CFO CA

About the role

Our client is an established single-family office based in Orange County, CA. The office provides a wide range of financial, investment, and concierge services at the highest level to its Principal and family.

Responsibilities

• Oversee the daily operations of the financial function for the family office and its related entities.
• Create financial reports for the Principal.
• Provide financial analyses, projections, modeling, and ad hoc reports for project or planning initiatives and investment due diligence.
• Manage financial aspects of real estate assets and private assets.
• Provide accounting and financial reporting assistance to other family members.
• Oversee external tax advisors and file tax returns for a complex collection of multiple entities.
• Manage relationships with external service providers, including real estate counsel and other expert providers.
• Oversee cash management and investment-related external providers.
• Perform various other family office tasks as needed.

Requirements

• 8–10 years of relevant experience in a family office or boutique multi-family office environment.
• Undergraduate degree in business (accounting or finance) required; CPA and/or advanced degree (e.g., MBA) desirable.
• Demonstrated expertise in providing quality financial management, accounting, and tax services for individuals, trusts, foundations, and investment entities.
• Expert-level knowledge of tax and investment partnership accounting.
• Strong software and analytic skills; QuickBooks experience required.
• Proven management and leadership abilities with strong interpersonal skills.

Pay

Competitive base salary plus benefits and bonus.