The Hire Solution Texas · 3 weeks ago
Cheif Financial Officer - Fulltime Role in Richardson!!
Richardson, TX, US
Full-time
Onsite
Director/Executive
15+ years expThe Hire Solution Texas is a privately held small business office seeking an accomplished Chief Financial Officer to lead its financial, accounting, and operational infrastructure. The CFO will provide financial leadership and operational oversight, ensuring that the business's financial, investment, and reporting needs are met with precision and integrity.
ConsultingEmploymentRecruiting
Responsibilities
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
Qualification
Required
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
Company
The Hire Solution Texas
The Hire Solution is a Texas based staffing firm that focuses on professional recruiting and placement in the following industries: Accounting, Finance, Administrative, Human Resources, Non Profit, Legal, and other skill sets.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
John Evans
Business Owner & CEO
Company data provided by crunchbase