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Wealth Manager for a High-Net-Worth Family Office
BarnardOversee financial, tax, legal, and administrative affairs for a high‑net‑worth family and its trusts.
Bozeman, MT
19 days ago
Office Full-Time
financial reporting
tax preparation
trust administration
cpa
cfa
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Wealth Manager for a High-Net-Worth Family Office
BarnardOversee accounting, tax, trust administration and wealth planning for a high‑net‑worth family.
Bozeman, MT
19 days ago
Office Full-Time
accounting
tax preparation
financial reporting
5+ years
financial modeling
PEOPLE ALSO SEARCHED FOR:
Wealth Manager for a High-Net-Worth Family
BarnardOversee financial, tax, legal, and administrative affairs for a high‑net‑worth family and trusts.
Bozeman, MT
1 months ago
Office Full-Time
data confidentiality
privacy management
information security
investment portfolio
financial modeling