Tax & Operations Manager, Single Family Office, Bozeman

And Simple ApS; Bozeman (MT); Sur place; USD 130 000 - 170 000; Plein temps

Avantages offerts par ce poste

401k

medical/dental/vision

HSA/FSA

PTO

life

LTD/STD

EAP

professional development

Résumé du poste

And Simple ApS in Bozeman is seeking the inaugural Tax & Operations Manager for a newly established family office aligned with a founder-owned business. The role splits roughly 50/50 between corporate finance and tax support for the operating business and building family-office accounting from scratch.

You will own bookkeeping for family entities, manage tax work with the external CPA, and ensure internal controls, entity registrations, and advisor liaison.

Qualifications

• 10+ years in FO / private-client accounting, public accounting (tax/audit), or CFO/Controller for a private or family-owned business
• 5+ years multi-entity tax analysis/prep (LLCs, partnerships, trusts, household); Canadian taxation exposure preferred
• First-hire / build-from-scratch experience preferred
• Sage Intacct or comparable ERP experience; advanced Excel; MS 365; federal/state tax compliance (1040, 1041, 1065, K-1s, PTET)

Responsabilités

• Primary liaison on finance and tax operations for operating business and FO
• Bookkeeping for family entities and household accounts; monthly package
• Coordinate estimated tax payments; track entity filings and renewals
• Develop internal controls; manage insurance and vendor admin
• Build SharePoint structure and SOPs

Connaissances

Excel

MS 365

Sage Intacct

Formation

Bachelor's in Accounting, Finance or Business

Master's in taxation

CPA or CMA or equivalent

Outils

Sage Intacct

Excel

MS 365

Description du poste

First foundational hire for a newly established Bozeman single family office operating alongside a founder-owned business. The Tax & Operations Manager splits time roughly 50/50 between finance and tax support to the operating business and building family-office accounting, tax coordination, entity administration, controls, property/lifestyle support and advisor liaison from scratch. On-site in Bozeman.

About the job

Confidential search for an entrepreneurial family and successful privately held operating business. The employer and principals will be shared later in the interview process. This role is the first hire for a newly established Family Office; there is no existing FO team.

Client Operating Business — Finance & Accounting Support (~50%)

• Primary liaison on operational matters: project coordination, inter-entity invoicing, reconciliations, tax analysis, planning and strategy
• Convert GL data into tax-oriented working papers; maintain tax planning spreadsheets (rates, apportionment, EBITDA, estimated taxes)
• Coordinate quarterly estimated tax payments with the Corporate Controller
• Track annual entity filings, franchise taxes and registered-agent renewals

Family Office Operations and Accounting (~50%)

• Own bookkeeping for family entities and personal/household accounts; bill pay; monthly financial package
• Quarterly tax working papers and estimated payments with the External CPA; bank, credit-card and investment reconciliations
• Annual tax-document checklist (W-2s, 1099s, K-1s, brokerage, charitable receipts) and entity register for LLCs, trusts and partnerships
• Internal controls (segregation of duties, dual authorization, wire verification); insurance renewal calendar; property-tax and vendor administration
• Primary operational contact for CPA, estate attorney and insurance broker; household/lifestyle support alongside the property manager
• Build the SharePoint document structure and SOPs

Requirements

• Bachelor's in Accounting, Finance or Business
• Master's in taxation preferred
• CPA, CMA or equivalent required
• 10+ years in FO / private-client accounting, public accounting (tax/audit), or CFO/Controller for a private or family-owned business
• 5+ years multi-entity tax analysis/prep (LLCs, partnerships, trusts, household); Canadian taxation exposure preferred
• First-hire / build-from-scratch experience preferred
• Sage Intacct or comparable ERP preferred; advanced Excel; MS 365; federal/state tax compliance (1040, 1041, 1065, K-1s, PTET)

Compensation

$130,000–$170,000

Benefits

• 401k
• medical/dental/vision
• HSA/FSA
• PTO
• life
• LTD/STD
• EAP
• professional development