Head Of Tax & Accounting - Single Family Office

A Head of Tax & Accounting is needed for an ultra-high-net-worth single family office to manage financial operations, wealth transfer, and multi-entity governance. The role offers a salary of $250,000–$400,000 plus equity and bonuses, requiring a CPA and 10+ years of high-level wealth leadership. Role Summary & Focus: Executive Leadership: Direct all accounting, cash flow, and tax strategies for complex family assets. Wealth Protection: Partner with lawyers and advisors on estate planning and trust administration. Core Goal: Act as a trusted financial advisor to preserve generational wealth. Key Duties: Financial Management: Oversee consolidated reports, budgets, and liquidity. Tax & Trusts: Manage fiduciary, gift, and estate filings (Forms 1040, 1041, 706, 709). Asset Oversight: Track real estate holdings, private investments, and capital calls. Advisor Coordination: Lead communication with external CPAs, bankers, and attorneys.

Responsibilities

Direct all accounting, cash flow, and tax strategies for complex family assets; Partner with lawyers and advisors on estate planning and trust administration; Act as a trusted financial advisor to preserve generational wealth; Oversee consolidated reports, budgets, and liquidity; Manage fiduciary, gift, and estate filings (Forms 1040, 1041, 706, 709); Track real estate holdings, private investments, and capital calls; Lead communication with external CPAs, bankers, and attorneys

Requirements

Active CPA license and a bachelor's degree in accounting or finance; 10+ years guiding financial operations for wealthy families or private offices; Mastery of trust accounting, estate structures, and multi-entity management; High-level discretion, strong communication, and absolute integrity

Nice to have

Single or multi-family office experience; Big Four or top regional public accounting firms; Private wealth advisory or trust companies; Advanced degrees like an MBA or MST

Benefits

Equity; Bonuses