Family Office CPA | High-Net-Worth Family Office | 100% Remote

An exceptional opportunity for a CPA who wants more than just closing the books.

We're partnering with a rapidly growing private family office seeking a highly driven CPA to become a trusted financial partner supporting a sophisticated portfolio of operating companies, investments, and high-net-worth interests.

This is a rare opportunity to step into a role where you'll have direct visibility into complex financial operations, oversee accounting and tax across multiple entities, and play an active role in supporting a portfolio valued between$100M-$200M in assets. This isn't a back-office accounting position - it's a highly visible role where you'll work alongside ownership, influence key financial decisions, and become an integral part of the day-to-day operations.

The ideal candidate is intellectually curious, resourceful, personable, and thrives in an entrepreneurial environment where initiative is valued.

What You'll Be Doing

Manage accounting, bookkeeping, and tax preparation across multiple entities
Prepare and review federal and state tax returns for complex ownership structures
Maintain accurate financial records and oversee day-to-day accounting operations
Coordinate banking relationships, financing activities, and lender communications
Support investment analysis and financial decision-making across various business entities
Partner directly with ownership on strategic financial initiatives
Identify opportunities to improve processes, leverage automation, and drive operational efficiencies
Operate as the internal accounting and tax expert within a fast-moving organization

What We're Looking For

Active CPA license required - CA, TX preferred
Proven experience preparing and filing business and individual tax returns
Strong bookkeeping and full-cycle accounting experience
Experience supporting multiple entities, holding companies, or complex ownership structures
Exposure to high-net-worth individuals, family offices, private investments, or closely held businesses
Public accounting experience combined with private industry experience is highly preferred
Strong understanding of financial statements, lending, banking, and investment transactions
Exceptional communication and relationship-building skills
Self-starter who is organized, proactive, and thrives with autonomy
Someone who is polished, sharp, scrappy, and enjoys wearing multiple hats

Why This Opportunity Stands Out

100% Remote
Direct partnership with ownership and executive leadership
Exposure to a diverse portfolio of businesses and investments
High-impact role with significant autonomy
Opportunity to grow alongside a rapidly expanding family office
Competitive compensation with flexibility for the right individual
Long-term career opportunity with substantial growth potential

If you're looking for a traditional corporate accounting role, this probably isn't it. If you're energized by complexity, enjoy solving problems, want meaningful exposure to sophisticated financial operations, and are excited about becoming a trusted advisor within a growing family office, we'd love to connect!

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