About this opportunity
Landing Point lists this Senior Associate, Family Office (Investments & Tax) opportunity in boston, Massachusetts. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Company Overview:
A multi-strategy investment firm seeking a family office CFO to manage the principal's personal financial affairs. This role involves technical accounting, tax expertise, and investment oversight.
Ideal candidates will pair strong financial acumen with a creative, solutions-oriented approach to integrating AI and automation into day-to-day operations. This includes identifying opportunities to implement tools, redesign processes, and build more efficient systems that elevate the capabilities of a modern, tech-enabled family office.
Job Responsibilities:
Maintain comprehensive records of personal investments, including hedge funds, private equity, venture capital, and real estate.
Track capital commitments, distributions, and performance metrics across investments.
Coordinate and review annual K-1s and partnership statements.
Manage relationships with wealth managers, brokers, and custodians.
Support due diligence and financial analysis on new investment opportunities.
Manage bookkeeping for personal real estate holdings and process property-related expenses.
Serve as the primary liaison with external tax advisors and support annual tax planning and compliance.
Oversee the structure and administration of trusts, LLCs, and other entities.
Prepare periodic consolidated financial reports and maintain accurate ledgers.
Provide analytical support in evaluating and structuring new investments.
Qualifications:
Bachelor’s degree in accounting, finance, or related field (CPA strongly preferred).
2–10 years of experience in accounting, tax, or family office settings.
Deep understanding of partnership accounting, K-1s, and high-net-worth tax planning.
Experience with multiple investment types (hedge funds, PE/VC, real estate).
Strong proficiency with Excel, QuickBooks, or equivalent financial management software.
Compensation:
Salary:
$150,000 - $200,000
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Worksite address
boston, MA, 02298, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.