VP of Finance/CFO

About the role

Start-up, entrepreneurial $1B family office seeking an experienced Chief Financial Officer to lead all financial, tax, estate-planning, and reporting functions across a complex portfolio of family entities, trusts, partnerships, and investment vehicles. This role serves as the primary financial steward and strategic advisor to family principals, overseeing the coordination of accounting, tax compliance, systems infrastructure, wealth transfer planning, trust administration and advisor relationships.

Responsibilities

• Lead the financial operations of the multi-family office and its affiliated entities.
• Oversee accounting, financial reporting, cash management, budgeting and liquidity planning across multiple legal structures.
• Monitor financial performance and maintain accurate reporting for family principals and stakeholders.
• Establish and maintain best-in-class financial controls, governance practices, and reporting standards.
• Direct all income tax, gift tax, estate tax, and generation-skipping transfer tax planning activities.
• Coordinate with external tax professionals to ensure compliance and optimize tax outcomes.
• Review tax strategies and identify opportunities to improve efficiency and wealth preservation.
• Oversee preparation and review of tax filings across trusts, partnerships, LLCs, foundations, and individual family members.
• Manage and coordinate sophisticated estate planning structures and strategies.
• Work closely with legal advisors on trust administration, succession planning, and multi-generational wealth transfer initiatives.
• Serve as the primary liaison with outside counsel and tax advisors, CPAs, trustees, investment managers, auditors, and other professional service providers.
• Provide thoughtful and objective advice to family principals and next-generation family members.
• Support strategic decision-making related to investments, tax matters, governance, and family wealth planning.
• Identify risks, planning opportunities, and operational improvements across the family enterprise.

Requirements

• Entrepreneurial leadership skills and attitude.
• Ability to work to build something with Principals/Owners.
• Undergraduate degree from a top-tier university; advanced degree or specialized education in estate and trust planning (MST, LLM, or similar) a plus.
• CPA and/or JD strongly preferred.
• 10+ years of tax and accounting experience, ideally with a foundation at a Big 4 or large regional firm.
• Direct experience with a family office, private wealth platform, trust company, or ultra-high-net-worth family strongly preferred.
• Experience overseeing multiple entities, trusts, and family governance structures.
• Familiarity with investment reporting, portfolio structures, and alternative investments.
• Demonstrated expertise advising ultra high net worth individuals and families on individual income tax planning; gift and estate tax; generation-skipping transfer tax; trust and fiduciary taxation; and multi-generational wealth transfer strategies.
• Strong command of trust instruments, partnership and operating agreements, and complex entity structures.
• Proven ability to manage relationships with sophisticated external advisors and service providers.

Benefits

Compensation: Highly Competitive Base and Bonus (depending on desired experience).