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Head of Tax & Accounting - Single Family Office

Regal Executive Search
  • CA
  • $250,000 Per Year
  • Quick Apply
27 days ago

Job Description

A Head of Tax & Accounting is needed for an ultra-high-net-worth single family office to manage financial operations, wealth transfer, and multi-entity governance. The role offers a salary of $250,000–$400,000 plus equity and bonuses, requiring a CPA and 10+ years of high-level wealth leadership. 

Role Summary & Focus
  • Executive Leadership: Direct all accounting, cash flow, and tax strategies for complex family assets.
  • Wealth Protection: Partner with lawyers and advisors on estate planning and trust administration.
  • Core Goal: Act as a trusted financial advisor to preserve generational wealth.

    Key Duties
    • Financial Management: Oversee consolidated reports, budgets, and liquidity.
    • Tax & Trusts: Manage fiduciary, gift, and estate filings (Forms 1040, 1041, 706, 709).
    • Asset Oversight: Track real estate holdings, private investments, and capital calls.
    • Advisor Coordination: Lead communication with external CPAs, bankers, and attorneys. 

      Requirements
      • Credentials: Active CPA license and a bachelor's degree in accounting or finance.
      • Experience:10+ years guiding financial operations for wealthy families or private offices.
      • Technical Skills: Mastery of trust accounting, estate structures, and multi-entity management.
      • Traits: High-level discretion, strong communication, and absolute integrity. 

        Preferred Backgrounds
        • Single or multi-family office experience
        • Big Four or top regional public accounting firms
        • Private wealth advisory or trust companies
        • Advanced degrees like an MBA or MST

          Numbers & Facts

          LocationCA

          Skills

          • Accountingunmatched
          • Asset Managementunmatched
          • Budgetingunmatched
          • Cash Flowunmatched
          • Certified Public Accountant (CPA)unmatched
          • Communication Skillsunmatched
          • Estate Planningunmatched
          • Fiduciaryunmatched
          • Financeunmatched
          • Financial Managementunmatched
          • Financial Operationsunmatched
          • Financial Planningunmatched
          • Gift Managementunmatched
          • High Net Worthunmatched
          • Investment Capitalunmatched
          • Leadershipunmatched
          • Liquidityunmatched
          • Operations Managementunmatched
          • Public Accountingunmatched
          • Real Estateunmatched
          • Tax Accountingunmatched

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