DHG Search

Chief Financial Officer

DHG - Savannah, GA

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 An entrepreneurial company seeks an experienced CPA in tax and audit to oversee the family office, which includes a well-established family company. Responsibilities would include tax planning, tax preparation, managing the relationship with the tax return preparing firm and developing tax strategy. Manage a diverse portfolio of financial investments. Monitor the family financial and estate plan. Oversee preparation of financial statements for several operating investments. 


  • Work with all departments to prepare, execute and monitor the company budget
  • Develop a proactive monitoring process that includes implementing KPI/metrics and variance reporting
  • Financial modeling and statement preparation of the existing company & future acquisitions, cash and asset financial management
  • Provide cost analysis and review options to drive business operations and efficiency
  • Recommend and implement necessary upgrades in financial management with billing, payables and reporting
  • Managing the company audit
  • Monitoring the company 401K plan
  • Financial modeling of the existing company and future acquisitions
  • Reviewing and recommending capital options for acquisitions
  • If required, prepare and support investor and/or capital fundraising efforts
  • Compiling, completing forms and submitting all tax documents for filing
  • Managing the relationship and results with the tax firm
  • Developing tax strategy for all related businesses
  • Establishing and maintain business banking relationships
  • Monitor the family financial and estate plan
  • Oversee preparation of financial statements for several operating companies. Lead, review and sign off on any reports due to governmental agencies, third party firms, etc. for the company
  • Support CEO & COO with special projects as assigned.
  • Perform other job-related duties as required.


  • Bachelor’s degree in Accounting and Certified Public Accountant (CPA) certification required.
  • Experience in complex tax planning and preparation that includes estate planning required.
  • Certified Financial Planner designation is preferred.
  • Experience in capital fund raising is a plus.
  • 5-10 years' experience in similar role or related background/experience required.

Posted On: Tuesday, February 1, 2022

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