Family Office CFO

Creative Financial Staffing, LLC; Boston (MA); On-site; USD 200,000 - 300,000; Full time

Job summary

Creative Financial Staffing, LLC is seeking a Family Office CFO in Boston, MA. This role leads accounting, tax, and financial operations across multiple entities, with direct engagement with family principals and external advisors.

The position emphasizes sophisticated family tax planning, reporting to boards, and strong internal controls. Ideal candidates have prior family office experience, a CPA, and a proven track record in multi-entity structures, with executive presence and discretion for

Qualifications

• Prior family office experience required.
• CPA required and strong public accounting foundation.
• High-level tax expertise with experience supporting complex family matters.
• Deep understanding of tax planning and coordination with external tax advisors.
• Experience managing complex multi-entity structures.
• Elite technical accounting and tax foundation.
• Strong financial and board-level reporting experience.
• Polished, discreet executive presence with family principals.

Responsibilities

• Lead accounting, tax, and financial operations of the family office.
• Oversee complex family tax matters, planning, compliance, and coordination with external advisors.
• Manage accounting and financial reporting across multiple entities.
• Own month-end, quarterly, and annual financial reporting.
• Oversee cash flow management, forecasting, and financial analysis.
• Prepare and present board-level financial reporting.
• Provide financial oversight across family investments and entities.
• Partner directly with family principals as a trusted financial resource.

Skills

CPA

Family office experience

Tax planning

Multi-entity structures

Board reporting

Executive presence

Discretion

Investment experience

Education

CPA certification

Job description

Title: Family Office CFO

Salary: $200,000–$300,000 DOE

Location: Boston, MA (4 days onsite)

Why This Opportunity Stands Out:

• Fully dedicated CFO role within a private family office
• Direct partnership with family principals in a highly trusted, relationship-driven environment
• Heavy emphasis on sophisticated family office tax, accounting, and financial oversight
• Significant autonomy and opportunity to serve as a trusted financial resource to the family
• Broad ownership across complex multi-entity accounting, tax planning, financial reporting, and cash flow management
• Work closely with an established Controller and outside tax advisors
• Natural flexibility during portions of the year when family principals are working remotely

Family Office CFO Key Responsibilities:

• Lead the accounting, tax, and financial operations of the family office
• Oversee complex family tax matters, tax planning, compliance, and coordination with external tax advisors
• Manage accounting and financial reporting across multiple entities
• Own month-end, quarterly, and annual financial reporting
• Oversee cash flow management, forecasting, and financial analysis
• Prepare and present board-level financial reporting
• Provide financial oversight across family investments and entities
• Partner directly with family principals as a trusted financial and strategic resource
• Work closely with the Controller to ensure accurate reporting, strong controls, and effective financial operations

Family Office CFO Qualifications:

• Prior family office experience required
• CPA required
• Strong public accounting foundation
• High-level tax expertise with experience supporting complex family tax matters
• Deep understanding of tax planning, compliance, and coordination with external tax advisors
• Experience managing complex multi-entity structures
• Elite technical accounting and tax foundation
• Strong financial and board-level reporting experience
• Polished, discreet executive presence with the ability to work directly with family principals
• Investment experience helpful but not required