CFO-Family Office

Chief Financial Officer (CFO)

Location: South Boston, MA | 4 Days In-Office
Salary: Up to $300,000

Creative Financial Staffing (CFS) is partnering with a sophisticated family office to identify an experienced Chief Financial Officer (CFO) . This is a highly visible, hands-on leadership role requiring a unique combination of deep tax expertise and direct family office experience .

The ideal candidate will be an accomplished financial executive who remains highly engaged in the details, particularly around complex tax matters. This individual will serve as a trusted financial partner to the family while overseeing accounting, tax, reporting, cash management, and the broader financial infrastructure of the family office.

Why This Opportunity?

• Compensation up to $300K
• Direct partnership with family principals and key advisors
• Broad ownership of the financial and tax functions
• Opportunity to manage complex entities, investments, and financial structures
• High level of autonomy, influence, and visibility
• Long-term opportunity within an established family office
• 4 days in-office in South Boston

CFO Responsibilities

• Serve as the senior financial leader and trusted advisor to family principals
• Take a hands-on role in complex tax planning, compliance, and strategy across individuals, trusts, partnerships, LLCs, and other entities
• Review tax returns, estimates, K-1s, and supporting schedules while proactively identifying tax planning opportunities
• Coordinate closely with outside tax, legal, investment, and estate planning advisors
• Oversee all accounting activities, including general ledger, close, reconciliations, and consolidated financial reporting
• Manage cash flow, liquidity, investments, and capital requirements across multiple entities
• Provide reporting and analysis related to investments, assets, expenses, and overall financial position
• Maintain strong controls and ensure accuracy, confidentiality, and integrity across all financial activities
• Support estate, trust, gifting, and wealth preservation strategies in partnership with outside advisors
• Continuously improve financial processes, reporting, technology, and infrastructure within the family office

CFO Qualifications

• Significant hands-on tax experience is required
• Prior family office experience is required
• Strong technical accounting foundation with experience overseeing complex financial structures
• Extensive understanding of individual, partnership, trust, and entity-level taxation
• Experience working with high-net-worth or ultra-high-net-worth individuals and complex ownership structures strongly preferred
• CPA strongly preferred
• Proven ability to work effectively with external tax, legal, investment, and estate planning professionals
• Ability to operate both strategically and hands-on , with a willingness to personally dig into complex tax and accounting matters
• Exceptional judgment, discretion, and ability to handle highly confidential financial information
• Strong communication skills with the ability to serve as a trusted partner to family principals

This CFO opportunity is particularly well suited for someone who has spent their career at the intersection of tax, accounting, and family office financial management . The successful candidate will bring the technical depth to personally handle complex tax matters while having the executive presence and judgment required to lead the broader financial function.

For a tax-focused family office professional ready to step into a significant CFO position with substantial responsibility and direct access to decision-makers, this is a compelling opportunity.

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