# CA(SA) - Family Office Chartered Accountant

> ARVO · Cape Town, South Africa · Full-time · Posted 2026-06-09

**Salary:** unknown currency 900,000–960,000

**Workplace:** on_site

## Description

### **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.

## Apply

[Apply at ARVO](https://apply.workable.com/arvo/j/F110229874/apply)

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