Chief Financial Officer – Private Family Office

CFS • Full-time • Boston, MA, US • $200k - $300k / year • 2h ago

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

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