• CFO at Single Family Office

    Robert Half Finance & Accounting (Mill Valley, CA)


    Description

    Michelle Espejo with Robert Half Financial Services is recruiting a CFO for a private, mission-driven family office. This full-time, permanent role is based in Marin County with a hybrid schedule.

     

    The family is known for their philanthropic leadership, civic involvement, and strong commitment to the community. Their office offers a warm, collaborative culture with a healthy work-life balance and a deep appreciation for each team member's contributions.

     

    This is a rare opportunity to join at a key moment. The office is bringing financial and tax operations in-house after years of outsourcing and is seeking a hands-on Controller to help build and lead this next chapter. You’ll play a central role in shaping internal systems, driving financial strategy, and making a long-term impact in a highly trusted environment.

    Responsibilities:

    + Oversee all internal financial operations, including accounting, bill pay, banking, and tax functions across entities and households.

    + Design and implement efficient systems and workflows to support future growth.

    + Manage bill payments and cash flow while maintaining strong relationships with vendors and service providers.

    + Prepare financial statements, track budgets, and deliver clear reporting to support family decision-making.

    + Manage tax planning and compliance—individual, trust, and partnership filings included.

    + Maintain insurance coverage, oversee renewals, and keep entity/legal documentation up to date.

    + Partner closely with the Family Office President on daily priorities and key initiatives.

    *Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.

    Requirements

    + 10+ years of family office experience

    + Strong tax background & CPA preferred

    + ideally experience running A-Z of finance and accounting for a startup office

    + Strong knowledge of accounting and tax for high-net-worth individuals and multiple entities.

    + Experience working with outside advisors, tax preparers, household staff, and legal teams.

    + Organized, trustworthy, detail-focused, and able to manage multiple priorities.

    + Proactive and service-oriented with excellent communication skills.

     

    Interested or even just curious? Reach out to Michelle Espejo via LinkedIn or email for fastest consideration. I recruit for similar roles and am happy to connect, whether you're actively looking or open to hearing about what’s out there.

     

    Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

     

    Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

     

    All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

     

    • 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .