Family Office Senior Accountant

Job description

Experience Required

nNone

nMinimum Education Required

nBachelor's Degree

nCompensation

n$ / yearly

nHours Per Week

n40

nNumber Of Positions

n1

nJob Description

nFamily Office Senior Accountant

nJob Locations

nUS-MT-Bozeman

nID # of Openings 1 Category Accounting/Finance

nOverview

nThe 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.

nQualifications

nBachelor's degree in Accounting, Business, Finance, or related field required.

n5+ years progressive responsibility in the accounting field, including providing multiple accounting services, preparing financial statements, and performing various administrative and financial services.

nHistory of processing, reviewing and paying invoices and various expenditures accurately and on time.

nExperience and solid understanding of Quick Books, Excel, Word.

nExperience with providing support and assistance to investment, legal and tax advisors preferred.

nExceptional discretion and trustworthiness: The role requires handling highly confidential financial and personal information with the utmost privacy.

nNeeds to be a "Hands-on" accountant who is a problem solver, detail-oriented and focused on practical solutions to issues.

nProven ability to work in a fast-paced, confidential environment

nSuperior analytical and problem-solving skills with demonstrated ability to provide creative solutions to real-time challenges.

nExcellent communication skills, with ability to interact well with colleagues, family members, and others

nHigh integrity, professionalism, and discretion are essential.

nResponsibilities

nProvide daily and monthly accounting and financial reporting services for multiple business ventures and family trusts.

nProcess all bills and other common expenditures and ensure that all are paid accurately and on time.

nPrepare business financial statements and consolidating various entities.

nMaintain accurate reporting of assets, liabilities.

nTrust administration coordination: Provide information and assist lawyers, accountants, and investment advisors with various tasks.

nIf appropriate, draft documents for the various entities and their affiliated companies, including maintaining corporate records for these entities.

nCoordinate with tax and investment advisors

nMaintain family member records (e.g., insurance records, family entity organization documents, minutes and other business documents, other critical documents)

nFamily 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

nMaintain accurate documentation for Trust accounts, various entities, and gifting strategies.

nMaintain a high level of privacy and security in all financial matters.

nEOE, E-Verify Employer

nIs this a registered apprenticeship?

nFalse

nPlace of Work

nOn-site

nRequisition ID

n nJob Type

nFull Time

Worksite address

bozeman, MT, 59772, US

Who can apply

Review the original listing for work authorization, qualifications and employer requirements.