Family Office Senior Accountant
Bozeman, MTFull-timeSeen 1mo agoSeen in employer's feed 3 days ago
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At a glance
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Requirements
Credentials this posting asks for.
Job overview
The Family Office of a high‑net‑worth family in Bozeman, Montana seeks a Senior Accountant to provide accounting services, prepare financial statements, and perform administrative and financial tasks for multiple business ventures and family trusts, supporting investment, legal and tax advisors while maintaining a personal presence in the area.
Skills & qualifications
Skills
Qualifications
Full job description
Experience Required
None
Minimum Education Required
Bachelor's Degree
Compensation
$ / yearly
Hours Per Week
40
Number Of Positions
1
Job Description
Family Office Senior Accountant
Job Locations
US-MT-Bozeman
ID 2026-1603 # of Openings 1 Category Accounting/Finance
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.
EOE, E-Verify Employer
Is this a registered apprenticeship?
False
Place of Work
On-site
Requisition ID
2026-1603
Job Type
Full Time
How this job compares
Set against the 568 open Senior Accountant jobs on Olive Jobs, counted November 1, 2026.
- Pay
- This postingNot listed
- US median$85–115K/yr224 salary ranges
- US median$40–48/hr27 hourly ranges
- Openings
- Olive Jobs lists 568 open Senior Accountant jobs across the US. 7% of them nationwide are listed as remote or flexible.
- Hiring the most across the US
- Robert Half Finance & Accounting164 open
- Robert Half Accountemps42 open
- Wipfli Advisory LLC24 open
- Experience
- This posting asks for at least 5 years of experience; Senior Accountant postings that state a minimum ask for 4 years at the median (491 postings).
- Education
- This posting asks for a bachelor's degree; 398 of the 568 open Senior Accountant jobs (70%) ask for a bachelor's degree or higher.
Counted across the open, public US postings on Olive Jobs on November 1, 2026. Pay medians are the middle values of the low ends and of the high ends of postings that list both ends of a range in the same cadence (a yearly salary or an hourly rate); a range's midpoint is halfway between its ends. Pay and experience figures resting on fewer than 20 postings are left out.
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