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Wealth Manager for a High-Net-Worth Family Office
BarnardOversee financial, tax, legal and admin affairs for a high‑net‑worth family and trusts.
Bozeman, MT
12 hours ago
Office Full-Time
data confidentiality
privacy management
5+ years
financial modeling
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Audit financial statements for tech clients, ensure compliance, and train staff.
Missoula, MT
6 days ago
Hybrid
issue research
control testing
financial audit
accounting exp
bachelor's
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Audit financial statements and provide assurance for technology industry clients.
Billings, MT
6 days ago
Hybrid
audit testing
risk assessment
financial audits
cpa
bachelor's
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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
23 days ago
Office Full-Time
confidential data
privacy management
data security
cpa
cfa
PEOPLE ALSO SEARCHED FOR:
Accounting Internship-Summer 2027
WipfliAccounting intern supporting tax and/or audit engagements with client data analysis and reporting.
Missoula, MT
25 days ago
Office Full-Time
tax returns
audit testing
financial statements
cpa eligibility
data analytics
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Manage audit engagements for tribal industry clients, overseeing teams and compliance.
United States
NaNy
Remote
audit management
team leadership
risk assessment
cpa
bachelor's
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Manage tax compliance engagements, supervise staff, and act as primary client contact.
Billings, Montana, United States | Bozeman, Montana, United States | Helena, Montana, United States | Kalispell, Montana, United States | Missoula, Montana, United States
NaNy
Hybrid
tax compliance
engagement planning
client liaison
cpa
bachelor's
Manage high net worth tax compliance, client relations, and staff supervision.
United States
NaNy
Hybrid
tax compliance
engagement planning
client liaison
bachelor’s
cpa
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