Finance Director

New York, New York • $300,000-$500,000

About the Company: 

Our client is a prominent family office looking for a Finance Director who will oversee all administration for its operations, accounting, and tax reporting functions and its related entities.



  • Support the CFO with the financial planning & analysis
  • Collaborate with CFO to develop and implement financial and tax planning strategies aligned with clients’ objective and risk tolerance
  • Prepare and present annual budgets, liquidity management, and account reconciliations
  • Prepare workpapers for state/federal income tax returns, quarterly estimates, and year-end tax planning for the family office and related entities
  • Manage all financial administrative operations including cash management and wire transfers across entities
  • Oversee entity insurance
  • Ensure accurate and timely monthly, quarterly, and annual financial reporting



  • Bachelor’s degree in accounting or finance required
  • CPA required
  • 8-15 years of experience with financial and tax planning
  • Previous experience at a family office preferred
  • Proficient in financial analysis, financial modeling, and portfolio planning
  • Knowledge of legal and regulatory requirements related to wealth management and private equity investments



Salary Range: 





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