Description
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

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