Chief Financial Officer – Private Family Office

Title: Chief Financial Officer – Private Family Office
Salary: $200,000–$300,000 DOE
Location: Jamaica Plain, MA (4 days onsite)

Why This Opportunity Stands Out:

• Join a sophisticated private family office in a key financial leadership capacity

• Serve as a close advisor to family ownership on accounting, tax, and financial matters

• Take ownership of a diverse portfolio of entities, investments, and financial interests

• Highly visible position offering direct access to family principals and significant decision-making autonomy

• Unique blend of technical accounting, complex tax matters, financial planning, and investment oversight

• Partner with an experienced Controller and external accounting and tax professionals

Chief Financial Officer – Private Family Office Key Responsibilities:

• Direct the overall finance and accounting function for the family office and related entities

• Lead tax planning and strategy across complex individual and entity structures

• Coordinate with outside CPA firms and tax advisors on compliance, filings, and planning initiatives

• Oversee financial reporting, cash flow, forecasting, and liquidity management

• Provide financial oversight across investments, holdings, and affiliated entities

• Serve as a trusted financial advisor to family principals on recurring and strategic matters

Chief Financial Officer – Private Family Office Qualifications:

• Prior family office experience required

• Active CPA designation required

• Strong public accounting foundation

• High-level tax expertise across complex individual and multi-entity structures

• Advanced technical accounting and financial reporting experience

• Polished, discreet executive presence with the ability to work directly with family principals

#LI-JS33
#INOCT
2026