The Family Office of a high-net-worth family and their multiple business ventures and family trusts ("Trusts") located in Bozeman, Montana is seeking a Family Office Director. The Family Office ...
The Family Office of a high-net-worth family and their multiple business ventures and family trusts ("Trusts") located in Bozeman, Montana is seeking a Family Office Director. The Family Office ...
Family Office Director
Bozeman, MT · On-site
Overview The Family Office of a high-net-worth family and their multiple business ventures and family trusts ("Trusts") located in Bozeman, Montana is seeking a Family Office Director. The Family ...
Family Office Director
Bozeman, MT · On-site
Overview The Family Office of a high-net-worth family and their multiple business ventures and family trusts ("Trusts") located in Bozeman, Montana is seeking a Family Office Director. The Family ...
Tax Manager - High-net-worth
Atlanta, GA · On-site
$105K - $138K/yr
Bennett Thrasher is one of the fastest-growing independent CPA firms in the country, renowned for our expertise in serving ultra-high-net-worth individuals and families. Our personal financial ...
Tax Manager - High-net-worth
Atlanta, GA · On-site
$105K - $138K/yr
Bennett Thrasher is one of the fastest-growing independent CPA firms in the country, renowned for our expertise in serving ultra-high-net-worth individuals and families. Our personal financial ...
Tax Manager - High Net Worth
Manhattan, NY · On-site
$122K - $160K/yr
Bachelor's degree in Accounting or Finance * CPA License or JD required * 12+ years continuous public accounting or family office tax experience * Strong experience with high net worth clients (trust ...
Tax Manager - High Net Worth
Manhattan, NY · On-site
$122K - $160K/yr
Bachelor's degree in Accounting or Finance * CPA License or JD required * 12+ years continuous public accounting or family office tax experience * Strong experience with high net worth clients (trust ...
Overview The Family Office of a high-net-worth family and their multiple business ventures and family trusts ("Trusts") located in Bozeman, Montana is seeking a Family Office Director. The Family ...
Overview The Family Office of a high-net-worth family and their multiple business ventures and family trusts ("Trusts") located in Bozeman, Montana is seeking a Family Office Director. The Family ...
Tax Manager - High Net Worth
$122K - $160K/yr
Bachelor's degree in Accounting or Finance * CPA License or JD required * 12+ years continuous public accounting or family office tax experience * Strong experience with high net worth clients (trust ...
Quick apply
Tax Manager - High Net Worth
$122K - $160K/yr
Bachelor's degree in Accounting or Finance * CPA License or JD required * 12+ years continuous public accounting or family office tax experience * Strong experience with high net worth clients (trust ...
Senior Manager, High Net Worth Tax
Manhattan, NY · On-site +1
... high-net-worth individuals, families, and family offices, with direct partner exposure and a ... defined path to grow within the practice. Responsibilities: * Own client relationships across ...
Senior Manager, High Net Worth Tax
Manhattan, NY · On-site +1
... high-net-worth individuals, families, and family offices, with direct partner exposure and a ... defined path to grow within the practice. Responsibilities: * Own client relationships across ...
Tax Associate (High-net-worth)
Denver, CO · On-site
$60K - $80K/yr
Our personal financial services/high net worth tax practice provides specialized tax solutions for ultra-high net worth individuals and families to help them navigate complex tax landscapes, build ...
Tax Associate (High-net-worth)
Denver, CO · On-site
$60K - $80K/yr
Our personal financial services/high net worth tax practice provides specialized tax solutions for ultra-high net worth individuals and families to help them navigate complex tax landscapes, build ...
Senior Manager, High Net Worth Tax
Manhattan, NY · On-site +1
... high-net-worth individuals, families, and family offices, with direct partner exposure and a ... defined path to grow within the practice. Responsibilities: * Own client relationships across ...
Senior Manager, High Net Worth Tax
Manhattan, NY · On-site +1
... high-net-worth individuals, families, and family offices, with direct partner exposure and a ... defined path to grow within the practice. Responsibilities: * Own client relationships across ...
Bennett Thrasher is one of the fastest-growing independent CPA firms in the country, renowned for our expertise in serving ultra-high-net-worth individuals and families. Our personal financial ...
Bennett Thrasher is one of the fastest-growing independent CPA firms in the country, renowned for our expertise in serving ultra-high-net-worth individuals and families. Our personal financial ...
Tax Manager - High Net Worth
Nashville, TN · On-site
$107K - $140K/yr
Tax Manager - High Net Worth - Nashville, TN Who: A CPA with at least five years of public accounting experience and specialized expertise in trust, estate, gift, and high-net-worth individual ...
Tax Manager - High Net Worth
Nashville, TN · On-site
$107K - $140K/yr
Tax Manager - High Net Worth - Nashville, TN Who: A CPA with at least five years of public accounting experience and specialized expertise in trust, estate, gift, and high-net-worth individual ...
Tax Manager, High Net Worth
Little Falls, NJ · Hybrid
$112K - $147K/yr
The Tax Manager will join our thriving High Net Worth practice group, working alongside a talented team of tax professionals who are passionate about delivering exceptional value to clients. This ...
Quick apply
Tax Manager, High Net Worth
Little Falls, NJ · Hybrid
$112K - $147K/yr
The Tax Manager will join our thriving High Net Worth practice group, working alongside a talented team of tax professionals who are passionate about delivering exceptional value to clients. This ...
Tax Senior Associate (High-net-worth)
Denver, CO · On-site
$83K - $103K/yr
Our personal financial services/high net worth tax practice provides specialized tax solutions for ultra-high net worth individuals and families to help them navigate complex tax landscapes, build ...
Tax Senior Associate (High-net-worth)
Denver, CO · On-site
$83K - $103K/yr
Our personal financial services/high net worth tax practice provides specialized tax solutions for ultra-high net worth individuals and families to help them navigate complex tax landscapes, build ...
Tax Manager, High Net Worth
Buffalo, NY · On-site
$85K - $155K/yr
As a Manager on our High Net Worth Tax team, you'll deliver personalized, high-touch service to high net worth individuals and families with complex tax needs. In this role, you'll apply your ...
Tax Manager, High Net Worth
Buffalo, NY · On-site
$85K - $155K/yr
As a Manager on our High Net Worth Tax team, you'll deliver personalized, high-touch service to high net worth individuals and families with complex tax needs. In this role, you'll apply your ...
Description High-Net Worth Account Manager/Private Client Account Manager We are an independent ... families. Our approach embraces the reality that managing risk is all about the details. Our core ...
Quick apply
Description High-Net Worth Account Manager/Private Client Account Manager We are an independent ... families. Our approach embraces the reality that managing risk is all about the details. Our core ...
What: Lead complex partnership, trust, and multi-entity accounting for ultra-high-net-worth family structures within a Personal CFO Services environment. When: Full-time leadership role within an ...
What: Lead complex partnership, trust, and multi-entity accounting for ultra-high-net-worth family structures within a Personal CFO Services environment. When: Full-time leadership role within an ...
Tax Director High Net Worth
$160K - $220K/yr
Tax Director - High Net Worth Tax Director Qualifications * 9+ years of relative experience * High-Net-Worth, Trusts and Estates and/or International * Offers interesting and complex clients, a deep ...
Quick apply
Tax Director High Net Worth
$160K - $220K/yr
Tax Director - High Net Worth Tax Director Qualifications * 9+ years of relative experience * High-Net-Worth, Trusts and Estates and/or International * Offers interesting and complex clients, a deep ...
Tax Partner - High Net Worth
$120K - $158K/yr
In this highly visible leadership role, you will serve high-net-worth individuals, family business owners, entrepreneurs, and family offices, guiding them through the full continuum of their ...
Tax Partner - High Net Worth
$120K - $158K/yr
In this highly visible leadership role, you will serve high-net-worth individuals, family business owners, entrepreneurs, and family offices, guiding them through the full continuum of their ...
High-Net-Worth Tax Supervisor / Manager
$120K - $160K/yr
We are seeking a seasoned High-Net-Worth Tax Supervisor or Manager to lead intricate tax engagements for affluent individuals, families, and associated entities. The ideal candidate will possess ...
Quick apply
High-Net-Worth Tax Supervisor / Manager
$120K - $160K/yr
We are seeking a seasoned High-Net-Worth Tax Supervisor or Manager to lead intricate tax engagements for affluent individuals, families, and associated entities. The ideal candidate will possess ...
High Net Worth Account Manager
Mount Pleasant, SC · On-site
$55K - $65K/yr
Must have experience in working with family offices and personal assistants. We specialize in coastal property and flood insurance as well as High Net Worth and affluent families. Mappus is a growing ...
High Net Worth Account Manager
Mount Pleasant, SC · On-site
$55K - $65K/yr
Must have experience in working with family offices and personal assistants. We specialize in coastal property and flood insurance as well as High Net Worth and affluent families. Mappus is a growing ...
High Net Worth Family information
See salary details
$14.42 - $19.69
0% of jobs
$19.69 - $24.96
0% of jobs
$24.96 - $30.22
1% of jobs
$30.22 - $35.49
3% of jobs
$35.49 - $40.76
9% of jobs
$40.76 - $46.02
10% of jobs
$46.76 is the 25th percentile. Wages below this are outliers.
$46.02 - $51.29
17% of jobs
The median wage is $53.92 / hr.
$51.29 - $56.56
20% of jobs
$60.37 is the 75th percentile. Wages above this are outliers.
$56.56 - $61.82
20% of jobs
$61.82 - $67.09
12% of jobs
$67.09 - $72.36
8% of jobs
$14
$53
$72
How much do high net worth family jobs pay per hour?
What is a High Net Worth Family?
What are some common challenges faced by professionals working with high net worth families, and how can they be addressed?
What are the key skills and qualifications needed to thrive as a High Net Worth Family Office Manager, and why are they important?
What is the difference between High Net Worth Family vs Wealth Manager?
| Aspect | High Net Worth Family | Wealth Manager |
|---|---|---|
| Credentials | Financial planning certifications, estate planning knowledge | Financial advisor certifications, CFP, CFA |
| Work Environment | Private residences, family offices | Banking institutions, advisory firms |
| Employer & Industry | Family offices, private clients | Financial institutions, independent firms |
| Primary Focus | Managing family wealth, estate planning | Investment management, financial planning |
While both roles involve managing wealth, a High Net Worth Family focuses on overseeing the overall financial well-being and estate planning for a wealthy family, often working closely with multiple generations. A Wealth Manager provides tailored investment advice and financial planning services to high-net-worth individuals, typically working within financial institutions or independent firms.

Job description
The Family Office of a high-net-worth family and their multiple business ventures and family trusts (“Trusts”) located in Bozeman, Montana is seeking a Family Office Director. The Family Office Director serves as the central hub for overseeing financial, legal, tax and administrative affairs of a high-net-worth family and their multiple business ventures and family trusts (“Trusts”). The Director will assist with the oversight of the financial matters for personal, business and Trusts and will perform many tasks including providing accounting and tax services, prepare/assist with business and personal financial statements, quarterly tax estimates, serve as primary contact and coordinate with legal and tax advisors to formulate tax strategies, review strategic investments, assist with long-term wealth planning, coordinating with attorneys for estate planning and Trust management, maintain estate plans, Trusts, and family legacy structures and ensure tax efficiency, compliance with regulations, and coordination of complex estate planning matters, and provide administrative services for the Trusts.
This position serves as a trusted financial partner, collaborating with attorneys, CPAs, bankers, investment advisors, and insurance professionals to coordinate Trust administration, maximize financial performance, mitigate risk, preserve intergenerational wealth, execute a comprehensive long-term wealth preservation and growth strategy, provide support for intergenerational wealth planning and family governance strategy. The ideal candidate is willing to work diligently, has a strong financial acumen, is strategic, discreet, and highly organized, with experience in accounting and financial reporting, income taxes, estate and trust matters, providing administrative services and support for various entity types including family Trusts, investment analysis, which includes making investment recommendations, and wealth planning for high-net-worth individuals. The position requires maintaining a personal presence and residence in Bozeman, Montana.
- Bachelor’s degree in Accounting, Business, Finance, or related field required, MBA, CPA, CFP, CFA preferred.
- 8+ years of progressive experience in accounting, financial preparation and reporting, wealth management, high-net-worth family office, or corporate finance.
- Strong business acumen and investment sense, strategic thinker.
- Exceptional discretion and trustworthiness: The role requires handling highly confidential financial and personal information with the utmost privacy.
- This position will work closely with a family senior accountant.
- Preferred: Experience in income tax, wealth management, estate and trust administration, legal, family office.
- Preferred: Knowledge of trust structures, estate planning and tax strategy, investment portfolio strategy and analysis.
- Preferred: Knowledge of legal and contractual issues.
- Preferred: Ability to evaluate and conduct due diligence on investment opportunities (real estate, private businesses, venture, etc.).
- Proven ability to work in a fast-paced, confidential environment supporting high-net-worth individuals or executives or corporate finance.
- Excellent communication, analytical thinking, financial modeling, and strategic planning skills.
- High integrity, professionalism, and discretion are essential.
- Collaborative and capable of working with multiple professionals.
Equal Opportunity Employer Veterans/Disabled, E-Verify Employer
About Barnard Construction
Sourced by ZipRecruiter
Industry
Construction
Company size
201 - 500 Employees
Headquarters location
Bozeman, MT, US
Year founded
1975