Director of Accounting & Finance - Family Office

Director of Accounting & Finance – Family Office

Salary: $200,000 – $300,000

Location: Dorchester, MA | 4 Days Onsite

Why This Opportunity Stands Out:

• Opportunity to take on a senior financial leadership role within an established, privately held family office
• Work directly with family principals and key stakeholders on financial strategy, tax planning, investments, and overall financial operations
• Oversee a diverse portfolio of entities, investments, and philanthropic activities
• Broad exposure to both public and private foundations, trusts, and complex financial structures
• High-impact position offering significant autonomy, visibility, and long-term stability
• Competitive compensation package of $200K–$300K, depending on experience

Director of Accounting & Finance – Family Office Key Responsibilities:

• Oversee all financial and accounting operations across multiple family-owned entities, trusts, investments, and foundations
• Lead tax planning, compliance, and coordination of complex individual, partnership, trust, and foundation tax matters
• Manage financial reporting, budgeting, forecasting, cash flow, and long-term financial planning
• Oversee accounting operations and provide leadership to the existing finance and accounting team
• Partner with external tax advisors, attorneys, investment managers, and other professional service providers
• Manage financial reporting and compliance requirements for public and private foundations
• Support investment activities, capital allocation, and strategic financial decisions
• Prepare and present financial information to family principals, boards, and other key stakeholders
• Identify opportunities to improve financial processes, internal controls, and reporting

Director of Accounting & Finance – Family Office Qualifications:

• Active CPA designation required
• Current or recent family office experience strongly preferred
• Public accounting background with significant tax experience required
• Strong knowledge of complex individual, partnership, trust, and multi-entity tax structures
• Experience working with public and/or private foundations, including financial reporting and compliance
• Proven experience overseeing accounting, financial reporting, budgeting, and cash flow management
• Experience managing multiple legal entities and complex ownership structures
• Strong technical accounting skills with the ability to remain hands-on when needed
• Excellent communication skills and the ability to work directly with high-net-worth individuals and family principals
• High level of discretion, professionalism, and confidentiality
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