What are the responsibilities and job description for the Director, Family Office Services position at RecruitHook?
Director, Family Office & Concierge Services | Boca Raton FL | Hybrid | Partner Track
A growing CPA firm in Boca Raton FL is launching a Family Office and Concierge Services division and looking for the person who will build it.
This is a founding role. You'll design the service model, lead the team, and have a clear path to principal or partner economics as the division grows.
You're the right person if:
You're a CPA with 10 years in public accounting or a family office environment. You've worked inside complex structures: trusts, partnerships, family investment vehicles, foundations, multi-entity families. You know what good looks like because you've built it or advised it. And you're ready to stop maintaining someone else's playbook and start writing your own.
What you'll build:
Consolidated reporting, bill pay, cash flow management, entity coordination, and a concierge offering that turns a tax relationship into a decades-long family relationship. You'll hire behind you as the division scales.
The non-negotiables:
Active CPA. Serious HNW or UHNW client experience. Trust, estate, and multi-entity technical depth. A builder's mindset.
Why this is worth your attention:
Real equity economics. Existing client base. No ceiling above you.
If you're a senior manager or director at a regional or national firm who's been waiting for the right move, let's talk.
Salary : $150,000 - $300,000