Senior Family Office Tax & Operations Lead
Listed on 2026-10-20
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Accounting
Accounting & Finance
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
Join us at Simplify Wealth LLC as our next Senior Family Office Tax & Operations Lead in Bozeman, MT, United States.
As a Senior Family Office Tax & Operations Lead, you will play an important part at Simplify Wealth LLC in Bozeman, MT, United States.
We invite applications for the Senior Family Office Tax & Operations Lead position located in Bozeman, MT, United States.
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