Wealth Manager for a High-Net-Worth Family

Family Wealth Manager

The Family Wealth Manager serves as the central hub for overseeing financial, legal, tax, and administrative affairs of a high-net-worth family and their multiple business ventures and family trusts ("Trusts") located in Bozeman, Montana. The Manager will assist with the oversight of personal, business, and Trusts financial matters and will perform many tasks including providing accounting and tax services, preparing business and personal financial statements, quarterly tax estimates, serve as primary contact and coordinate with legal, tax, and investment advisors to formulate tax strategies and prepare income tax returns, review strategic investments, assist with long-term wealth planning, and coordinating with attorneys for estate planning and Trust management, which includes providing administrative services for the Trusts. This position also serves as a trusted financial partner, coordinating with attorneys, CPAs, bankers, investment advisors, and insurance professionals to maximize financial performance, mitigate risk, and preserve intergenerational wealth. The ideal candidate is willing to work diligently, has a strong financial acumen, is strategic, discreet, and highly organized, with experience in accounting and financial reporting, income taxes, estate planning and trust matters, providing administrative services for various entity types including family Trusts, performing investment analysis which includes making investment recommendations, and wealth planning for a high-net-worth Family.

Qualifications

Bachelor's degree in Accounting, Business, Finance, or related field required; MBA, CPA, CFP, CFA preferred.

5+ years of progressive experience in accounting and financial preparation and reporting, income tax, wealth management, investment advisory, high-net-worth family office, or corporate finance.

Strong business acumen and investment sense, strategic thinker.

The role requires handling highly confidential financial and personal information with high integrity, professionalism, and the utmost privacy.

Preferred : Strong knowledge of investment portfolio strategy and analysis, trust structures, estate planning, private equity, and tax strategy, ability to provide investment recommendations.

Proven ability to work in a fast-paced, confidential environment supporting high-net-worth individuals or executives.

Excellent communication, analytical thinking, financial modeling, and strategic planning skills.

Collaborative and capable of working with multiple professionals concurrently.

Equal Opportunity Employer Veterans / Disabled, E-Verify Employer