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
  
  #INOCT2026
  #LI-MP1
  
  

  
  
•