Family Office Chief Financial Officer (CFO)
Confidential
Family Office Chief Financial Officer (CFO)
About the Company
Private family office managing complex financial, tax, and investment matters for UHNW families
Industry
Financial Services
Type
Privately Held
About the Role
The Company is seeking a Family Office Chief Financial Officer to lead accounting, tax, and financial operations across a complex, multi-entity structure. Responsibilities include overseeing tax planning and compliance for trusts, partnerships, and related entities; coordinating with external tax advisors; and delivering regular financial reporting to support decision-making. The CFO will manage cash flow, liquidity planning, forecasting, and financial analysis, while providing oversight of family investments and entities. The role also involves advising family principals on financial and strategic matters and partnering with the Controller to strengthen controls and improve processes. Candidates must have prior experience supporting high-net-worth individuals or families in a family office setting and hold an active CPA license. Public accounting experience and a strong technical foundation in accounting and tax are required, including knowledge of trusts, partnerships, individual taxation, and multi-entity structures. Applicants should bring experience in tax planning and compliance, financial reporting, cash flow management, and forecasting. Strong judgment, discretion, clear communication, and the ability to balance hands-on execution with strategic financial leadership are essential.
Functions
- Finance
Vacancy posted 1 day ago
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