Private Wealth & Tax Strategy Lead

CFA Institute; Sandton; On-site; ZAR 800,000 - 1,100,000; Full time

Job summary

The CFA Institute is seeking a Financial Wealth Manager in South Africa to take ownership of coordinating and managing complex financial affairs for high-net-worth individuals and families. This hands-on role demands strong accounting, taxation and wealth management expertise, with excellent organisation and attention to detail.

Responsibilities include financial reporting, taxation for individuals/companies/trusts, estate planning, cross-border matters and client administration, working with

Responsibilities

• Accounting and financial reporting
• Individual, company and trust taxation
• Companies, trusts and other legal structures
• Banking and treasury matters
• Investments and wealth management
• Estate and succession planning
• Cross-border financial and tax matters
• External accountants, attorneys, tax advisers, bankers and other professional service providers
• Client administration, workflows, deadlines and deliverables

Skills

Accounting

Financial reporting

Tax planning

Job description

The CFA Institute is seeking a Financial Wealth Manager in South Africa to take ownership of coordinating and managing complex financial affairs for high-net-worth individuals and families. This hands-on role demands strong accounting, taxation and wealth management expertise, with excellent organisation and attention to detail.

Responsibilities include financial reporting, taxation for individuals/companies/trusts, estate planning, cross-border matters and client administration, working with