CFO - Private Family Office & Wealth Management

Bellsearchfirm; Denver (CO); On-site; USD 400,000 - 475,000; Full time

Job summary

Bell & Associates, Inc. seeks an experienced Chief Financial Officer to lead accounting, tax, treasury, and financial reporting for a single-family office with extensive assets under management.

The role emphasizes building a technology-forward finance function across trusts, partnerships, foundations, and investment vehicles. The ideal candidate will combine strong accounting depth with hands-on leadership, discretion, and the ability to implement structured, repeatable processes in a

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field; CPA preferred.
• 10+ years in accounting/finance with leadership of teams.
• Experience with trusts, partnerships, and investment entities.
• Strong discretion and executive communication.
• Experience in single-family office or private wealth a plus.

Responsibilities

• Lead accounting, tax, treasury, and financial reporting functions.
• Oversee month-end close, budgeting, and controls.
• Coordinate with external advisors and auditors.
• Manage private investment accounting and K-1s.
• Drive process improvements and technology adoption.

Skills

Accounting leadership

Team management

Financial reporting

Tax planning

Internal controls

Private wealth experience

Education

Bachelor's degree in Accounting/Finance

CPA

Tools

Excel

ERP systems

Financial modeling

Job description

Bell & Associates, Inc. seeks an experienced Chief Financial Officer to lead accounting, tax, treasury, and financial reporting for a single-family office with extensive assets under management.

The role emphasizes building a technology-forward finance function across trusts, partnerships, foundations, and investment vehicles. The ideal candidate will combine strong accounting depth with hands-on leadership, discretion, and the ability to implement structured, repeatable processes in a