About this opportunity
Barnard Construction Company, Inc. lists this Bozeman Family Office Director — Wealth, Trusts & Tax opportunity in bozeman, Montana. Review the employer’s description below for duties, qualifications and application requirements.
Job description
A financial services firm located in Bozeman, Montana is seeking a Family Office Director to oversee the financial, legal, tax, and administrative affairs of a high-net-worth family. The role demands 8+ years of experience in accounting or wealth management, discretion for handling confidential information, and strong analytical skills. The ideal candidate will collaborate with various professionals to coordinate Trust administration and ensure compliance with regulations. A suitable candidate must maintain a personal presence in Bozeman and have a proven track record in financial reporting and strategic planning.
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Worksite address
bozeman, MT, 59772, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.