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
$120k - $150k
...Overview This is a full-time litigator role in Boca Raton, FL, with the option to work in-office and hybrid/remote. Responsibilities Managing and advising clients on legal proceedings in family law Drafting legal documents Preparing for and conducting depositions Representing...Work at officeFull timeRemote work- ...Job Description Recruiting for a Family Law Paralegal to join a prestigious and well-established law firm in Boca Raton, FL. This is an in-office position! Duties and Responsibilities Scheduling and Organization Coordinate court events, meetings, and appointments with...Work at officeImmediate start
$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- A high-growth family office is seeking a motivated Paraplanner to support their operations in Boca Raton. This role offers a pathway for career advancement, ideally for candidates pursuing CFP certification. Responsibilities include creating client presentations, executing...Work at office
- Legal in Boca Raton, FL, is seeking a Family Law Paralegal to join their prestigious firm. This in-office position requires a professional with 3+ years of experience in family law, specializing in document preparation and client relations. The candidate should have strong...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
- ...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
- NACBA is seeking a skilled Family Law Paralegal in Boca Raton, Florida. The role involves drafting legal documents, managing caseloads,... ...years of experience in Florida family law, proficiency in Microsoft Office, and strong communication skills. This full-time position offers...Work at officeFull time
$70k - $160k
YOUR IMPACT As a Financial Planner, you will be instrumental in helping... ...a client ratio of 8-12 families per advisor. This ratio, allows... ...individuals, as well as family offices, foundations and endowments,... .... Our clients value having a single point of contact to address their...Work at officeFull timeTemporary workPart timeApprenticeshipWork experience placement$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- Oxford Financial GRP is seeking a Senior Wealth Planner in Boca Raton, Florida. As a key member of the Family Office Services Team, you will manage existing client relationships and provide wealth planning deliverables. The ideal candidate has at least 7 years of experience...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- EJI Recruiting is recruiting an experienced Family Law Legal Assistant/Paralegal for a board-... ...focuses on handling complex discovery, financial discovery, and supporting high-net-worth divorces and paternity cases. The in-office position offers a competitive base salary,...Work at officeImmediate start
$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- 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
- Toplawjobs is currently looking for a Paralegal specialized in Family Law to join a busy boutique law office in Boca Raton. This is a permanent direct hire position starting as soon as possible. The ideal candidate will have over 3 years of litigation experience, able to...Work at officePermanent employmentImmediate start
- ...Rehabilitation Center is seeking a Business Office Manager responsible for facility billing... ...to answer questions from resident or family members on patient accounts •... ...meetings • Attend UR meetings • Maintain financial folders for all residents including signed...Work at officeLocal areaWeekend workDay shift
- ...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- ...Chief Financial Officer qualifications: Minimum Bachelor's Degree in Accounting, Business, Fiscal Management or related field. 5 years of experience in accounting, analysis, business management, and supervision. Strong leadership, team‑building, multitasking, and ability...Contract workLocal area
- ...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
- ...We care for multiple generations of families , allowing us to build long-term relationships... ...long-term stability (3+ years) in a single practice Someone who appreciates continuity... ...of 5 years of experience in a medical office setting Strong EMR proficiency (Athenahealth...Work at officeFull timeTemporary workPart timeMonday to Friday
- ...well run. Boca Raton is a wonderful location and minutes from Fort Lauderdale. Come apply to a great opportunity that is looking for APP candidates who have a hard work ethic and a great bedside manner. This is office based so you can enjoy your time off. by Jobble...Work at officeMonday to Friday
$15 per hour
...reception area and provide administrative support for the Business Office, Marketing, and the Executive Director. The Concierge will... ...inspired to grow. We truly look forward to you being part of the Artis family! We are proud to be a Great Place to Work Certified company....Work at officeFull timeImmediate start- Family Law Paralegal Full-Time | On-Site | Boca Raton, Florida | Palm Beach County About... ...Responsibilities Draft pleadings, motions, financial affidavits, settlement agreements, and... ...‑Filing Portal Proficiency in Microsoft Office Suite (Word, Excel, Outlook) Experience...Work at officeFull time
- ...services contracts. This role will sit primarily in the office. As a Top-10 ENR Contractor, Gilbane is a family‑owned business with 45 offices that has been... ...and/or Business Unit Manage the operational and financial aspects of sales for the designated business unit...Work at officeContract workFor contractors
- ...Care Opportunity near Palm Beach & Boca Raton, FL Delray Beach Family Practice and Internal Medicine opportunity! Join a practice... ...years ago! Extremely busy 5 person group Very well marketed Office is 4500 square feet with own in house lab Employed position...Work at officeFreelance
- ...Certified public accounting firm with an office in Boca Raton, Florida. Established in 19... ...corporations Review tax adjustments to financial statements to prepare returns To... ...Off (Vacation, Sick & Public Holidays) Family Leave (Maternity, Paternity) Training...Work at office
- Join to apply for the Project Engineer- Construction Multi Family role at Integra Investments Direct message the job poster from Integra... ...punch list creation, follow-up, verification, and closeout. Office Responsibilities Maintain daily and weekly project logs, including...Work at officeFull timeTemporary workFor subcontractorInternshipImmediate startShift work
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