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Chief Financial Officer
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Full-time
- Overview Brooks Capital Management is in search of an experienced finance professional who can provide expert financial guidance and estate planning support for Brooks Capital Management family office, Brooks family businesses, and investment portfolio management.
- Capital MarketsLead capitalization strategies for the family office and related businesses and support execution of those strategies, including equity co-investor recruitment and relationships as well as debt financing and lender relationships.
- Tax and Estate Planning and Preparation: Manage tax function by reviewing tax returns, directing tax research, and working with outside firms as needed.
- Work with Brooks Family Counsel to ensure timely and effective estate planning for all Brooks family units/members.
- Lead the coordination of estate planning for family members and work with outside counsel to accomplish all required legal documents.
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