Family Office Director

Overview

The Family Office of a high-net-worth family and their multiple business ventures and family trusts (\"Trusts\") located in Bozeman, Montana is seeking a Family Office Director. The Family Office Director serves as the central hub for overseeing financial, legal, tax and administrative affairs of the high-net-worth family and their multiple business ventures and family trusts (\"Trusts\"). The Director will assist with oversight of the financial matters for personal, business and Trusts and perform many tasks including providing accounting and tax services, preparing/assisting with business and personal financial statements, quarterly tax estimates, serving as primary contact and coordinating with legal and tax advisors to formulate tax strategies, reviewing strategic investments, assisting with long‑term wealth planning, coordinating with attorneys for estate planning and Trust management, maintaining estate plans, Trusts, and family legacy structures and ensuring tax efficiency and compliance with regulations, and coordinating complex estate planning matters, and providing administrative services for the Trusts.

This position serves as a trusted financial partner, collaborating with attorneys, CPAs, bankers, investment advisors, and insurance professionals to coordinate Trust administration, maximize financial performance, mitigate risk, preserve intergenerational wealth, and execute a comprehensive long‑term wealth preservation and growth strategy, providing support for intergenerational wealth planning and family governance strategy. 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 and trust matters, providing administrative services and support for various entity types including family Trusts, investment analysis (including making investment recommendations), and wealth planning for high-net-worth individuals. The position requires maintaining a personal presence and residence in Bozeman, Montana.

Qualifications

• Bachelor's degree in Accounting, Business, Finance, or related field required; MBA, CPA, CFP, CFA preferred.
• 8+ years of progressive experience in accounting, financial preparation and reporting, wealth management, high-net-worth family office, or corporate finance.
• Strong business acumen and investment sense; strategic thinker.
• Exceptional discretion and trustworthiness: handling highly confidential financial and personal information with the utmost privacy.
• Will work closely with a family senior accountant.
• Preferred: Experience in income tax, wealth management, estate and trust administration, legal, family office.
• Preferred: Knowledge of trust structures, estate planning and tax strategy, investment portfolio strategy and analysis.
• Preferred: Knowledge of legal and contractual issues.
• Preferred: Ability to evaluate and conduct due diligence on investment opportunities (real estate, private businesses, venture, etc.).
• Proven ability to work in a fast‑paced, confidential environment supporting high-net-worth individuals or executives or corporate finance.
• Excellent communication, analytical thinking, financial modeling, and strategic planning skills.
• High integrity, professionalism, and discretion are essential.
• Collaborative and capable of working with multiple professionals.

Equal Opportunity Employer Veterans/Disabled, E-Verify Employer

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