Director – Family Office Finance & Administration

The CSP Group; Clayton (MO); On-site; USD 90,000 - 140,000; Full time

Job summary

The CSP Group seeks a seasoned accounting and financial professional to oversee the financial administration of a diversified portfolio, family entities, and related assets. You will manage day-to-day accounting, tax coordination, cash management, and client-facing administration with discretion and sound judgment.

This role offers exposure to investment-related activities within a private family office environment, with opportunities to expand into investment analysis and portfolio management

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field.
• CPA designation is strongly preferred.
• Experience in tax advisory, family office accounting, or private client services.
• Strong knowledge of taxation for individuals, trusts, and entities.
• Excellent Excel and accounting/reporting software skills.

Responsibilities

• Oversee day-to-day accounting for family entities and investment structures.
• Prepare consolidated financial information and cash flow projections.
• Manage accounts payable/receivable and related administration.
• Coordinate tax compliance with external Big Four firm.
• Prepare financial data and schedules for external tax advisors.
• Review tax returns for individuals, trusts, and entities.
• Coordinate tax filings and related deadlines.
• Serve as primary contact with banks, asset managers, and advisors.
• Support investment reporting, performance monitoring, and analysis.

Skills

Advanced Excel

Analytical thinking

Discretion and confidentiality

Strong communication

Education

Bachelor’s degree in Accounting or Finance

CPA designation strongly preferred

Tools

Document management systems

Accounting software

Job description

A long-established private family office is seeking an experienced accounting and financial professional to support the financial administration of a diversified portfolio of investments, family entities, and other assets. This position will have broad exposure to accounting, tax, cash management, family office administration, and investment-related activities.

The successful candidate will be a highly organized and independent professional who takes ownership of their work, exercises sound judgment, and is comfortable handling confidential financial information. The family office operates alongside a family-owned investment organization and offers an opportunity for someone who wants to develop a long-term career with increasing responsibility.

Over time, the scope of the position may expand beyond core financial and administrative responsibilities into areas of investment analysis and portfolio management.

Key Responsibilities

Accounting, Financial Reporting & Tax

• Oversee day-to-day accounting activities for family entities, investment structures, and related businesses, including general ledger maintenance, account reconciliations, and financial recordkeeping.

• Prepare consolidated financial information, cash flow projections, and other analyses used for tax, estate, liquidity, and investment planning.

• Manage or oversee accounts payable, accounts receivable, reconciliations, and related financial administration for family members, investment entities, and two small operating businesses.

• Coordinate tax compliance and planning activities with an external Big Four accounting firm.

• Prepare and organize financial information, tax basis schedules, projections, and supporting documentation for external tax advisors.

• Review individual, trust, and entity tax returns and assist with identifying and addressing complex tax issues.

• Coordinate tax filings, compliance requirements, and other deadlines while contributing to tax planning and related decision-making.

Family Office & Financial Administration

• Serve as a primary point of contact with banks, investment firms, asset managers, attorneys, tax professionals, and other outside advisors.

• Coordinate financial and administrative matters on behalf of family members and related entities.

• Oversee vendor relationships, payment activity, and other ongoing family office administrative functions.

• Maintain accurate financial records, documentation, and compliance information using established technology and document management systems.

• Handle sensitive financial and personal information with a high degree of discretion and confidentiality.

Investment & Portfolio Support

• Assist with ongoing investment reporting, performance monitoring, and analysis in coordination with internal stakeholders and external investment service providers.

• Review investment statements and related information and help maintain systems used to track portfolio performance and asset information.

• Perform research and financial analysis related to asset allocation, investment opportunities, and investment manager selection.

• Support the evaluation of investment strategies and managers as directed.

Qualifications & Experience

• Bachelor’s degree in Accounting, Finance, or a related discipline; CPA designation strongly preferred.

• At least five years of relevant experience in areas such as tax advisory, family office accounting, private client services, public accounting, or a similar professional environment.

• Strong working knowledge of taxation involving individuals, trusts, partnerships, corporations, and other entities.

• Advanced Excel skills and demonstrated proficiency with accounting, financial reporting, and document management systems.

• Exceptional integrity and discretion when handling confidential financial and family matters.

• Highly organized with strong attention to detail and a demonstrated commitment to producing accurate, complete work.

• Strong analytical and critical‑thinking capabilities with the ability to independently identify issues and develop solutions.

• Excellent written and verbal communication skills.

• Ability to establish credibility and develop effective working relationships with family members, investment professionals, attorneys, accountants, vendors, and other advisors.

• Self‑directed and comfortable working in an environment where sound judgment, initiative, and accountability are highly valued.

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