Bozeman Family Office Director — Wealth, Trusts & Tax

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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