About The Job

Our client is an established single-family office based in Orange County, LA. The operation of the family office is to provide a wide range of financial, investment, and concierge services at the highest level to its Principal and family.

Responsibilities

The CFO will report to the Principal and will lead the finance, accounting and tax functions whilst also overseeing HR and various additional areas for the family office.

Key Responsibilities Include (plus Various Other Family Office Tasks)

Overseeing the daily operations of the financial function for the family office and its related entities
Creating financial reports for the Principal
Providing financial analyses, projections, modeling, and ad hoc reports for project or planning initiatives and investment due diligence
Financial Management of real estate assets
Managing private assets
Providing accounting/financial reporting assistance to other family members
Overseeing external tax advisors and file tax returns for a complex collection of multiple entities
Managing relationships with external service providers
Overseeing cash management and investment an other external expert providers such as real estate counsel

Qualifications

8- 10 years’ relevant experience in a family office/boutique MFO environment
Undergraduate degree in business (accounting/finance) required; CPA and/or advanced degree desirable (i.e., MBA)
Demonstrated skills in providing quality financial management, accounting and tax services for individuals, trusts, foundations and investments entities
Expert level knowledge of tax and investment partnership accounting
Strong software and analytic skills, QuickBooks experience required
Demonstrated management and leadership and strong interpersonal skills

Salary: Competitive base salary plus benefits and bonus

Relocation assistance will be considered for the right candidate

Happy to consider candidates looking to relocate to Orange County.

briannad@agreusgroup.com

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