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CFO - Single Family Office!

Company: Trimble & Associates, Inc.
Location: Aspen
Posted on: January 10, 2020

Job Description:

Chief Financial Officer CFO ? Single Family Office! Excellent opportunity to join a single family office located in a beautiful Colorado resort location. This unique role requires a skilled executive. Selected candidate must have a friendly and professional demeanor, significant tax experience and be willing to be involved in the day to day accounting and tax processes. This is an ideal position for a CFO or experienced Controller that has worked in a single or multi-family office. It is also be a great fit for a senior tax manager or tax director in the high-net worth tax or advisory services division of a public accounting firm. Responsibilities of the Family Office CFO

  • Accurate and timely reporting of the books and records for family investments, purchases and operating expenses.?
  • Preparation of investment performance reports, net worth reports, budgeting, investment and expense analysis.?
  • Manage the interactions with banks, fund managers, tax advisors, attorneys and other outside consultants.
  • Implement and maintain financial controls.
  • Assist with administration of family partnerships and trusts.
  • Tax planning, tax spreadsheets and management of tax return preparation by outside tax firm.
  • Research and management of major acquisitions and management of large capital Investments (houses, planes, etc.)
  • Assist with various planning functions including cash flow management, estate and gift planning, cash flow management, and insurance planning.
  • Involved with a variety of human resource functions including recruiting, compensation, benefits, policies and procedures, and determining staffing needs.
  • Management of real estate and personal services
  • Technology support.
  • Other special projects as needed. ? Trimble1

Keywords: Trimble & Associates, Inc., Aspen , CFO - Single Family Office!, Executive , Aspen, Colorado

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