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Associate Director, Family Office

https://www.roberthalf.com Logo

Robert Half

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Location:
United States , Minneapolis

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Category:

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Contract Type:
Employment contract

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Salary:

Not provided

Job Description:

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

Additional Information:

Job Posted:
May 05, 2026

Employment Type:
Fulltime
Work Type:
On-site work
Job Link Share:
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