Compass Business Solutions Inc. seeks a Fiduciary and Tax Manager for a private family office in Newtown Square, PA. This onsite role concentrates on tax planning, compliance, and fiduciary accounting to support the family’s wealth structures. You will collaborate with the family office team and outside advisors on estate planning, complex tax issues, and client service, requiring 7+ years of tax experience and a CPA or JD preferred.

Matching similar jobs

Level

Senior L5

Location

Newtown Square, PA

Occupation

Accountants and Auditors

Industry

Trust, Fiduciary, and Custody Activities

Posted

2 days ago

APPLY NOW