Senior Family Office Accountant & Trust Specialist

Barnard Construction; Bozeman (MT); On-site; USD 70,000 - 90,000; Full time

Job summary

Barnard Construction is seeking a Senior Accountant for their Family Office in Bozeman, Montana. The successful candidate will provide essential accounting services and prepare financial statements for high-net-worth individuals and their family trusts.

This role demands strong integrity, discretion, and excellent problem-solving skills, coupled with significant experience in accounting and financial reporting. The position includes a hands-on approach to managing various financial tasks while maintaining confidentiality and a personal presence in Bozeman.

Qualifications

• 5+ years of progressive responsibility in accounting.
• History of processing and paying invoices accurately.
• Exceptional discretion in handling confidential information.

Responsibilities

• Provide daily and monthly accounting services.
• Process and ensure timely payment of bills.
• Prepare business financial statements.

Skills

Accounting services

Financial reporting

QuickBooks

Excel

Discretion and trustworthiness

Problem solving

Communication

Education

Bachelor's degree in Accounting, Business, Finance

Tools

QuickBooks

Excel

Word

Job description

Barnard Construction is seeking a Senior Accountant for their Family Office in Bozeman, Montana. The successful candidate will provide essential accounting services and prepare financial statements for high-net-worth individuals and their family trusts.

This role demands strong integrity, discretion, and excellent problem-solving skills, coupled with significant experience in accounting and financial reporting. The position includes a hands-on approach to managing various financial tasks while maintaining confidentiality and a personal presence in Bozeman.