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Head of Tax & Accounting - Single Family Office
Industry: Accounting / Finance
Job Number: 3474
Job Description
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
Key Duties
Requirements
Preferred Backgrounds
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.
Requirements
- Credentials: Active CPA license and a bachelor's degree in accounting or finance.
- Experience: 10+ years guiding financial operations for wealthy families or private offices.
- Technical Skills: Mastery of trust accounting, estate structures, and multi-entity management.
- Traits: High-level discretion, strong communication, and absolute integrity.
Preferred Backgrounds
- 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