Director / Head of Family Office CFO & Advisory Services

Director / Head of Family Office CFO & Advisory ServicesBergen County, NJ or Boca Raton, FLA growing CPA and advisory firm is seeking a senior-level leader to build and expand its Family Office CFO & Advisory Services practice focused on ultra-high-net-worth individuals, families, entrepreneurs, and privately held businesses.This is a unique opportunity for a relationship-driven finance executive to help create and lead a high-touch advisory platform serving affluent clients with complex financial, operational, and strategic needs. The role can be structured at the Director, Managing Director, Partner, or Practice Leader level depending on experience and book of business.The ideal candidate is not just a technical accountant or tax professional. We are seeking a trusted advisor and operator with strong client-facing capabilities, family office experience, and the ability to act as a strategic “quarterback” for sophisticated clients.Key ResponsibilitiesBuild and lead the Family Office CFO & Advisory Services divisionServe as the lead advisor to high-net-worth individuals, family offices, entrepreneurs, and privately held companiesOversee financial reporting, cash flow management, budgeting, forecasting, and strategic planning for clientsCoordinate with tax, estate, legal, insurance, investment, and banking professionalsProvide concierge-style advisory support across complex multi-entity structuresAdvise clients on liquidity events, business operations, family governance, and wealth preservation strategiesDevelop scalable processes, service offerings, and operational infrastructure for the practiceParticipate in business development, networking, and relationship management initiativesMentor and grow future team members within the departmentIdeal BackgroundCPA strongly preferred10+ years of experience within family office services, outsourced CFO advisory, public accounting advisory, private client services, or multi-family office environmentsExperience working directly with ultra-high-net-worth clients and complex entity structuresStrong understanding of financial operations, tax coordination, trust and estate planning concepts, and private wealth environmentsRelationship-oriented with exceptional communication and client management skillsEntrepreneurial mindset with the ability to help build and scale a practiceExperience leading teams or managing client service functions preferredPreferred Experience FromMulti-family officesBoutique family office advisory firmsPublic accounting firms with family office/private client groupsOutsourced CFO and advisory platformsPrivate investment offices and UHNW service organizations