Tax & Operations Manager, Single Family Office, Bozeman

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 plus 401k, medical/dental/vision, HSA/FSA, PTO, life, LTD/STD, EAP and professional development. Inquiries: Simplify Wealth LLC, [email protected].