Cheif Financial Officer - Fulltime in Richardson

A privately held small business office with diversified investment and operating interests is seeking an accomplished Chief Financial Officer to lead its financial, accounting, and operational infrastructure. This organization manages a complex portfolio that includes private investments, operating businesses, trust and estate structures, and philanthropic entities.

The CFO will serve as both a senior strategic advisor to ownership and a hands‑on leader of the office. This is a highly visible, relationship‑driven role requiring discretion, technical depth, and the ability to navigate complex financial and stakeholder relationships across a closely held enterprise.

This position is ideal for an executive with experience in small business ownership environments, wealth management, trust and estate administration, or sophisticated private investment structures.

The CFO will provide financial leadership and operational oversight to ensure the small business’s financial, investment, and reporting needs are met with precision, transparency, and integrity. The role blends strategic planning, investment coordination, accounting oversight, tax management, and team leadership in a “player‑coach” environment.

The CFO will partner closely with ownership and leadership—some of whom also lead operating companies or investment vehicles—along with long‑standing external advisors and fund managers.

• Partner with ownership to establish and execute financial and operational priorities for the small business office.
• Translate complex investment, tax, and estate planning strategies into clear, practical guidance for business stakeholders.
• Develop and implement a business plan that aligns daily operations with long‑term ownership objectives.
• Serve as a trusted financial advisor to business principals.
• Act as the primary point of contact for investment managers, private equity partners, and external financial advisors.
• Oversee relationships with public market advisors, fund managers, tax professionals, attorneys, and other service providers.
• Coordinate among advisors to ensure strategies are aligned and executed efficiently.
• Monitor performance, fees, agreements, and compliance across all external relationships.

• Oversee all accounting, financial reporting, and cash management across the small business’s operating entities, trusts, foundations, and investment vehicles.
• Manage daily liquidity, approvals, and funding through custodial and banking platforms.
• Produce and maintain financial statements, dashboards, and customized reporting for ownership and business entities.
• Ensure accurate reconciliation between accounting records and tax filings, including K‑1s, returns, and supporting schedules.
• Maintain records supporting tax planning, estimated payments, and long‑term wealth and asset management strategies.

• Coordinate tax compliance and reporting across complex business entities and trust structures.
• Work closely with external tax advisors to support estate planning, wealth transfer, and investment structuring.
• Maintain a holistic understanding of how all entities interact from a tax, planning, and reporting standpoint.
• Provide financial oversight and administrative support for business‑owned real estate transactions and major asset purchases.
• Supervise third‑party managers responsible for company‑owned properties and special assets.
• Lead and develop a small, high‑performing small business office team.
• Hire, coach, and evaluate staff while fostering a culture of professionalism, discretion, and collaboration.
• Implement and maintain internal controls, workflows, and operating procedures.
• Oversee financial systems, reporting platforms, and document management tools.
• Ensure compliance with all regulatory, fiduciary, and record‑keeping requirements.

• Bachelor’s degree in accounting, Finance, Economics, or related field with relevant certifications (CPA or equivalent).
• Minimum of 15 years of experience, preferably in the family office/wealth management industry, combined with demonstrated skills and experience in providing quality operational, administrative, and financial management services to individuals, trusts, and foundations.
• Strong work experience in the wealth management industry, with broad exposure and understanding of tax, legal, estate and/or financial planning.