Senior Family Office Tax & Operations Lead

Simplify Wealth LLC; Bozeman (MT); On-site; USD 130,000 - 170,000; Full time

Benefits offered by this job

401k

Medical Insurance

Dental & Vision Insurance

HSA/FSA

Paid Time Off

Life Insurance

Disability Insurance

Employee Assistance Program

Professional Development

Job summary

Simplify Wealth LLC is seeking a hands-on Family Office Operations Lead in Bozeman, MT. You will own bookkeeping for family entities and personal accounts, coordinate intercompany tax planning, and build scalable processes.

You will implement tax strategies, manage entity filings, and liaise with CPAs and legal advisors to ensure compliance. The role requires a strong background in accounting, tax planning, and multi-entity administration, with a startup mindset and comfort in a high-ownership

Qualifications

• Bachelor's degree in Accounting, Finance, or Business Administration required.
• Master’s degree in taxation preferred.
• CPA, CMA, or equivalent designation required.
• Minimum 10+ years in family office/private client accounting or CFO/Controller roles.

Responsibilities

• Own bookkeeping for Family entities and personal/household accounts.
• Coordinate quarterly estimated tax payments with Corporate Controller and external CPA/firm.
• Maintain master Entity Register for LLCs, trusts, partnerships, and entities.
• Prepare monthly financial packages and tax-oriented working papers.
• Build and maintain SOPs and document management in M365 SharePoint.
• Serve as liaison to legal counsel for administrative/compliance matters.

Skills

Financial analysis

Tax coordination

Intercompany accounting

Communication

Education

Bachelor's degree

Master’s degree (taxation preferred)

CPA / CMA

Tools

QuickBooks

Sage Intacct

Excel

MS 365 / SharePoint

Job description

Simplify Wealth LLC is seeking a hands-on Family Office Operations Lead in Bozeman, MT. You will own bookkeeping for family entities and personal accounts, coordinate intercompany tax planning, and build scalable processes.

You will implement tax strategies, manage entity filings, and liaise with CPAs and legal advisors to ensure compliance. The role requires a strong background in accounting, tax planning, and multi-entity administration, with a startup mindset and comfort in a high-ownership