Elite Staffing Role
Family Office CPA
Certified public accountant embedded in the family office. Owns entity accounting, cash management and reporting.
Compensation is discussed privately with retained clients and is not published here.
Responsibilities
What the role owns.
- Entity-level accounting and consolidations
- Cash management, treasury and reporting
- Coordination with external tax and audit firms
- Internal controls and reporting to the principal
Typical qualifications
What we look for.
- CPA (or equivalent international credential)
- 7+ years in family office, HNW tax or private banking
- Fluency with entity structures, K-1s and trust accounting
- Confidentiality and precision
Hiring process
A retained, human-approved search.
- Intake with the family office or Chief of Staff
- Technical interviews and reference verification
- Human-approved shortlist
- Placement and onboarding
Confidentiality
Held in strict confidence.
Handled at a family-office standard of confidentiality.
Valmore evaluates candidates only on lawful, job-related factors. AI may organize evidence, but a human partner signs off on every introduction — never the algorithm.
Begin the conversation.
Every Family Office CPA search is retained, single-firm and NDA-protected.