CFO for Single Family Office — Investments & Finance Lead
Confidential
A leading financial organization in Boca Raton is seeking a Chief Financial Officer to manage day-to-day accounting and investment operations. This hands-on role requires ownership over financial reporting, investment accounting, and tax coordination for a diverse portfolio of investments. Ideal candidates will have over 10 years of accounting experience and deep knowledge of investment accounting. Strong technical skills and CPA certification are preferred. Competitive compensation package offered.#J-18808-Ljbffr
- ...Chief Financial Officer - Single Family Office A prominent Single Family Office is seeking a CFO to take ownership of day-to-day accounting and investment operations. This is a hands‑on, detail‑oriented role with direct responsibility for financial reporting, investment...Work at office
$70k - $160k
...client ratio of 8-12 families per advisor. This ratio... ...provide financial planning, investment management, banking,... ..., as well as family offices, foundations and... ...clients and customers, and leading-edge technology, data,... ...value having a single point of contact to address...Work at officeFull timeTemporary workPart timeApprenticeshipWork experience placement$67k - $75k
...Who We Are: Wealthspire is a leading wealth management, retirement... ...management firm serving individuals, families, endowments, and institutions... ...business management, family office, and retirement plan advisory... ...in Accounting, Economics, or Finance. Master's preferred CPA...Work at office$110k - $120k
...0000 - yearly Company Description Family Office Job Description Overview A confidential, single‑family office affiliated with a sophisticated investment platform is seeking a Family Office... ...join a lean, highly collaborative finance team. This role supports comprehensive...Work at office$190k - $220k
...administrative staff specializing in serving family office and real estate private equity sponsors... ...through structured training programs.Lead and execute other tax-related projects... ...vision insurance – day 1!401(k) savings and investment plan options with 4% matchFlexible PTO...Work at officeLocal areaRemote workFlexible hours$120k - $150k
...protection for individuals and families facing financial pressure,... ...Role We are hiring a hands‑on CFO to take full ownership of the... ...pivot tables preferred Casual office environment. If you’re looking... ...flow management and operational finance Experience with multi‑entity...Work at officeCasual work$300k
...CEIC, CJSS Director Of Finance & Accounting Profile... ..., highly personalized “family” club community that has... .../Chief Operating Officer (GM/COO), the DOFA will... ...the Club and the HOA, lead the finance team, and ensure... ...retirement plan; review investment decisions by investment...Work at officeFull timeContract workPart time- Crowe is seeking a Senior Tax Manager with ultra‑high‑net‑worth experience to guide sophisticated families and family offices on complex tax matters and planning. You will lead multi‑person engagement teams, ensure quality and compliance, and cultivate long‑term client...Work at office
$139.2k - $293.5k
...consulting groups. That's why we continuously invest in innovative ideas, such as AI-... ...'s most affluent individuals and families, their family offices, related entities, and investment and... ...sophisticated clients and their advisors, leading complex engagements, developing high-...Work at officeLocal areaRemote workWorldwide- ...Relationship Manager & Financial Planner Full-time, In-office position As a valued team member of Fiduciary Family Office, the Relationship Manager position serves... ...Diamond/Advent Strong knowledge of all types of investment vehicles and implementing asset allocation...Work at officeFull timeWork experience placement
- ...member of the executive team, the CFO drives INFUSE's financial... ...Boca Raton. What You'll Do Lead all financial operations: forecasting... ...with leadership to evaluate investments, partnerships, and strategic... ...Proven experience in senior finance leadership (ideally in a fast-...Remote work
$120k - $150k
...This is a full-time litigator role in Boca Raton, FL, with the option to work in-office and hybrid/remote. This position will be responsible for a variety of tasks related to family law, including but not limited to: managing and advising clients on legal proceedings,...Work at officeFull timeRemote work$76.5k - $95k
...to support all safety efforts on a single project with <250 workforce and not... ...Top-10 ENR Contractor, Gilbane is a family-owned business with 45 offices that has been shaping communities since... ...profit-sharing/401k plan. We invest in our employees’ education and have...Work at officeFor contractors- Chief Financial Officer has, at a minimum a Bachelor’s Degree in Accounting, Business, Fiscal... ...Board of Directors. Attends all Board, Finance, and Executive Committee meetings.... ...Board of Directors Cash Management and Investments for Centers and Foundation: Monitor cash...Contract workLocal area
- ...member of the executive team, the CFO drives INFUSE’s financial... ...Boca Raton. What You’ll Do Lead all financial operations: forecasting... ...with leadership to evaluate investments, partnerships, and strategic... ...Proven experience in senior finance leadership (ideally in a fast‑...Remote job
- ...PARALEGAL FAMILY LAWITIGATION Busy Family Lawboutique law office in Boca Raton is seeking a paralegal to join them in a perm direct hire capacity starting as soon as possible. Qualified Applicant Previous Family Law experience is a preferred Must have 3+ years previous...Work at officePermanent employmentImmediate start
$85k - $240k
YOUR IMPACT As a Family Office Advisor, you will be instrumental... ...clients. You will lead and cultivate deep,... ...provide financial planning, investment management, banking,... ...value having a single point of contact to address... ...Bachelor’s degree in finance, accounting, or a related...Work at officeFull timeTemporary workPart time- ...immediate, active requisition today, we are actively interviewing and shortlisting top-tier candidates to present directly to Managing Directors, Family Office Principals, and PE Partners as new requisitions open. About the Role We are seeking an exceptional RandstadWork at officeImmediate start
- Wealthspire Advisors seeks a Family Office Staff Accountant to support the accounting and reporting... ...role offers hands-on exposure within a leading wealth management firm. The candidate... ...a Bachelor's in Accounting/Economics/Finance; CPA is preferred, with 0-2 years of related...Work at office
- Wealthspire Advisors seeks a Family Office Staff Accountant to support the Family Office Accounting team in handling the accounting and financial reporting needs of select ultra-high-net-worth clients. The role offers growth in a wealth management environment and exposure...Work at office
- ...have 6-8 years of experience in operations or real estate, strong organizational skills, and proficiency in Microsoft Office. This role requires excellent attention to detail and the ability to manage multiple priorities effectively. #J-18808-Ljbffr Baum Family InvestmentsWork at office
- A private family office in Boca Raton is seeking a Paralegal/Trust Administrator to support various legal and trust administration functions. Successful applicants will have at least 5 years of relevant experience in trust and estate administration, alongside strong organizational...Work at office
- Cozen O'Connor is seeking a Relationship Associate in Boca Raton, FL to support family office clients and the Family Office Services team. You will handle client accounts, payments, reporting, and operational coordination while partnering with Relationship Managers, Trust...Work at office
$200k - $230k
Vice President of Single Case Agreement (SCA) - Exact Billing Solutions... ...) Lauderdale Lakes, FL - In Office - No Remote Salary Range: $20... ...operations. Part of the ICBD family office portfolio, Exact... ...and driving the vision forward. Lead with confidence, strategic foresight...Work at officeFull timeRemote workFlexible hours- Wealthspire is seeking a Family Office Staff Accountant to support our Family Office Accounting team. The role focuses on accounting and financial reporting for a select group of ultra-high-net-worth clients and executives, with training available for growth in wealth management...Work at office
- Wealthspire Advisors is seeking a Family Office Staff Accountant to support the Family Office Accounting team, handling accounting and financial reporting for select ultra-high-net-worth clients, including executives and business owners. This role offers growth opportunities...Work at office
$85k - $240k
Goldman Sachs is seeking a Family Office Advisor in Deerfield Beach, Florida to manage financial planning and provide strategic guidance for ultra-high net worth clients. This role emphasizes strong relationships with a limited portfolio, ensuring exceptional service and...Work at office- EJI Recruiting seeks an experienced Family Law Paralegal in Boca Raton, FL to support complex divorce and paternity matters for domestic... ...with attorneys and forensic accountants. This is an in-office position with opportunities for growth and a competitive base salary...Work at office
$120k - $150k
Johnson Ritchey Family Law, PLLC is looking for a full-time litigator in Boca Raton, FL, offering the flexibility of in-office and hybrid/remote work. The role involves managing and advising clients on family law legal proceedings, drafting legal documents, preparing for...Work at officeRemote jobFull time- ...Organization. In this role, you will lead a team of three analysts to... ...our customers.Track key investments to report out on progress... ...Qualifications:Bachelor’s degree in Finance, Accounting, Business... ...at the sole discretion of JM Family. All work arrangements are subject...Full timeLocal area
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