Wealth Manager for a High-Net-Worth Family Office
About The Position
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.
Requirements
- Bachelor's degree in Accounting, Business, Finance, or related field required
- 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
- Excellent communication, analytical thinking, financial modeling, and strategic planning skills
- Collaborative and capable of working with multiple professionals concurrently
Nice To Haves
- MBA, CPA, CFP, CFA 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
Responsibilities
- Overseeing financial, legal, tax and administrative affairs of a high-net-worth Family and their multiple business ventures and family trusts
- Assisting with the oversight of personal, business and Trusts financial matters
- Providing accounting and tax services
- Preparing business and personal financial statements
- Preparing quarterly tax estimates
- Serving as primary contact and coordinate with legal, tax and investment advisors to formulate tax strategies and prepare income tax returns
- Reviewing strategic investments
- Assisting with long-term wealth planning
- Coordinating with attorneys for estate planning and Trust management, which includes providing administrative services for the Trusts
- Coordinating with attorneys, CPAs, bankers, investment advisors, and insurance professionals to maximize financial performance, mitigate risk, and preserve intergenerational wealth
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Industry
Construction of Buildings
Number of Employees
501-1,000 employees
