Chief Financial Officer – Private Family Office

CFS; Boston (MA); On-site; USD 200,000 - 300,000; Full time

Job summary

CFS, a private family office in Jamaica Plain, MA, seeks a Chief Financial Officer to lead the finance and accounting functions, oversee tax strategy, and manage liquidity for a diverse portfolio of entities. This executive role requires active CPA status, strong public accounting background, and a discreet, leadership presence to work closely with family principals.

Salary $200,000–$300,000 DOE; position is four days onsite in Jamaica Plain with direct exposure to principals and strategic

Qualifications

• Active CPA designation required.
• High-level tax expertise across complex structures.
• Polished executive presence for interaction with family principals.

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

Skills

Public accounting

Tax expertise

Executive presence

Family office experience

Job description

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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