Chief Financial Officer

4 weeks ago


Dallas, United States Banzai Capital Full time

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.

___________________________________________________________________________________


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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