Family Office Senior Accountant

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 Senior Accountant. The Senior Accountant is responsible for providing accounting services, preparing financial statements and performing various administrative and financial services for a high net worth individual with multiple business ventures and family trusts (“Trusts”). This position serves as a trusted financial partner and will provide support and assistance to investment, legal and tax advisors of the Family and Trusts. The ideal candidate is willing to work diligently, has relevant work experience, strong understanding of accounting, is discreet, and highly organized, with experience in accounting and financial reporting, providing administrative services and support for various entity types. The position requires maintaining a personal presence and residence in Bozeman, Montana.

Qualifications

• Bachelor’s degree in Accounting, Business, Finance, or related field required.
• 5 years progressive responsibility in the accounting field, including providing multiple accounting services, preparing financial statements, and performing various administrative and financial services.
• History of processing, reviewing and paying invoices and various expenditures accurately and on time.
• Experience and solid understanding of Quick Books, Excel, Word.
• Experience with providing support and assistance to investment, legal and tax advisors preferred.
• Exceptional discretion and trustworthiness: The role requires handling highly confidential financial and personal information with the utmost privacy.
• Needs to be a “Hands-on” accountant who is a problem solver, detail-oriented and focused on practical solutions to issues.
• Proven ability to work in a fast-paced, confidential environment
• Superior analytical and problem-solving skills with demonstrated ability to provide creative solutions to real-time challenges.
• Excellent communication skills, with ability to interact well with colleagues, family members, and others
• High integrity, professionalism, and discretion are essential.
  
  

Responsibilities

• Provide daily and monthly accounting and financial reporting services for multiple business ventures and family trusts.
• Process all bills and other common expenditures and ensure that all are paid accurately and on time.
• Prepare business financial statements and consolidating various entities.
• Maintain accurate reporting of assets, liabilities.
• Trust administration coordination: Provide information and assist lawyers, accountants, and investment advisors with various tasks.
• If appropriate, draft documents for the various entities and their affiliated companies, including maintaining corporate records for these entities.
• Coordinate with tax and investment advisors
• Maintain family member records (e.g., insurance records, family entity organization documents, minutes and other business documents, other critical documents)
• Family document preparation or review such as leases, employment documents for household employees, major contracts for purchases of homes, planes, home renovations/construction, third-party financing, event contracts and similar
• Maintain accurate documentation for Trust accounts, various entities, and gifting strategies.
• Maintain a high level of privacy and security in all financial matters.
  
  

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