Senior Fiduciary & Tax Manager – Family Office
compass business solutionsNewtown Square, PA
Senior Fiduciary & Tax Manager – Family Office
compass business solutionsNewtown Square, PASenior L5
Trust, Fiduciary, and Custody ActivitiesTrusts, Estates, and Agency AccountsPortfolio Management and Investment Advice
APPLY NOWCompass 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.
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Level
Senior L5
Location
Newtown Square, PA
Occupation
Accountants and Auditors
Industry
Trust, Fiduciary, and Custody Activities
Posted
2 days ago