Manager:Private Clients

CA Financial Appointments

  • Cape Town, Western Cape
  • Permanent
  • Full-time
  • 17 days ago
  • Apply easily
A leading professional services firm is seeking a skilled and client-focused Manager - Private Clients to oversee a diverse portfolio of private and family wealth structures. This role is ideal for a qualified professional who thrives on relationship management, strategic thinking, and delivering high-impact accounting and tax solutions.About the company:
This well-established firm supports private clients throughout their wealth creation journey - from structuring and compliance to long-term legacy planning. With a strong reputation for technical excellence and a client-centric approach, they offer a collaborative and high-performance environment.Role overview:
The successful candidate will act as the primary relationship manager for a portfolio of individuals, trusts, and corporate entities. They will lead client engagements, oversee financial reviews, and coordinate tax compliance - all while mentoring a capable internal team.Key responsibilities include:
  • Managing a portfolio of private clients as the main point of contact
  • Leading and reviewing accounting and tax engagements
  • Presenting financial statements and insights to clients
  • Overseeing tax compliance across various entity types
  • Coordinating with internal departments to deliver integrated client service
  • Liaising with SARS and supporting the implementation of tax structures
  • Onboarding new clients and managing ongoing relationships
Candidate requirements:
  • BCompt / BAcc Honours with PA(SA) or AGA(SA) designation
  • 3-5 years' post-articles experience in a similar environment
  • In-depth knowledge of tax legislation, trust structures, and accounting frameworks (including IFRS for SMEs)
  • Proficiency in Caseware, GreatSoft, and Xero
  • Strong client relationship skills and an ability to thrive under pressure
  • Excellent organisational and communication abilities
What's on offer:
  • A permanent leadership position within a trusted advisory firm
  • Exposure to complex, high-value client work
  • A collaborative, technically strong team environment
  • A chance to shape long-term client outcomes and contribute strategically
If no response is received within two weeks of application, please consider the application unsuccessful. However, candidates are encouraged to stay connected for future opportunities.

LogicMelon