Associate Director Fund Administration

DescriptionThe OpportunityAssociate Director, Family OfficeLooking 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 renewalsWhat 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 consideredIf you’re a proactive, detail-oriented professional who enjoys variety, complexity, and continuous improvement, this could be an outstanding next step. Please contact Douglas Rickart on LinkedIn, call Doug at View phone number on click.appcast.io or apply through the link provided. Requirements• 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.Job typePermIndustryInvestment Management/Companies