Family Office CFO

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

Job summary

CFS is seeking a Family Office CFO in Boston, MA to lead accounting, tax, and financial operations for a multi-entity family office. The role offers direct access to family principals and broad influence over strategic financial decisions.

You will coordinate with external tax advisors, manage cash flow and forecasting, and deliver board-level reporting. UHNW experience and an Active CPA are required, with 4+ years in leadership roles in similar environments.

Qualifications

• Prior family office experience supporting UHNW families is required.
• Active CPA certification is required.
• Experience in public accounting with strong tax and accounting foundations is preferred.
• Knowledge of trusts, partnerships, multi-entity structures, and related tax matters is essential.

Responsibilities

• Lead accounting, tax, and financial operations across a complex multi-entity family office.
• Oversee tax planning, compliance, and external tax advisor relationships for UHNW matters.
• Coordinate with tax advisors on opportunities and filing requirements.
• Deliver timely monthly, quarterly, and annual financial reporting for informed decision-making.

Skills

Family office experience

Discretion and fiduciary judgment

Strategic financial leadership

Stakeholder communication

Education

Active CPA

Job description

Title: Family Office CFO

Salary: $200,000-$300,000 DOE

Location: Boston, MA (4 days onsite)

Why This Opportunity Stands Out

• Step into a dedicated CFO role with direct access to family principals and meaningful influence over financial decisions
• Build long-term relationships in a private family office where trust, discretion, and your expertise are valued
• Take ownership of a sophisticated financial landscape spanning family entities, investments, tax planning, and reporting
• Pair hands-on financial leadership with the opportunity to advise on the family's broader financial priorities
• Partner with an established Controller and outside tax advisors, with autonomy to strengthen processes and guide financial operations
• Make a lasting impact by strengthening financial operations and supporting the family's long-term financial goals

Family Office CFO Key Responsibilities

• Lead the family office's accounting, tax, and financial operations across a complex multi-entity structure
• Oversee tax planning and compliance for UHNW family matters, including trusts, partnerships, and related entities
• Coordinate with external tax advisors to anticipate tax considerations, evaluate planning opportunities, and meet filing requirements
• Deliver accurate monthly, quarterly, and annual financial reporting that supports informed decision-making
• Oversee cash flow, liquidity planning, forecasting, and financial analysis across family entities
• Prepare and present board-level reporting with clear insights into financial performance and priorities
• Provide financial oversight and reporting across family investments and entities
• Serve as a trusted advisor to family principals on financial questions, planning, and strategic decisions
• Partner with the Controller to maintain strong controls, improve processes, and ensure effective day-to-day operations

Family Office CFO Qualifications

• Prior family office experience supporting UHNW individuals or families required
• Active CPA
• Previous public accounting experience with a strong technical accounting and tax foundation
• Demonstrated knowledge of tax matters relevant to UHNW families, including trusts, partnerships, individual taxation, and multi-entity structures required
• Experience overseeing tax planning, compliance, and relationships with external tax advisors
• Strong background in multi-entity accounting, financial reporting, cash flow management, and forecasting
• Ability to translate complex financial and tax information into clear guidance for family principals
• Sound judgment, discretion, and a relationship-oriented approach to working with confidential family matters
• Comfortable balancing hands-on execution with broader financial leadership
• Investment oversight experience helpful but not required

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