Director / Head of Family Office CFO & Advisory Services

Director / Head of Family Office CFO & Advisory Services

Bergen County, NJ or Boca Raton, FL

A growing CPA and advisory firm is seeking a senior-level leader to build and expand its Family Office CFO & Advisory Services practice focused on ultra-high-net-worth individuals, families, entrepreneurs, and privately held businesses.

This is a unique opportunity for a relationship-driven finance executive to help create and lead a high-touch advisory platform serving affluent clients with complex financial, operational, and strategic needs. The role can be structured at the Director, Managing Director, Partner, or Practice Leader level depending on experience and book of business.

The ideal candidate is not just a technical accountant or tax professional. We are seeking a trusted advisor and operator with strong client-facing capabilities, family office experience, and the ability to act as a strategic “quarterback” for sophisticated clients.

Key Responsibilities

• Build and lead the Family Office CFO & Advisory Services division
• Serve as the lead advisor to high-net-worth individuals, family offices, entrepreneurs, and privately held companies
• Oversee financial reporting, cash flow management, budgeting, forecasting, and strategic planning for clients
• Coordinate with tax, estate, legal, insurance, investment, and banking professionals
• Provide concierge-style advisory support across complex multi-entity structures
• Advise clients on liquidity events, business operations, family governance, and wealth preservation strategies
• Develop scalable processes, service offerings, and operational infrastructure for the practice
• Participate in business development, networking, and relationship management initiatives
• Mentor and grow future team members within the department

Ideal Background

• CPA strongly preferred
• 10+ years of experience within family office services, outsourced CFO advisory, public accounting advisory, private client services, or multi-family office environments
• Experience working directly with ultra-high-net-worth clients and complex entity structures
• Strong understanding of financial operations, tax coordination, trust and estate planning concepts, and private wealth environments
• Relationship-oriented with exceptional communication and client management skills
• Entrepreneurial mindset with the ability to help build and scale a practice
• Experience leading teams or managing client service functions preferred

Preferred Experience From

• Multi-family offices
• Boutique family office advisory firms
• Public accounting firms with family office/private client groups
• Outsourced CFO and advisory platforms
• Private investment offices and UHNW service organizations