Family Office CPA
About The Position
An exceptional opportunity for a CPA who wants more than just closing the books. We're partnering with a rapidly growing private family office seeking a highly driven CPA to become a trusted financial partner supporting a sophisticated portfolio of operating companies, investments, and high-net-worth interests. This is a rare opportunity to step into a role where you'll have direct visibility into complex financial operations, oversee accounting and tax across multiple entities, and play an active role in supporting a portfolio valued between $100M-$200M in assets. This isn't a back-office accounting position - it's a highly visible role where you'll work alongside ownership, influence key financial decisions, and become an integral part of the day-to-day operations. The ideal candidate is intellectually curious, resourceful, personable, and thrives in an entrepreneurial environment where initiative is valued.
Requirements
- Active CPA license required - CA, TX preferred
- Proven experience preparing and filing business and individual tax returns
- Strong bookkeeping and full-cycle accounting experience
- Experience supporting multiple entities, holding companies, or complex ownership structures
- Exposure to high-net-worth individuals, family offices, private investments, or closely held businesses
- Public accounting experience combined with private industry experience is highly preferred
- Strong understanding of financial statements, lending, banking, and investment transactions
- Exceptional communication and relationship-building skills
- Self-starter who is organized, proactive, and thrives with autonomy
- Someone who is polished, sharp, scrappy, and enjoys wearing multiple hats
Responsibilities
- Manage accounting, bookkeeping, and tax preparation across multiple entities
- Prepare and review federal and state tax returns for complex ownership structures
- Maintain accurate financial records and oversee day-to-day accounting operations
- Coordinate banking relationships, financing activities, and lender communications
- Support investment analysis and financial decision-making across various business entities
- Partner directly with ownership on strategic financial initiatives
- Identify opportunities to improve processes, leverage automation, and drive operational efficiencies
- Operate as the internal accounting and tax expert within a fast-moving organization
Benefits
- Competitive compensation with flexibility for the right individual
- Long-term career opportunity with substantial growth potential
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Senior
