Associate Director Fund Administration

Associate Director, Family Office

Looking for a broad, high-impact role at the intersection of tax, investments, operations, and entity management?

A sophisticated family office is seeking an Associate Director to take ownership across tax compliance, investment operations, portfolio reporting, treasury, and process improvement. This is an excellent opportunity for a strong generalist who thrives in a dynamic environment, enjoys solving complex problems, and is eager to play a key role across multiple functions.

What you'll do:

• Lead and coordinate work across legal, banking, insurance, investment, and tax advisors
• Improve processes, workflows, reporting, and operational infrastructure
• Support investment operations, subscription documentation, and portfolio reporting
• Oversee tax processes for individuals, trusts, partnerships, and related entities
• Assist with treasury activity, cash movements, entity administration, and insurance renewals

What we're looking for:

• 8+ years of relevant experience in public accounting, financial services, family office, or a related environment
• Strong hands-on tax experience
• Ability to operate independently with a high level of ownership and follow-through
• Comfort working across technical, operational, and strategic responsibilities
• CPA preferred; equivalent experience considered

If you're a proactive, detail-oriented professional who enjoys variety, complexity, and continuous improvement, this could be an outstanding next step.