Chief Financial Officer (CFO), Family Office
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Chief Financial Officer (CFO), Family Office
About the Role
Greater South Boston, MA Area (Hybrid)
The Company is seeking a Chief Financial Officer (CFO) for a family office. This senior leadership role demands a professional with a unique blend of deep tax expertise and direct family office experience. The CFO will be a hands-on, highly visible financial executive, serving as a trusted partner to the family and overseeing all financial activities, including accounting, tax, reporting, and cash management. Responsibilities also include complex tax planning, compliance, and strategy, as well as coordinating with outside advisors. The ideal candidate will have a strong technical accounting foundation, extensive knowledge of various tax structures, and a proven ability to work with high-net-worth individuals. Applicants for the CFO position at the family office should have significant hands-on tax experience, prior family office experience, and a CPA is strongly preferred. The role requires the ability to operate both strategically and in a hands-on manner, with a focus on continuous improvement of financial processes and infrastructure. The successful candidate will be expected to maintain strong financial controls, ensure the accuracy and integrity of all financial activities, and support the family's estate, trust, gifting, and wealth preservation strategies. Strong communication skills, exceptional judgment, and the ability to handle highly confidential financial information are essential. This is a compelling opportunity for a tax-focused professional ready to take on a significant CFO position with substantial responsibility and direct access to decision-makers.
Functions:
- Finance
Compensation
USD $250,000-$300,000 (salary) per year
About the Company
A sophisticated family office offering broad ownership of complex financial and tax functions
Industry
Financial Services
Type
Privately Held
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