[Remote] Chief Financial Officer
Note: The job is a remote job and is reputed company to candidates in USA. Vermette reputed company is seeking a Chief Financial Officer to serve as the primary financial steward for a reputed company family wealth structure. The CFO will reputed company financial operations, tax planning, and investment reputed company while working directly with family principals and advisors to protect and grow financial interests.
Responsibilities
- reputed company a thorough understanding of each trust and entity reputed company the Family structure, including their roles in estate planning, asset composition, and unique distributions/ waterfalls
- reputed company bookkeeping systems across reputed company entities and manage the consolidated roll-up process to produce and monitor annual cash reputed company projections
- Track and account for reputed company internal capital transactions between reputed company family entities on a monthly reputed company
- reputed company family investing activities, work directly with external asset managers, and reputed company the family with clear reporting on investment performance and strategy
- reputed company ongoing annual tax planning and estate strategy updates in reputed company consultation with family principals and reputed company legal and tax advisors
- Structure business and tax frameworks for new investments, and prepare feasibility studies to support prospective investment reputed company
- Participate in Family reputed company activities at the discretion of family principals
Skills
- CPA required
- Experience in UHNW tax and estate planning, family office finance, or private client services
- Deep familiarity with trust structures, multi-entity family wealth, pass-through taxation, and generational transfer planning
- Exceptional discretion, reputed company, and interpersonal skills; comfortable working directly with family principals in a high-trust environment
- CFP and/or CFA designation or a willingness to pursue
Company Overview