Chief of Staff

We are hiring a Chief of Staff to join a private Family Office and serve as the Principal’s right-hand partner. This role offers a unique blend of executive support, financial oversight, and day-to-day operational leadership across both personal and business matters.

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The right candidate will bring a foundation in public accounting along with strong organizational, communication, and problem-solving skills. This position offers variety, long-term stability, and the opportunity to work closely with a highly successful family office leader.

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Key Responsibilities:

• Partner directly with the Principal to oversee financial, operational, and personal matters.
• Provide occasional financial reporting and accounting support.
• Manage scheduling, projects, and external relationships with advisors and partners.
• Serve as the central point of coordination for legal, tax, investment, and real estate matters.
• Handle confidential information with the highest degree of discretion.
• Adapt to changing priorities and handle a wide variety of day-to-day responsibilities.

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Qualifications:

• Bachelor’s degree in Accounting, Finance, or a related field.
• Prior public accounting experience required (Big 4 or national firm experience preferred).
• 5+ years of experience in roles requiring discretion, autonomy, and organizational leadership.
• Strong financial acumen and familiarity with financial statements and reports.
• Prior experience supporting executives or high-net-worth individuals is strongly preferred.
• Proficiency in Microsoft Office; familiarity with QuickBooks or related systems is a plus.