Head of Family Office Finance & Operations

Avancer Executive Search; Holland (MI); On-site; USD 180,000 - 260,000; Full time

Job summary

Avancer Executive Search is seeking a Director of Finance and Operations for a Holland, MI based single-family office. The role sits at the intersection of finance, tax, investments, technology, and operations, balancing risk management with high-touch service and staff leadership.

The successful candidate will oversee an Investment Officer and Senior Accountant, coordinate with family members, and drive comprehensive family office services with integrity and long-term partnerships.

Qualifications

• 15+ years of progressive experience in finance, tax and/or legal, ideally in family office/private wealth environments.
• Bachelor’s degree in Accounting, Finance, or related field; graduate degree or certificates a plus.
• CPA license preferred.
• Demonstrated experience managing high-net-worth client relationships.
• Experience coordinating across multidisciplinary advisor teams, including legal, tax, investment, insurance, and banking professionals.
• Strong understanding of investment operations across multiple asset classes and entity structures.
• High level of comfort with financial systems, reporting platforms, and technology integration.
• Understanding of partnership accounting and trust management.
• Exceptional organizational skills with the ability to manage multiple workstreams simultaneously.
• Proven judgment, integrity, and discretion with confidential and sensitive matters.
• Ability to communicate complex financial concepts to non-technical audiences.

Responsibilities

• Serve as strategic leader of tax planning, estate and gift strategies, budgeting, and cash flow management for individuals, trusts and entities.
• Coordinate income tax compliance for individuals, trusts, partnerships, and related entities with internal and external advisors.
• Manage timelines, information flow, and review processes for returns, estimates, extensions, and payments.
• Translate complex tax concepts into clear, actionable implications for internal stakeholders.
• Oversee investment transactions and operations across public and private assets and life insurance.
• Partner with Investment Officer to maintain and enhance investment policies and consolidated reporting.
• Ensure timely, accurate, and decision-useful performance, allocation, liquidity, and cash flow reporting.
• Own the office technology ecosystem across accounting, investment reporting, document management, and AI tools.
• Lead cross-functional operational projects, including process improvements, system implementations, and workflow redesign.
• Leverage technology to proactively optimize family office functions.

Skills

Systems-oriented

Strong communicator

Hands-on leader

Relationship oriented

Proactive communicator

Operational excellence

Strategic thinker

Education

Bachelor’s degree in Accounting or Finance

Graduate degree or certificates a plus

CPA license preferred

Job description

Avancer Executive Search is seeking a Director of Finance and Operations for a Holland, MI based single-family office. The role sits at the intersection of finance, tax, investments, technology, and operations, balancing risk management with high-touch service and staff leadership.

The successful candidate will oversee an Investment Officer and Senior Accountant, coordinate with family members, and drive comprehensive family office services with integrity and long-term partnerships.