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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.
Job Responsibility:
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
Requirements:
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
At least 8 years of relevant experience in family office services, public accounting, financial services, or a similar environment with meaningful tax responsibility
Strong working knowledge of partnership tax, investment operations, and reporting for complex financial structures
Experience supporting high-net-worth individuals, closely held entities, or business owners is preferred
Demonstrated ability to manage multiple functional areas, including tax, portfolio administration, and process improvement
Familiarity with alternative investments, estate planning coordination, client reporting, and cash flow-related activities