Family Office CPA

TGG

CPA managing financial operations, overseeing tax and accounting for a high-net-worth family office. Collaborates with ownership on strategic financial initiatives in a remote setting.

Posted 7/10/2026full-timeRemote • California • 🇺🇸 United StatesMid-LevelSenior💰 $140,000 - $180,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing accounting, bookkeeping, and tax preparation for multiple entities, with a strong focus on financial analysis and strategic decision-making. Proficient in maintaining accurate financial records and enhancing operational efficiencies through process improvements and automation.

Highest-signal resume keywords

Active CPA LicenseTax Return PreparationFull-Cycle AccountingFinancial Statement AnalysisPublic Accounting Experience

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

BookkeepingTax PreparationFinancial AnalysisAccounting OperationsInvestment TransactionsLendingBanking RelationshipsProcess ImprovementAutomationComplex Ownership Structures

Soft Skills

Exceptional CommunicationRelationship-BuildingOrganizational SkillsProactive AttitudeAutonomy

Certifications & Qualifications

CPA License

Industry Keywords

High-Net-Worth IndividualsFamily OfficesPrivate InvestmentsClosely Held BusinessesPublic AccountingPrivate Industry

About the role

Key responsibilities & impact

Manage accounting, bookkeeping, and tax preparation across multiple entities
Prepare and review federal and state tax returns for complex ownership structures
Maintain accurate financial records and oversee day-to-day accounting operations
Coordinate banking relationships, financing activities, and lender communications
Support investment analysis and financial decision-making across various business entities
Partner directly with ownership on strategic financial initiatives
Identify opportunities to improve processes, leverage automation, and drive operational efficiencies
Operate as the internal accounting and tax expert within a fast-moving organization

Requirements

What you’ll need

Active CPA license required - CA, TX preferred
Proven experience preparing and filing business and individual tax returns
Strong bookkeeping and full-cycle accounting experience
Experience supporting multiple entities, holding companies, or complex ownership structures
Exposure to high-net-worth individuals, family offices, private investments, or closely held businesses
Public accounting experience combined with private industry experience is highly preferred
Strong understanding of financial statements, lending, banking, and investment transactions
Exceptional communication and relationship-building skills
Self-starter who is organized, proactive, and thrives with autonomy
Someone who is polished, sharp, scrappy, and enjoys wearing multiple hats.

Benefits

Comp & perks

100% Remote
Competitive compensation with flexibility for the right individual
Long-term career opportunity with substantial growth potential