Associate Director Fund Administration

The Opportunity

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. Please contact Douglas Rickart on LinkedIn, call Doug at 612-249-0330 or apply through the link provided. 

Qualifications:

• 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.

Compensation

$140,000.00-$180,000.00 Yearly

About Us

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

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All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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