Chief Financial Officer
4 weeks ago
A Texas based family office is seeking a CFO to help oversee and administer a broad range of business interest and personal assets. Strong credentials in Tax or Real Estate law are preferred.
We are looking for a “Hands On” doer with experience with complicated transactions who wants a dynamic and empowered job working directly with the principal.
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Family Office Description:
The Family Office covers a wide array of investments including in private companies, private equity/VC, debt, real estate, hospitality, bonds, and advisory.
Duties:
- Support the management of Family Office assets and personnel
- Manage billing and invoicing
- Complicated tax planning for business entities, Trusts, and Family Members
- Legal oversight of various companies under their purview and ensure that all entities are in good legal and financial standing
- Legal responsibilities will have an emphasis on tax planning and real estate
- Maintain accounting and tax records
- Support new business ventures
- With time, a successful candidate may be named as an officer of various entities and companies with signatory ability
- Draft, create, review, and manage legal agreements
- Travel from time to time with the team on due diligence trips
Candidate Requirements:
- In good standing with the Texas State Bar
- CPA certificate preferred
- Familiar with Trusts and Company Planning Estate Law
Other Desired Characteristics:
- “Hands on” mentality
- A high degree of integrity
- Experience in aircraft, boat, and Real Estate is a useful bonus
Perks of the Job:
- Work directly with the principal on a highly diverse range of investments/assets
- Opportunity to meet incredibly interesting people
- Highly empowered position
- Flexible working arrangement
- Opportunity for equity participation
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