Note: The job is a remote job and is open to candidates in USA. Vermette Recruiting is seeking a Chief Financial Officer to serve as the primary financial steward for a complex family wealth structure. The CFO will oversee financial operations, tax planning, and investment oversight while working directly with family principals and advisors to protect and grow financial interests.

Responsibilities

• Develop a thorough understanding of each trust and entity within the Family structure, including their roles in estate planning, asset composition, and unique distributions/ waterfalls
• Oversee bookkeeping systems across all entities and manage the consolidated roll-up process to produce and monitor annual cash flow projections
• Track and account for all internal capital transactions between related family entities on a monthly basis
• Oversee family investing activities, work directly with external asset managers, and provide the family with clear reporting on investment performance and strategy
• Lead ongoing annual tax planning and estate strategy updates in close consultation with family principals and outside legal and tax advisors
• Structure business and tax frameworks for new investments, and prepare feasibility studies to support prospective investment decisions
• Participate in Family Foundation 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, integrity, and interpersonal skills; comfortable working directly with family principals in a high-trust environment
• CFP and/or CFA designation or a willingness to pursue

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