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 a high-net-worth family and their multiple business ventures and family trusts (“Trusts”). The Director will assist with the oversight of the financial matters for personal, business and Trusts and will perform many tasks including providing accounting and tax services, prepare/assist with business and personal financial statements, quarterly tax estimates, serve as primary contact and coordinate with legal and tax advisors to formulate tax strategies, review strategic investments, assist with long-term wealth planning, coordinating with attorneys for estate planning and Trust management, maintain estate plans, Trusts, and family legacy structures and ensure tax efficiency, compliance with regulations, and coordination of complex estate planning matters, and provide 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, execute a comprehensive long-term wealth preservation and growth strategy, provide 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, which includes 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: The role requires handling highly confidential financial and personal information with the utmost privacy.
- This position 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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Barnard Construction Company
Barnard is different from other construction companies in many ways, some small and some substantial. Like all construction companies, we strive to deliver quality, on time, under-budget projects that include terrific environmental stewardship and community relations. We are different in the way we execute our work and achieve these goals.
For starters, we are organized around one Home Office and we rely on our people as our greatest asset and resource in all aspects of our business. We started small, first one man, then one team, and we found we liked the team approach to construction. Consequently, we don’t have satellite offices or regional headquarters that compete for business or spread our resources thin. We have the Home Office based in beautiful Bozeman, Montana, where the business began. This means that if someone on a project in British Columbia has a question, he or she calls the same number that someone in upstate New York calls for an answer. Field staff can be sure that they reach the people they need for support, assistance or some well-deserved kudos. If a question requires more than one person’s answer, we can walk down the hallway, hold an impromptu meeting and work out a solution or answer without the effort becoming a scheduling event. This efficient communication and access to management is key to Barnard’s people and to our culture. In fact, our entire Executive Management meets monthly with our Department Heads to connect and keep everyone involved in the big picture as well as the individual projects and bids that we have in the works.
We also stand out among our competitors in our practice of pairing a Field Supervisor with a Project Engineer to form a “team” that is strong in office and field skills. This eliminates the problem of not knowing who to ask for a material order or not understanding if the schedule is being met. It creates a culture of accountability. Our Superintendents and Project Managers are paired as well. This splits responsibilities while also having a peer with whom to consider options and problem-solve.
As a job winds down, key project staff members are cycled back to the Home Office to estimate upcoming work. When the work is awarded, that bid team mobilizes to the project and performs the work. The knowledge that is gained from being involved in a project from the estimate to project completion is invaluable.
We believe that the more we empower our people, the better off we’ll be. After all, we are People building for People.
100 to 499 employees
Construction - Industrial Facilities and Infrastructure
http://www.barnard-inc.com/