Family Office CFO

Title: Family Office CFO

Salary: $200,000–$300,000 DOE

Location: Boston, MA (4 days onsite)

Why This Opportunity Stands Out:

• Step into a dedicated CFO role with direct access to family principals and meaningful influence over financial decisions
• Build long-term relationships in a private family office where trust, discretion, and your expertise are valued
• Take ownership of a sophisticated financial landscape spanning family entities, investments, tax planning, and reporting
• Pair hands-on financial leadership with the opportunity to advise on the family’s broader financial priorities
• Partner with an established Controller and outside tax advisors, with autonomy to strengthen processes and guide financial operations
• Make a lasting impact by strengthening financial operations and supporting the family’s long-term financial goals

Family Office CFO Key Responsibilities:

• Lead the family office’s accounting, tax, and financial operations across a complex multi-entity structure
• Oversee tax planning and compliance for UHNW family matters, including trusts, partnerships, and related entities
• Coordinate with external tax advisors to anticipate tax considerations, evaluate planning opportunities, and meet filing requirements
• Deliver accurate monthly, quarterly, and annual financial reporting that supports informed decision-making
• Oversee cash flow, liquidity planning, forecasting, and financial analysis across family entities
• Prepare and present board-level reporting with clear insights into financial performance and priorities
• Provide financial oversight and reporting across family investments and entities
• Serve as a trusted advisor to family principals on financial questions, planning, and strategic decisions
• Partner with the Controller to maintain strong controls, improve processes, and ensure effective day-to-day operations

Family Office CFO Qualifications:

• Prior family office experience supporting UHNW individuals or families required
• Active CPA
• Previous public accounting experience with a strong technical accounting and tax foundation
• Demonstrated knowledge of tax matters relevant to UHNW families, including trusts, partnerships, individual taxation, and multi-entity structures required
• Experience overseeing tax planning, compliance, and relationships with external tax advisors
• Strong background in multi-entity accounting, financial reporting, cash flow management, and forecasting
• Ability to translate complex financial and tax information into clear guidance for family principals
• Sound judgment, discretion, and a relationship-oriented approach to working with confidential family matters
• Comfortable balancing hands-on execution with broader financial leadership
• Investment oversight experience helpful but not required

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