BGSF is representing a family office based in the Dallas/Fort Worth area seeking to hire Head of Family Office.
Role will support the founding member's financial affairs to involve financial reporting and strategy, tax and estate planning, investment management, compliance, and risk management.
QUALIFICATIONS:
Bachelor’s degree in accounting, economics, or a related field
CPA or JD required
Solid experience within a family office or private wealth management firm
Extensive understanding of financial, tax and estate planning
Critical thinking skills and proven ability to develop successful financial strategies
Competitive compensation package (base/bonus/benefits) + hybrid work model!
Seniority level
Director
Employment type
Full-time
Job function
Accounting/Auditing
Industries
Financial Services
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