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 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...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$110k - $120k
...20000 - 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$67k - $75k
Wealthspire is a leading wealth management, retirement advisory, and... ...firm serving individuals, families, endowments, and institutions... ...business management, family office, and retirement plan advisory... ...in Accounting, Economics, or Finance. Master's preferred CPA designation...Work at office- ...DIRECTOR OF FINANCE & ACCOUNTING OPPORTUNITY AT BOCAIRE... ..., highly personalized “family” club community that... ...Manager/Chief Operating Officer (GM/COO), the DOFA will... ...the Club and the HOA, lead the finance team, and ensure... ...plan; review investment decisions by investment...Work at officeContract work
$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- 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
$106k - $145k
...Advisors has been helping families amplify and simplify... ...financial planning, investment management, business management... ..., all managed by a single team. We deliver the... ...responsible for leading client relationships,... ...Specialists in the local office or region, as assigned...Work at officeTemporary workLocal areaHome officeMonday to FridayFlexible hours- ...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
- ...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
- ...client is conducting a search for a VP of Finance to join their team. The VP of Finance... ...alignment and informed decision-making. Lead the formulation of the annual Business Plan... ...support the customer quoting process and investment decisions. Collaborate with Sales &...Relocation package
$84.5k - $201k
...consulting groups. That’s why we continuously invest in innovative ideas, such as AI-enabled... ...services to America's most affluent families, their entities, and investment and estate... ...years in public accounting, law, or a family office environment. Technical Proficiency:...Work at officeLocal areaWorldwide$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- 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
$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$100k - $400k
...sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as... ...plan.Boca Raton, FL, USOn-SiteBanking & Financial Services (includes Investment Banking), Finance Vaco$ 100000.00 - 400000.00 yearly direct hireWork at officeContract workLocal area- ...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
- ...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
$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- 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
- ...do their best. By joining our family, you'll receive the honor and... .... The Pricing Manager leads the work with various departments... ...oversight of the Director of Finance Primary Duties and Responsibilities... ...expenditures, and return-on-investment and profit projections....Contract workLocal areaWorldwide
- ...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
- 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
- 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
$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 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
- ...compassionate HHAs or CNAs to join our team at Care Connect at Home, a family-owned home care agency serving seniors and adults who need extra... ...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
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