CFO

About the Role

A well-established single-family office is seeking a senior, tax-focused Chief Financial Officer to lead all tax strategy, structuring, and financial oversight activities. This individual will serve as a trusted advisor to the principal, managing a complex personal balance sheet that spans private investments, real estate, trusts, and multi-jurisdictional structures. This is a highly strategic role with a strong emphasis on tax leadership rather than general finance. The CFO will oversee a small internal team and coordinate closely with external advisors and affiliated investment platform teams.

Responsibilities

• Lead all U.S. and international tax strategy, planning, and compliance across individuals, trusts, and entities
• Design and implement tax-efficient structures for investments, trusts, and cross-border holdings
• Oversee gift, estate, and GST tax planning, including wealth transfer strategies
• Maintain oversight of consolidated cash flow, balance sheet, and investment reporting across jurisdictions and asset classes
• Partner with internal and external advisors (tax, legal, audit) to ensure alignment on structuring and compliance matters
• Lead and supervise a small internal team while overseeing operational, real estate, and specialized asset reporting

Requirements

• 15+ years of experience in tax-focused finance roles
• Prior family office experience preferred, ideally in a senior leadership capacity
• Background in Big 4 private client or international tax, private banking, wealth management, or legal tax advisory also considered
• Demonstrated experience managing small teams and external advisors