[Remote] Chief Financial Officer
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
Company Overview