Chief Financial Officer - Single Family Office
Confidential
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 accounting, tax coordination, and systems implementation across a diverse portfolio that includes public and private investments, real estate, trusts, and international entities. Responsibilities: Own all accounting and financial reporting for family entities (individuals, trusts, foundations, investment partnerships) Track private investment activity: capital calls, distributions, waterfalls, and fees Review fund documents, subscription agreements, and coordinate with external managers Manage cash flow, bill pay, and investment reconciliations Assist with tax planning and coordinate with external tax advisors Implement and manage a new financial reporting/accounting system Interface with custodians, banks, fund admins, attorneys, and tech vendors Support estate planning, charitable giving, and trust administration Qualifications: 10+ years of accounting experience, ideally in a family office, investment firm, or fund administration environment Strong technical accounting skills; CPA preferred Deep knowledge of investment accounting across private equity, hedge funds, real estate, and public markets Experience reading and interpreting fund docs and subscription agreements Exposure to trust and estate structures; international investment experience is a plus Highly organized, resourceful, and comfortable working in a lean team Strong Excel skills and familiarity with general ledger/portfolio systems #J-18808-Ljbffr
- ...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...Work at office
$67k - $75k
...business management firm serving individuals, families, endowments, and institutions across the... ...consulting, business management, family office, and retirement plan advisory services-... ...meet clients wherever they are in their financial journey. Wealthspire is redefining the...Work at office$120k - $150k
...affordable, structured legal protection for individuals and families facing financial pressure, particularly those dealing with unsecured debt,... ...State Insurance reporting, and pivot tables preferred Casual office environment. If you’re looking for a purely high‑level,...Work at officeCasual work- 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
- ...successfully transition back into their home life, family life, and careers with newfound self-... ...assists with supervision of the business office team Prepares Consolidated Census... ...account balance, payer plan and financial class, level of care, denials, and insurance...Work at officeFull timeContract workLocal areaFlexible hoursShift workDay shift
$76.5k - $95k
...Safety Professional II to support all safety efforts on a single project with <250 workforce and not high hazard work; or... ....Who are we? As a Top-10 ENR Contractor, Gilbane is a family-owned business with 45 offices that has been shaping communities since 1870. Consistently...Work at officeFor contractors$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$85k - $240k
YOUR IMPACT As a Family Office Advisor, you will be instrumental in shaping the financial futures of our firm's most strategic clients. You will lead and cultivate deep... ...and their families. Our clients value having a single point of contact to address their specific...Work at officeFull timeTemporary workPart time- ...with a respected Boca Raton law firm to recruit an experienced Family Law Paralegal for close collaboration with attorneys, clients, and... ..., mediation, hearings, and depositions in a fast-paced environment. Hybrid in-office and remote work is available. #J-18808-Ljbffr LHHWork at officeRemote work
$300k
...a difference in the lives of seniors: Join our Senior Primary Care Office in Deerfield Beach , Florida. Conviva Senior Care Centers, a subsidiary of Humana Inc., is seeking a Family, Internal, or Geriatric Medicine Physician to join our growing team in this...Work at officeRelocation package- Wealthspire Advisors seeks a Family Office Staff Accountant to support the accounting and reporting needs of ultra-high-net-worth clients. This role offers hands-on exposure within a leading wealth management firm. The candidate should have a Bachelor's in Accounting/Economics...Work at office
- ...sunny Boca Raton, FL, with additional offices in Charlotte, NC and Great Neck, NY, we... ...recommendations. You will evaluate borrower financial strength, project feasibility, budget,... ...finance, specifically residential single family/town home communities. You have a demonstrated...Work at officeFull timeRemote workWork from home
- ...Assistant to provide high‑trust administrative support to the CHRO and HR team, with secondary support for the CLO and CFO. This in‑office role emphasizes proactive coordination, organized systems, and confidential handling of sensitive information. The ideal candidate...Work 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
$200k - $230k
Vice President of Single Case Agreement (SCA) - Exact Billing Solutions... ...) Lauderdale Lakes, FL - In Office - No Remote Salary Range: $2... .... Part of the ICBD family office portfolio, Exact Billing... ...entrepreneurial speed with the financial discipline of a self‑funded,...Work at officeFull timeRemote workFlexible hours$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- 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
- ...Gilbane is seeking a Safety Manager to supervise all safety efforts on a single large project with direct reports. Who are we? As a Top-10 ENR Contractor, Gilbane is a family-owned business with 45 offices that has been shaping communities since 1870. Consistently...Work at officeFor contractorsLocal area
- 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
$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- EJI Recruiting seeks an experienced Family Law Paralegal in Boca Raton, FL to support complex... .... You will perform discovery, financial analyses, and collaborate with attorneys and forensic accountants. This is an in-office position with opportunities for growth and...Work at office
- ...We are seeking an accomplished and strategic Chief Financial Officer (CFO) to join our executive leadership team in Boca Raton, Florida. This high-profile role is essential to driving the company's ongoing growth and success, both domestically and internationally. As a...
$52k - $55k
...Construction Services, and the Business Office. Our continuing goal is to provide... ...Identify and resolve inaccuracies with financial statements, invoices, travel... ...including Medical (PPO/HMO $50 per month single & $180 per month family), Dental, Vision, Life Insurance, Flexible...Work at officeFull timeLocal areaMonday to FridayFlexible hours- ...benefits package with options for you and your family including: * Paid Time Off * Paid... ...wellbeing: physical, emotional, and financial. With comprehensive benefits and... ...college coursework in business administration, office management, accounting, human resources,...Work at officeFull timeContract workWorldwideFlexible hoursShift work
- ...As a key member of the executive team, the CFO drives INFUSE’s financial strategy, performance, and scalability. This role blends precision and agility, managing today’s numbers while shaping tomorrow’s growth. This is a fully remote role with occasional in-person meetings...Remote work
$70k - $80k
...business management firm serving individuals, families, endowments, and institutions across the... ...consulting, business management, family office, and retirement plan advisory services -... ...meet clients wherever they are in their financial journey. Wealthspire is redefining the...Work at office$80k - $95k
...role was built for you. Reporting Structure Reports to the General Manager. Works closely with Sales, Marketing, Business Office, and external vendors. Future service support roles will report through Parts and Service leadership. What We Provide Dealership...Work at officeFull timeRelocation package- Sanitas Medical Center is seeking a Board Certified or Board Eligible Family Medicine Physician (MD/DO) who is fluent in English and Spanish to join our Boca Rato n, Florida medical office. This is an excellent opportunity for a physician passionate about providing comprehensive...Work at officeRelocation packageMonday to Friday
$110k - $130k
...: Position: Financial Controller for Private Family Office Job Summary: We are actively seeking a Financial Controller to join our dynamic team based in Boca Raton, specializing in property management, start-ups, and diverse investment portfolios. This pivotal...Work at officeFull timeRelocationMonday to Friday- ...Job Description Dependable Caregivers (HHA/CNA) - Join our Family Job Description: We are seeking reliable, compassionate HHAs... ...Choose shifts that fit your availability Supportive, responsive office team Referral bonuses Opportunity for consistent hours...Work at officeWeekly payFull timePart timeFlexible hoursShift workNight shiftWeekend workAfternoon shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Chief Financial Officer - Single Family Office. Be the first to apply!
- construction cfo Boca Raton, FL
- cfo Boca Raton, FL
- chief financial officer cfo Boca Raton, FL
- cfo real estate Boca Raton, FL
- cfo healthcare Boca Raton, FL
- chief financial officer Boca Raton, FL
- hedge fund cfo Boca Raton, FL
- financial software developer Boca Raton, FL
- financial Boca Raton, FL
- truist financial Boca Raton, FL



