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New York, NY

Job Description

NYC-based family office is looking to hire a seasoned CFO. The CFO will be responsible for the family’s financial planning, budgeting, and reporting in partnership with outsourced tax and investment advisors. This role will also support affiliated businesses, philanthropic initiatives and special projects as needed.

Key responsibilities Include, but are not limited to, the following:

  • Finance and Accounting
  • Manage the annual budget process for household and certain affiliated businesses.
  • Prepare monthly financial planning reports and forecasts at the consolidated and entity level including sources and uses of cash within and across entities.
  • Oversee in-house month-end close process including reconciling cash and investment accounts and reviewing payment support, service agreements, fixed assets, leases and accruals.
  • Manage payroll and benefits for household staff.
  • Maintain general ledger and manage accounts payable processes.
  • Maintain banking relationships.
  • Coordinate planning, preparation and filing of quarterly tax estimates, 1042/1099 payments, collection of year-end K-1s and annual tax returns with tax advisor.
  • Manage any financial/tax audits.
  • Develop and maintain a documented system of accounting and internal control policies and procedures.
  • Evaluate and periodically review insurance policies with outside insurance broker to assure that appropriate types and levels of coverage are in place.
  • Ensure compliance with relevant legal requirements, regulations, and minimum standards.
  • Wealth Management
  • Support strategic and day-to-day decision making within the office with practical and rigorous research and analysis.
  • Drive efficient and effective income and estate tax planning by partnering with accountants, tax advisors and estate attorneys.
  • Work with private bankers to create an investment portfolio that optimizes risk-adjusted returns within the context of the family’s financial objectives, tax consequences and time horizons.
  • Assist in due diligence, structuring and execution of prospective investments and new business ventures.
  • Manage family entities including investment accounts, properties, trusts, and LLCs.
  • Manage real estate holdings including buying/selling property and managing/overseeing projects.
  • Review legal documents, including intercompany agreements with the support of legal counsel.


  • 10-15+ years of experience in financial management, budgeting, accounting, tax, investment planning, estate planning and insurance.
  • Broad experience or understanding of foundations, trusts and estate various legal entities; SCorporations, Partnerships, Limited Liability Companies (LLC), Real Estate Partnership, including tax and accounting for such entities.
  • Highly organized and detail oriented, with ability to manage and simultaneously advance multiple projects and processes both internally and with third-party service providers.
  • Confident, self-directed problem solver and decision maker.
  • Impeccable character and judgment, operating with the utmost discretion.
  • Able to work under pressure and adhere to strict deadlines.
  • CPA and/or CFP designation and prior experience in a similar position preferred.
Family Office


$175,000 - $200,000

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