*Job Overview:*
We are seeking an experienced and strategic Chief Financial Officer (CFO) to oversee the financial operations of a multi-generational family office. This dynamic, in-person role is based in Fort Myers, FL, and encompasses leadership in tax strategy, investment management across diverse asset classes, and the administration of philanthropic endeavors. The ideal candidate will have a proven background in finance, with expertise in real estate, investments, and tax planning, coupled with the ability to build trusted relationships with family members and stakeholders.
*Key Responsibilities:*
• Provide financial leadership across a diverse portfolio that includes real estate, private and public equity investments, and family enterprises.
• Refine and optimize financial processes, including wealth management, tax planning, risk mitigation, and compliance.
• Partner with family members to provide tailored financial insights and support long-term decision-making.
• Oversee the administration and strategic management of trusts and philanthropic foundations, working closely with trustees and external advisors.
• Build and lead a high-performing finance team, fostering professional development and collaboration.
*Required Skills:*
• Extensive experience in finance, with a focus on real estate and investment strategies.
• Proficiency in tax planning and regulatory compliance.
• Exceptional leadership and communication skills, with the ability to work closely with a family-oriented team.
• Strong analytical abilities and a solutions-driven mindset.
*Qualifications:*
• CPA designation is required.
• Advanced degree in finance, accounting, or a related field is preferred.
• Proven track record in managing real estate portfolios, investment strategies, and complex tax structures.
*Why Join Us?*
As CFO, you’ll play a pivotal role in preserving and growing a legacy of over 50 years. This is an opportunity to lead a dedicated team, influence meaningful financial strategies, and contribute to a dynamic, family-centered culture that values collaboration, integrity, and excellence.
*Location and Work Environment:*
This is an in-person position based in Fort Myers, FL. Candidates must be available to work on-site and engage directly with family members and stakeholders.
*Compensation and Benefits:*
• Highly competitive salary based on experience and expertise.
• Comprehensive benefits package and work-life balance.
• Full-time position, Monday through Friday.
*Company Culture:*
Our family office is built on a foundation of entrepreneurial success, trust, and long-term vision. With interests spanning real estate, investments, and philanthropy, we prioritize innovation and collaboration while fostering a supportive and professional environment.
*How to Apply:*
If you’re an accomplished financial leader looking to make a meaningful impact, we encourage you to apply.
Job Type: Full-time
Benefits:
* 401(k)
* Dental insurance
* Health insurance
* Life insurance
* Paid time off
* Vision insurance
Schedule:
* Monday to Friday
License/Certification:
* CPA (Preferred)
Ability to Commute:
* Fort Myers, FL 33908 (Preferred)
Ability to Relocate:
* Fort Myers, FL 33908: Relocate before starting work (Required)
Work Location: In person