Family Office CPA
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At a glance
Requirements
Credentials this posting asks for.
Job overview
An exceptional opportunity for a CPA to serve as a trusted financial partner in a rapidly growing private family office, overseeing accounting, tax, and financial analysis across multiple entities and high‑net‑worth interests, with direct visibility to ownership and strategic decision‑making.
Skills & qualifications
Skills
Qualifications
Full job description
Family Office CPA | High-Net-Worth Family Office | 100% Remote
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.
What You'll Be Doing
- 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
What We're Looking For
- 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
Why This Opportunity Stands Out
- 100% Remote
- Direct partnership with ownership and executive leadership
- Exposure to a diverse portfolio of businesses and investments
- High-impact role with significant autonomy
- Opportunity to grow alongside a rapidly expanding family office
- Competitive compensation with flexibility for the right individual
- Long-term career opportunity with substantial growth potential
If you're looking for a traditional corporate accounting role, this probably isn't it. If you're energized by complexity, enjoy solving problems, want meaningful exposure to sophisticated financial operations, and are excited about becoming a trusted advisor within a growing family office, we'd love to connect!
You've read the whole posting — now see how you match it.