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, 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

Please note if you haven’t heard back from us within two weeks of submitting your application, unfortunately your application has not been successful this time. We’d still love to stay connected, follow us online and keep an eye out for future opportunities that match your profile.