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CFO – Single Family Office!

Company: Trimble & Associates, Inc.
Location: Aspen
Posted on: February 6, 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. Trimble2

Keywords: Trimble & Associates, Inc., Aspen , CFO – Single Family Office!, Other , Aspen, Colorado

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