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Wealth Manager for a High-Net-Worth Family Office
BarnardOversee financial, tax, legal and trust affairs for a high‑net‑worth family office.
Bozeman, MT
22 days ago
Office Full-Time
confidential data
privacy management
data security
cpa
cfa
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Assist tax team with accounting, compliance, research, and return preparation.
United States
NaNy
Hybrid
tax accounting
compliance
financial analysis
finance
accounting
PEOPLE ALSO SEARCHED FOR:
Perform tax return reviews, research issues, and support client engagements for various industries.
United States
NaNy
Office Full-Time
tax returns
partnership allocation
fund structures
bachelor's
cpa