(SA)

Job description

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

What we are looking for:

• 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
• Advanced Excel and financial modelling capability
• High levels of integrity, professionalism, and discretion

Advantageous:

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

Benefits and unique aspects:

• 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