Chief Financial Officer for Single Family Office

2 days ago

Los Angeles, United States Single Family Office Full time

Client Overview

Our client is headquartered in Downtown Los Angeles and was founded decades ago. They are an established single-family office and investment advisor that provides a comprehensive range of services to three generations of family clients.

The primary mission of the office is to meet the investment, wealth management, tax, estate planning, and administrative needs of this multigenerational family and their related entities, including trusts, partnerships, corporations, foundations, and other entities. The family office tailors its services to the specific needs of each client, offering advice and management of both marketable securities and alternative investments.

The Opportunity

The family office is comprised of approximately 35 experienced professionals. The CFO will report directly to the President of the Family Office and will support the family and its executive team by overseeing a diverse set of complex business and personal interests. This role will involve providing critical financial, operational, and management support for both current and long-term initiatives. The CFO will lead the finance, accounting, and tax departments within the family office that are comprised of approximately 20 employees.

The CFO will work closely with the President and the General Counsel as a member of the senior executive team. A critical aspect of this role is the ability to be a servant leader, providing the team with the tools and information they need to succeed. Success in this position requires the ability to communicate effectively across the organization, offering high-level strategic insights while also engaging with the details when necessary. Adaptability, an entrepreneurial mindset, and attention to detail are essential qualities for success in this role.

This role emphasizes executive leadership, requiring the CFO to work thoughtfully, deliberately, and collaboratively with the family and the family office team to continually improve and professionalize the family office’s structure and service delivery. In addition to financial and managerial leadership, the family seeks a CFO who aligns with their culture and can help support and uphold these values throughout their related organizations. The family office culture is characterized by a high degree of professionalism and a commitment to client service. The team describes their workplace as collegial and collaborative, with a servant-leader mindset permeating from the executive office throughout the organization.

Key Qualifications:

  1. Minimum of 15 years of relevant experience in the family office or wealth management industry with at least some of these in a Single Family Office role as a CFO (or similar position).
  2. Undergraduate degree required; CPA and/or relevant advanced degree desirable.
  3. Solid knowledge of tax and investment partnership accounting and ability to oversee a strong tax and accounting department.
  4. Broad experience or understanding of foundations, trusts and estates, and various legal entities: S-Corporations, Partnerships, Limited Liability Companies and Real Estate Partnerships.

For a full list of Responsibilities, please apply or contact us.

Compensation is highly competitive with a comprehensive benefits package.

#J-18808-Ljbffr

  • Chief Financial Officer for Single Family Office

    2 days ago

    Los Angeles, California, United States Single Family Office Full time

    Job Title: Chief Financial Officer for Single Family OfficeOur client is a prestigious Single Family Office headquartered in Downtown Los Angeles, with a rich history spanning decades. As a trusted advisor, they provide a comprehensive range of services to three generations of family clients, encompassing investment, wealth management, tax, estate planning,...

  • Chief Financial Officer

    2 days ago

    Los Angeles, California, United States LHH Full time

    Job Title: Chief Financial OfficerReports to: PresidentDirect Reports: Lead a team of 15 staff in finance, operations, and ITOffice Location: Los Angeles, CA | Hybrid - 1 remote day/weekSalary Range: $190,000 to $250,000 based on experience + discretionary annual bonusBenefits: Medical, Dental, Vision, 401k match, PTO and holidaysLHH Recruitment Solutions is...

  • Chief Financial Officer

    3 days ago

    Los Angeles, United States LHH Full time

    Job Title: Chief Financial OfficerReports to: PresidentDirect Reports: Lead 15 staff in finance, operations, and ITOffice Location: Los Angeles, CA | Hybrid - 1 remote day/weekSalary Range: $190,000 to $250,000 based on experience + discretionary annual bonusBenefits: Medical, Dental, Vision, 401k match, PTO and holidaysLHH Recruitment Solutions (Los...

  • Chief Financial Officer

    3 days ago

    los angeles, United States LHH Full time

    Job Title: Chief Financial OfficerReports to: PresidentDirect Reports: Lead 15 staff in finance, operations, and ITOffice Location: Los Angeles, CA | Hybrid - 1 remote day/weekSalary Range: $190,000 to $250,000 based on experience + discretionary annual bonusBenefits: Medical, Dental, Vision, 401k match, PTO and holidaysLHH Recruitment Solutions (Los...

  • Chief Financial Officer

    2 weeks ago

    Los Angeles, California, United States Westlake Services, LLC Full time

    {"h1": "Chief Financial Officer", "h2": "Job Summary", "p": "We are seeking a highly skilled and experienced Chief Financial Officer to join our team at Westlake Services, LLC. The successful candidate will be responsible for leading our financial strategy, managing financial controls, and ensuring transparency over our financial performance.", "h2": "Key...

  • Chief Financial Officer

    4 weeks ago

    Los Angeles, California, United States Century Group Full time

    Chief Financial OfficerCentury Group is in search of a seasoned and innovative Chief Financial Officer to lead their financial operations. The compensation package is competitive, reflecting the skills and experience of the candidate.Key Responsibilities:Deliver strategic guidance and leadership on operational and financial matters impacting the...

  • Chief Financial Officer

    2 days ago

    Los Angeles, California, United States Union Rescue Mission Full time

    Chief Financial OfficerUnion Rescue Mission is seeking a highly skilled and experienced Chief Financial Officer to join our team. As a key member of our leadership team, the CFO will be responsible for the financial health and sustainability of our organization.Key Responsibilities:Develop and maintain financial policies and controls to ensure the integrity...

  • Chief Financial Officer

    2 days ago

    Los Angeles, California, United States AiLO Logistics Full time

    Job Title: Chief Financial Officer About the Role: We are seeking a highly skilled and experienced Chief Financial Officer to join our team at AiLO Logistics. As a key member of our Executive Management team, you will report directly to the CEO and President and be responsible for ensuring the highest standards of financial excellence, fiscal integrity,...

  • Chief Financial Officer

    5 days ago

    Los Angeles, California, United States Preston Harris Group Full time

    Job Title: Chief Financial OfficerWe are seeking a highly skilled and experienced Chief Financial Officer to join our team at Preston Harris Group.The successful candidate will be responsible for leading our finance function, providing strategic financial guidance, and ensuring the company's financial stability and growth.Key Responsibilities:Lead and mentor...

  • Chief Financial Officer

    4 weeks ago

    Los Angeles, California, United States Ohara Davies-Gaetano Interiors Full time

    Chief Financial Officer Position at Ohara Davies Gaetano InteriorsThe Chief Financial Officer role at Ohara Davies Gaetano Interiors is a pivotal position within the Operations division, necessitating a professional with a robust combination of operational and financial acumen. We are in search of an individual who exemplifies leadership qualities, possesses...

  • Chief Financial Officer

    2 months ago

    Los Angeles, United States After-School All-Stars Full time

    ORGANIZATION BACKGROUND:Founded in 1992, After-School All-Stars is a national non-profit organization which provides free, daily afterschool programs to more than 140,000 children in need at 725 school and community sites in 19 chapters across the U.S. Our goals for our All-Stars are the same we have for our own children: to be healthy and active, to...

  • Chief Financial Officer

    3 weeks ago

    Los Angeles, United States After-School All-Stars Full time

    ORGANIZATION BACKGROUND: Founded in 1992, After-School All-Stars is a national non-profit organization which provides free, daily afterschool programs to more than 140,000 children in need at 725 school and community sites in 19 chapters across the U.S. Our goals for our All-Stars are the same we have for our own children: to be healthy and active, to...

  • Chief Financial Officer

    7 days ago

    Los Angeles, California, United States BH Properties Full time

    Chief Financial OfficerAbout the RoleBH Properties is a leading commercial real estate investment firm seeking a highly skilled Chief Financial Officer to join its team. As a key member of the senior leadership team, the CFO will be responsible for overseeing the financial management of the company, ensuring the accuracy and timeliness of financial...

  • Chief Financial Officer

    4 weeks ago

    Los Angeles, California, United States KCB Management, LLC Full time

    Position Title: Chief Financial Officer Company Overview:KCB Management, LLC is a comprehensive investment firm focused on a diverse portfolio of alternative assets, including real estate, private equity, and venture capital, managing over $2.0 billion. With a legacy spanning more than 40 years, we are dedicated to delivering optimal returns while upholding...

  • Chief Financial Officer

    2 days ago

    Los Angeles, California, United States SnapDragon Associates, LLC Full time

    Chief Financial OfficerWe are seeking a seasoned financial leader to join our team at SnapDragon Associates, LLC. As a family-owned and operated lumberyard chain in Southern California, we pride ourselves on delivering exceptional service to contractors and homeowners.This is an exciting opportunity for a CFO candidate to take on a leadership role in our...

  • Chief Financial Officer

    4 hours ago

    Los Angeles, California, United States Lucas Museum of Narrative Art Full time

    Job Title: Chief Financial OfficerThe Lucas Museum of Narrative Art is seeking a highly skilled and experienced Chief Financial Officer to join our team. As a key member of our leadership team, the CFO will be responsible for leading the financial strategy and planning of the museum, ensuring the financial stability and growth of the organization.Key...

  • Chief Financial Officer

    1 week ago

    Los Angeles, California, United States Union Rescue Mission Full time

    Chief Financial OfficerUnion Rescue Mission is seeking a highly skilled and experienced Chief Financial Officer to join our team. As a key member of our leadership team, the CFO will be responsible for the financial health and sustainability of our organization.Key Responsibilities:Develop and maintain financial policies and controls to ensure the integrity...

  • Chief Financial Officer

    4 weeks ago

    Los Angeles, California, United States Colburn Full time

    Position Overview: The Chief Financial Officer will act as the principal leader of the financial and accounting operations, overseeing all aspects of financial management, taxation, budgeting, and reporting functions. This role is critical in ensuring the effective management of the Colburn School's financial activities, policies, and practices, while...

  • Chief Financial Officer

    4 days ago

    Los Angeles, California, United States Vaco Full time

    Chief Financial OfficerVaco is seeking a seasoned and strategic Chief Financial Officer (CFO) to join their executive leadership team and lead the organization, acting as a strategic advisor to the founders of the business. This is a confidential search, and the client's name will be shared following selection to interview.Key Responsibilities:Develop and...

  • Chief Financial Officer

    7 days ago

    Los Angeles, California, United States CannabizTeam Full time

    Chief Financial OfficerCannabizTeam is seeking an experienced Chief Financial Officer to lead the financial operations of our international natural supplement company. The ideal candidate will have a proven track record in managing complex financial structures across multiple entities and a deep understanding of the global health and wellness industry.Key...