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Director of Accounting & Finance – Family Office

  • Boston, MA
  • $200,000 — $300,000
  • Dorchester, MA 02125, USA

Director of Accounting & Finance – Family Office

Salary: $200,000 – $300,000
Location: Dorchester, MA | 4 Days Onsite

Why This Opportunity Stands Out:

  • Opportunity to take on a senior financial leadership role within an established, privately held family office

  • Work directly with family principals and key stakeholders on financial strategy, tax planning, investments, and overall financial operations

  • Oversee a diverse portfolio of entities, investments, and philanthropic activities

  • Broad exposure to both public and private foundations, trusts, and complex financial structures

  • High-impact position offering significant autonomy, visibility, and long-term stability

  • Competitive compensation package of $200K–$300K, depending on experience

Director of Accounting & Finance – Family Office Key Responsibilities:

  • Oversee all financial and accounting operations across multiple family-owned entities, trusts, investments, and foundations

  • Lead tax planning, compliance, and coordination of complex individual, partnership, trust, and foundation tax matters

  • Manage financial reporting, budgeting, forecasting, cash flow, and long-term financial planning

  • Oversee accounting operations and provide leadership to the existing finance and accounting team

  • Partner with external tax advisors, attorneys, investment managers, and other professional service providers

  • Manage financial reporting and compliance requirements for public and private foundations

  • Support investment activities, capital allocation, and strategic financial decisions

  • Prepare and present financial information to family principals, boards, and other key stakeholders

  • Identify opportunities to improve financial processes, internal controls, and reporting

Director of Accounting & Finance – Family Office Qualifications:

  • Active CPA designation required

  • Current or recent family office experience strongly preferred

  • Public accounting background with significant tax experience required

  • Strong knowledge of complex individual, partnership, trust, and multi-entity tax structures

  • Experience working with public and/or private foundations, including financial reporting and compliance

  • Proven experience overseeing accounting, financial reporting, budgeting, and cash flow management

  • Experience managing multiple legal entities and complex ownership structures

  • Strong technical accounting skills with the ability to remain hands-on when needed

  • Excellent communication skills and the ability to work directly with high-net-worth individuals and family principals

  • High level of discretion, professionalism, and confidentiality

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