Financial Manager

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 and discreet family office environment
• Gain exposure to complex investment structures, trusts, and private wealth management
• Influence strategic financial decisions and long-term wealth preservation
• Engage with experienced advisors across investment, tax, and legal disciplines
• Operate in a role that seamlessly blends technical expertise with commercial insight

What you will be doing

• Oversee the 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
• Analyze new investment opportunities and contribute to strategic decision-making
• Liaise closely with wealth managers, stockbrokers, and investment advisors
• Oversee tax compliance for individuals, trusts, and companies
• Ensure strict compliance with regulatory bodies, including SARS and CIPC
• Manage external audits and statutory submissions
• Assist with trust administration and estate planning initiatives
• Maintain robust governance records and legal documentation
• Build and maintain relationships with external stakeholders, including bankers, attorneys, and auditors
• Uphold the highest standards of confidentiality in all matters

What we are looking for

• Qualified CA(SA)
• Minimum of 5 years post-articles experience
• Proven experience in wealth management, family office, fiduciary, or private client environments
• Strong understanding of trusts, taxation, and multi-entity structures
• Advanced Excel and financial modeling capabilities
• Impeccable levels of integrity, professionalism, and discretion

Advantageous

• Exposure to offshore structures and foreign investments
• Sound knowledge of estate planning principles
• Experience managing property portfolios or alternative investments

Benefits and unique aspects

• A high-impact role offering direct exposure to strategic decision-making
• A broad scope encompassing investments, tax, and comprehensive financial management
• A collaborative work environment alongside seasoned professionals
• The opportunity to work with complex and diversified asset portfolios

Please note that if you have not heard back from us within two weeks of submitting your application, unfortunately your application has not been successful this time.