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1 result for Assistant Treasurer in Burnsville, MN
- Minneapolis, MN
- onsite
- Permanent / Full Time
- 140000 - 180000 USD / Yearly
- <p>The Opportunity</p><p><strong>Associate Director, Family Office</strong></p><p>Looking for a broad, high-impact role at the intersection of <strong>tax, investments, operations, and entity management</strong>?</p><p>A sophisticated family office is seeking an <strong>Associate Director</strong> 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.</p><p><strong>What you’ll do:</strong></p><p>· Lead and coordinate work across legal, banking, insurance, investment, and tax advisors</p><p>· Improve processes, workflows, reporting, and operational infrastructure</p><p>· Support investment operations, subscription documentation, and portfolio reporting</p><p>· Oversee tax processes for individuals, trusts, partnerships, and related entities</p><p>· Assist with treasury activity, cash movements, entity administration, and insurance renewals</p><p><strong>What we’re looking for:</strong></p><p>· 8+ years of relevant experience in public accounting, financial services, family office, or a related environment</p><p>· Strong hands-on tax experience</p><p>· Ability to operate independently with a high level of ownership and follow-through</p><p>· Comfort working across technical, operational, and strategic responsibilities</p><p>· CPA preferred; equivalent experience considered</p><p>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. </p><p><br></p>
- 2026-06-08T00:00:00Z