Vice President of Finance, Family Office
Hiring Company

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About the Role
Greater Boston, MA Area (Hybrid)
The Company is seeking a VP of Finance for its Family Office. The successful candidate will be responsible for overseeing all financial and accounting operations across a diverse portfolio of family-owned entities, trusts, investments, and foundations. This senior financial leadership role involves direct work with family principals and key stakeholders on financial strategy, tax planning, and overall financial operations. The VP of Finance will also lead a team in managing financial reporting, budgeting, forecasting, and long-term financial planning, as well as overseeing tax planning, compliance, and coordination of complex tax matters. Applicants for the VP of Finance position at the family office should have an active CPA designation, with a strong preference for those with current or recent family office experience. A background in public accounting with significant tax experience is required, along with a strong knowledge of complex tax structures. The role demands proven experience in financial management, including overseeing accounting, financial reporting, budgeting, and cash flow management. The ideal candidate will have experience working with public and/or private foundations, be adept at managing multiple legal entities, and possess strong technical accounting skills. Excellent communication, the ability to work with high-net-worth individuals, and a high level of discretion and professionalism are also essential.
Functions:
- Finance
Compensation
USD $200,000-$300,000 (salary) per year
About the Company
Established, privately held family office managing complex investments, trusts, and philanthropic activities
Industry
Financial Services
Type
Privately Held
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