Join to apply for the Head of Finance role at Oliver James 19 hours ago Be among the first 25 applicants Join to apply for the Head of Finance role at Oliver James Get AI-powered advice on this job and more exclusive features. Job Title: Head of Finance

Location: Boston, MA

Company Type: Single Family Office

Assets Under Management (AUM): $2 Billion

Reporting To: Chief Investment Officer / Principals

About The Family Office

We are a well-established single family office with $2 billion in assets under management, spanning public and private investments, real estate, philanthropic interests, and operating businesses. We are seeking a strategic and operationally strong Head of Finance to oversee and lead all financial functions of the family office and associated entities.

Role Overview

The Head of Finance will be responsible for the financial strategy, accounting, reporting, tax planning, cash flow management, and oversight of all financial operations across the family office structure. This role requires a hands-on leader with a strong foundation in investment accounting, estate and trust structuring, and multi-entity consolidation, along with a proactive mindset for risk management and operational efficiency.

Key Responsibilities

Strategic Financial Leadership

Partner with principals and CIO to develop long-term financial strategy and capital allocation plans. Design and maintain financial frameworks that support investment and philanthropic goals. Lead financial due diligence for private investments, real estate acquisitions, and direct operating business interests.

Financial Management & Oversight

Oversee all aspects of accounting and financial reporting for multiple entities (LLCs, LPs, trusts, foundations, etc.). Manage the annual budgeting, forecasting, and cash flow modeling processes. Oversee investment performance tracking, valuation methodologies, and consolidated reporting. Lead preparation of quarterly and annual financial statements for the principals.

Tax & Compliance

Coordinate with external tax advisors to ensure optimal tax efficiency and compliance across entities. Stay current on tax laws related to high-net-worth individuals, trusts, estates, and philanthropic giving. Oversee tax filings, K-1s, and related reporting.

Risk Management & Controls

Establish and maintain robust internal controls, accounting policies, and operational best practices. Manage banking relationships and monitor credit/liquidity positions. Oversee insurance coverage across real estate and other assets.

Team & Vendor Management

Manage a lean internal finance team and oversee external accounting, audit, and tax partners. Select and oversee third-party administrators, technology systems, and consultants.

Qualifications

CPA and/or CFA preferred. 10-15+ years of relevant experience in finance or accounting, ideally within a family office, private investment firm, or wealth management firm. Deep understanding of partnership and trust accounting, investment reporting, and tax planning for ultra-high-net-worth individuals. Prior experience managing a complex set of legal entities and asset classes. Highly proficient in financial systems, Excel modeling, and reporting tools. Discreet, trustworthy, and deeply committed to confidentiality. Strong communication and interpersonal skills with a collaborative and service-oriented mindset.

Compensation & Benefits

Competitive base salary + performance-based bonus Comprehensive health, dental, and vision insurance 401(k) with employer match Generous PTO and flexible work environment Opportunities for long-term incentive alignment

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