Senior Family Office Finance & Administration Leader

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

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