Senior Accountant, Family Office & Trusts

Barnard; Montana; On-site; USD 60,000 - 80,000; Full time

Job summary

A high-net-worth family office located in Bozeman, Montana is seeking a Senior Accountant. This role involves providing comprehensive accounting services, preparing financial statements, and offering support to investment, legal, and tax advisors. The ideal candidate will have at least 5 years of experience in accounting, excellent analytical skills, and the ability to handle confidential information with great discretion. A Bachelor's degree in a related field is required, along with proficiency in QuickBooks and Excel.

Qualifications

• 5+ years of progressive responsibility in the accounting field.
• Experience processing, reviewing, and paying invoices accurately.
• Proven ability to work in a fast-paced, confidential environment.

Responsibilities

• Provide daily and monthly accounting and financial reporting services.
• Process all bills and other common expenditures accurately.
• Prepare business financial statements and consolidate various entities.

Skills

Detail-oriented

Analytical skills

Communication skills

Discretion and trustworthiness

Problem-solving

Education

Bachelor’s degree in Accounting, Business, Finance, or related field

Tools

QuickBooks

Excel

Word

Job description

A high-net-worth family office located in Bozeman, Montana is seeking a Senior Accountant. This role involves providing comprehensive accounting services, preparing financial statements, and offering support to investment, legal, and tax advisors. The ideal candidate will have at least 5 years of experience in accounting, excellent analytical skills, and the ability to handle confidential information with great discretion. A Bachelor's degree in a related field is required, along with proficiency in QuickBooks and Excel.