Family Office CFO

Title: Family Office CFO

Salary: $200,000–$300,000 DOE

Location: Boston, MA (4 days onsite)

• Fully dedicated CFO role within a private family office
• Direct partnership with family principals in a highly trusted, relationship-driven environment
• Heavy emphasis on sophisticated family office tax, accounting, and financial oversight
• Significant autonomy and opportunity to serve as a trusted financial resource to the family
• Broad ownership across complex multi-entity accounting, tax planning, financial reporting, and cash flow management
• Work closely with an established Controller and outside tax advisors
• Natural flexibility during portions of the year when family principals are working remotely

• Lead the accounting, tax, and financial operations of the family office
• Oversee complex family tax matters, tax planning, compliance, and coordination with external tax advisors
• Manage accounting and financial reporting across multiple entities
• Own month-end, quarterly, and annual financial reporting
• Oversee cash flow management, forecasting, and financial analysis
• Prepare and present board-level financial reporting
• Provide financial oversight across family investments and entities
• Partner directly with family principals as a trusted financial and strategic resource
• Work closely with the Controller to ensure accurate reporting, strong controls, and effective financial operations

• Prior family office experience required
• CPA required
• Strong public accounting foundation
• High-level tax expertise with experience supporting complex family tax matters
• Deep understanding of tax planning, compliance, and coordination with external tax advisors
• Experience managing complex multi-entity structures
• Elite technical accounting and tax foundation
• Strong financial and board-level reporting experience
• Polished, discreet executive presence with the ability to work directly with family principals
• Investment experience helpful but not required