Description

The Family Wealth Manager serves as the central hub for overseeing the financial, legal, tax, and administrative affairs of a high‑net‑worth family and their multiple business ventures and family trusts in Bozeman, Montana. The role combines personal, business, and trust financial oversight, requiring coordination with attorneys, CPAs, bankers, investment advisors, and insurance professionals to maximize performance, mitigate risk, and preserve intergenerational wealth.

Key responsibilities include providing accounting and tax services, preparing business and personal financial statements and quarterly tax estimates, serving as the primary contact for legal, tax, and investment advisors, formulating tax strategies, preparing income tax returns, reviewing strategic investments, and assisting with long‑term wealth and estate planning. The manager also delivers administrative services for trusts and conducts investment analysis to make recommendations.

• Provide accounting, tax services, and prepare financial statements and quarterly tax estimates.
• Serve as primary liaison with legal, tax, and investment advisors to develop tax strategies and file income tax returns.
• Review strategic investments and conduct investment analysis to offer recommendations.
• Assist with long‑term wealth planning, estate planning, and trust administration.
• Coordinate with attorneys, CPAs, bankers, and insurance professionals to maximize performance and mitigate risk.
• Manage administrative services for multiple family trusts.
• Maintain high integrity handling confidential financial and personal information.
• Collaborate effectively with multiple professionals in a fast‑paced, confidential environment.

Requirements

Ideal candidates hold a bachelor's degree in accounting, business, finance, or a related field (MBA, CPA, CFP, CFA preferred), possess at least five years of progressive experience in accounting, tax, wealth management, or corporate finance, and demonstrate strong business acumen, strategic thinking, and the ability to handle highly confidential information with professionalism. Excellent communication, analytical, financial modeling, and collaborative skills are required.

• Hold a bachelor’s degree in accounting, business, finance, or related field; MBA, CPA, CFP, or CFA preferred.
• Bring 5+ years of experience in accounting, financial reporting, tax, wealth management, or corporate finance.
• Demonstrate strong business acumen, investment sense, and strategic thinking.
• Exhibit excellent communication, analytical, financial modeling, and strategic planning abilities.

Benefits

Training + Development

Interview process

Visa Sponsorship

Security clearance