Director of Accounting & Finance – Family Office
CFS · Boston, MA · 1 wk ago
Accounting$200k–$300k/yrFull-time
Salary: $200,000 – $300,000 Location: Dorchester, MA | 4 Days Onsite Why This Opportunity Stands Out Opportunity to take on a senior financial leadership role within an established, privately held family office Work directly with family principals and key stakeholders on financial strategy, tax planning, investments, and overall financial operations Oversee a diverse portfolio of entities, investments, and philanthropic activities Broad exposure to both public and private foundations, trusts, and complex financial structures High-impact position offering significant autonomy, visibility, and long-term stability Competitive compensation package of $200K–$300K, depending on experience Director Of Accounting & Finance – Family Office Key Responsibilities Oversee all financial and accounting operations across multiple family-owned entities, trusts, investments, and foundations Lead tax planning, compliance, and coordination of complex individual, partnership, trust, and foundation tax matters Manage financial reporting, budgeting, forecasting, cash flow, and long-term financial planning Oversee accounting operations and provide leadership to the existing finance and accounting team Partner with external tax advisors, attorneys, investment managers, and other professional service providers Manage financial reporting and compliance requirements for public and private foundations Support investment activities, capital allocation, and strategic financial decisions Prepare and present financial information to family principals, boards, and other key stakeholders Identify opportunities to improve financial processes, internal controls, and reporting Director Of Accounting & Finance – Family Office Qualifications Active CPA designation required Current or recent family office experience strongly preferred Public accounting background with significant tax experience required Strong knowledge of complex individual, partnership, trust, and multi-entity tax structures Experience working with public and/or private foundations, including financial reporting and compliance Proven experience overseeing accounting, financial reporting, budgeting, and cash flow management Experience managing multiple legal entities and complex ownership structures Strong technical accounting skills with the ability to remain hands-on when needed Excellent communication skills and the ability to work directly with high-net-worth individuals and family principals High level of discretion, professionalism, and confidentiality #INOCT2026