Fractional CFO for Family Office and Law Practice

4 weeks ago

Holliston, United States Best Litigation Injury Law, LLC Full time

Job Description

Job Description We are currently seeking a skilled Fractional CFO to primarily work within a family office, overseeing the financial affairs of the law firm owners and manage the financial aspects of their law practice.

As the Fractional CFO for the law practice you will play a pivotal role in managing the financial affairs of the owners and overseeing the high-level financial operations of their law practice. Your responsibilities will include:

Directly oversee and be the direct point of contact for the cash balance plans, 401K plans, banking relationships, insurance, and investment portfolios to ensure efficient cash flow management and asset growth for both the owners and the law practice. Manage and administer family trust, estate, and asset protection strategies. Together with a wealth manager and CPA, develop and implement comprehensive tax planning strategies to optimize financial outcomes and minimize tax liabilities. Collaborate with legal and financial teams to design and implement profit sharing plans and other financial structures to support the financial goals of the practice. Conduct budgeting, forecasting, and financial analysis to provide strategic insights and recommendations for effective money management and wealth preservation. Qualifications:

Bachelors degree in finance, Accounting, or related field; MBA or CPA preferred. Experience with Quickbooks Enterprise. Proven experience as a CFO, Financial Controller, or similar role, preferably in a high-net-worth family office. Strong knowledge of family trusts, estates, tax planning strategies, asset protection, insurance, and financial management best practices. Excellent analytical skills with the ability to interpret complex financial data and provide strategic recommendations. Exceptional communication, interpersonal, and leadership skills to collaborate effectively with high-net-worth individuals, legal teams, accounting, and wealth management teams. This is a fractional position, outsource professional position, compensation will depend on experience, knowledge, and qualifications.

This is a remote position.

#J-18808-Ljbffr

  • Junior Paralegal

    2 months ago

    Holliston, United States Zanes Law Injury Lawyers LLC Full time

    Job DescriptionJob DescriptionBenefits:401(k)401(k) matchingDental insuranceHealth insuranceOpportunity for advancementProfit sharingVision insurance Zanes Law Personal Injury Lawyers is seeking a full-time Litigation Legal Assistant to join our expanding firm. Ideal candidates will be detail-oriented, highly organized, and efficient. Currently, our...

  • Junior Paralegal

    1 week ago

    Holliston, United States Zanes Law Injury Lawyers LLC Full time

    Job DescriptionJob DescriptionBenefits:401(k)401(k) matchingDental insuranceHealth insuranceOpportunity for advancementProfit sharingVision insurance Zanes Law Personal Injury Lawyers is seeking a full-time Litigation Legal Assistant to join our expanding firm. Ideal candidates will be detail-oriented, highly organized, and efficient. Currently, our...

  • Operations and Support Specialist

    2 weeks ago

    Holliston, United States CoFi Inc Full time

    **Operations and Support Specialist** At CoFi, we’re on a mission to vastly improve the payment experience for medical procedures for surgical practices, facilities, and patients alike. Founded by a results-driven team of domain experts, backed by payments-focused VCs, Angels, and key opinion leaders in the elective medical procedure space, CoFi is...

  • Cultivation Technician

    3 weeks ago

    Holliston, United States PharmaCann Full time

    PharmaCann, Inc. owns and operates best-in-class production facilities and retail dispensaries for cannabis-based products. We currently operate in the States of Illinois, New York, Massachusetts, Ohio, Pennsylvania, Maryland, Colorado and Michigan as a medical and/or adult use cannabis provider to patients and customers. We are looking for energetic,...

  • Cultivation Technician

    5 days ago

    Holliston, United States PharmaCann Full time

    PharmaCann, Inc. owns and operates best-in-class production facilities and retail dispensaries for cannabis-based products. We currently operate in the States of Illinois, New York, Massachusetts, Ohio, Pennsylvania, Maryland, Colorado and Michigan as a medical and/or adult use cannabis provider to patients and customers. We are looking for energetic,...

  • Cultivation Technician

    3 weeks ago

    Holliston, United States PharmaCann Full time

    PharmaCann, Inc. owns and operates best-in-class production facilities and retail dispensaries for cannabis-based products. We currently operate in the States of Illinois, New York, Massachusetts, Ohio, Pennsylvania, Maryland, Colorado and Michigan as a medical and/or adult use cannabis provider to patients and customers. We are looking for energetic,...

  • Cultivation Technician

    1 week ago

    Holliston, United States PharmaCann Full time

    PharmaCann, Inc. owns and operates best-in-class production facilities and retail dispensaries for cannabis-based products. We currently operate in the States of Illinois, New York, Massachusetts, Ohio, Pennsylvania, Maryland, Colorado and Michigan as a medical and/or adult use cannabis provider to patients and customers. We are looking for energetic,...

  • Human Resources Manager

    2 weeks ago

    Holliston, United States Covanta Full time

    For more than 40 years, Covanta has been at the forefront of sustainable materials management, providing companies and communities world-class waste and resource solutions. Through our diverse and scalable full-service capabilities, we’re leading the charge to a carbon-negative future—reducing, reusing, recycling and reimagining waste for the benefit of...

  • Cultivation Technician

    3 weeks ago

    Holliston, United States PharmaCann Full time

    PharmaCann, Inc. owns and operates best-in-class production facilities and retail dispensaries for cannabis-based products. We currently operate in the States of Illinois, New York, Massachusetts, Ohio, Pennsylvania, Maryland, Colorado and Michigan as a medical and/or adult use cannabis provider to patients and customers. We are looking for energetic,...

  • Cultivation Technician

    1 week ago

    Holliston, United States PharmaCann Full time

    PharmaCann, Inc. owns and operates best-in-class production facilities and retail dispensaries for cannabis-based products. We currently operate in the States of Illinois, New York, Massachusetts, Ohio, Pennsylvania, Maryland, Colorado and Michigan as a medical and/or adult use cannabis provider to patients and customers. We are looking for energetic,...

  • Medical Assistant

    2 months ago

    Holliston, United States CHARLES RIVER MEDICAL ASSOCIATES Full time

    At CRMA, we provide a work culture that is empowering. We encourage our team to be great and give their best each day. Our valued employees are the foundation of our success and are the key to fulfilling our mission. Charles River invests in employee learning and development and strives to promote within. - Primary duty is “patient flow”. Tasks include...

  • Security Associate

    1 day ago

    Holliston, United States PharmaCann Full time

    PharmaCann, Inc. owns and operates best-in-class production facilities and retail dispensaries for cannabis-based products. We currently operate in the States of Illinois, New York, Massachusetts, Ohio, Pennsylvania, Maryland, Colorado and Michigan as a medical and/or adult use cannabis provider to patients and customers. We are looking for energetic,...

  • Cultivation Technician

    3 weeks ago

    Holliston, United States PharmaCann Full time

    PharmaCann, Inc. owns and operates best-in-class production facilities and retail dispensaries for cannabis-based products. We currently operate in the States of Illinois, New York, Massachusetts, Ohio, Pennsylvania, Maryland, Colorado and Michigan as a medical and/or adult use cannabis provider to patients and customers. We are looking for energetic,...

  • Cultivation Technician

    1 week ago

    Holliston, United States PharmaCann Full time

    PharmaCann, Inc. owns and operates best-in-class production facilities and retail dispensaries for cannabis-based products. We currently operate in the States of Illinois, New York, Massachusetts, Ohio, Pennsylvania, Maryland, Colorado and Michigan as a medical and/or adult use cannabis provider to patients and customers. We are looking for energetic,...

  • Principal Clerk – Collections

    1 month ago

    Holliston, United States Town of Holliston Full time

    The town of Holliston is seeking applicants for a full-time Principal Clerk in the Treasurer/Collector Department. This position will be responsible for clerical, secretarial, and financial record-keeping duties to support collections. The position screens incoming mail, calls and visitors; answers questions or directs to appropriate staff members. Opens,...

  • Principal Clerk – Collections

    1 month ago

    Holliston, Massachusetts, United States Town of Holliston Full time

    The town of Holliston is seeking applicants for a full-time Principal Clerk in the Treasurer/Collector Department. This position will be responsible for clerical, secretarial, and financial record-keeping duties to support collections.The position screens incoming mail, calls and visitors; answers questions or directs to appropriate staff members. Opens,...

  • Residential Counselor MAP

    2 weeks ago

    Holliston, United States Brockton Area Multi-Servi Full time

    Job DescriptionJob Description$18.00/Hr40 HOURS - Schedule: Mon-Fri 7a-3pBAMSI is a 501(c) 3 nonprofit organization founded in Brockton, Massachusetts, with a vision of driving change and creating equal opportunities for individuals with developmental disabilities and mental and behavioral health challenges. Brockton Area Multi-Services, Inc. (BAMSI) was...

  • Residential Counselor MAP

    3 weeks ago

    Holliston, United States Brockton Area Multi-Servi Full time

    Job DescriptionJob Description$18.00/Hr30 HOURS - Schedule: Sun - Tues 11p-9aBAMSI is a 501(c) 3 nonprofit organization founded in Brockton, Massachusetts, with a vision of driving change and creating equal opportunities for individuals with developmental disabilities and mental and behavioral health challenges. Brockton Area Multi-Services, Inc. (BAMSI) was...

  • Residential Counselor NONMAP

    3 weeks ago

    Holliston, United States Brockton Area Multi-Servi Full time

    Job DescriptionJob Description$18.00/Hr36 HOURS - Schedule: Tues-Fri 3p-9p, Sat 9a-9pBAMSI is a 501(c) 3 nonprofit organization founded in Brockton, Massachusetts, with a vision of driving change and creating equal opportunities for individuals with developmental disabilities and mental and behavioral health challenges. Brockton Area Multi-Services, Inc....

  • Residential Counselor NONMAP

    3 weeks ago

    Holliston, United States Brockton Area Multi-Servi Full time

    Job DescriptionJob Description$18.00/Hr40 HOURS - Schedule: Fri-Tues 11p-7aBAMSI is a 501(c) 3 nonprofit organization founded in Brockton, Massachusetts, with a vision of driving change and creating equal opportunities for individuals with developmental disabilities and mental and behavioral health challenges. Brockton Area Multi-Services, Inc. (BAMSI) was...