Fiduciary and Tax Manager (Confidential Search-Private Family Office)
At a glance
Manager-level Tax role at Compass Business Solutions. Newtown Square · full-time · $150,000–$165,000 base.
financeroles summary, based on the employer's posting.
What you'll do
- Advise on tax structures, modeling, succession, wealth transfers and compliance for the family office
- Coordinate annual tax work across trusts, estates, gifts, partnerships, individuals and philanthropic entities
- Review returns and supporting work papers, then resolve technical questions and summarize findings for senior leaders
- Coordinate with outside tax advisors and serve as an internal resource on family office tax matters
- Contribute to cross-team operational projects and maintain relationships with clients and professional advisors
What you bring
- A bachelor’s degree in business, finance, accounting or a related field
- At least seven years in public accounting or a family office focused on tax, trusts or estates
- Experience with HNW and UHNW tax rules and strategies, plus recent responsibility for complex client engagements
- Expertise in at least one area of entity, individual or fiduciary taxation and understanding of complex investment tax effects
Who this fits
This manager role suits someone with deep tax and fiduciary experience who can advise family office colleagues and communicate technical findings to senior management. You’ll work onsite in Newtown Square and have regular direct contact with family members. CPA or JD credentials and an advanced degree are preferred.
From the employer
We are conducting a confidential search for a Fiduciary and Tax Manager for a private family office. The Fiduciary and Tax Manager provides dedicated technical expertise in tax planning, compliance, and fiduciary accounting for the family office. This role is centrally focused on the financial and tax-related performance of the family’s wealth structures, collaborating closely across the family office team to ensure seamless execution of the estate plan.
As a family office, all the staff work very closely together in a collegial work environment and have regular direct contact with family members. This is an onsite position in the office in Newtown Square, PA.
Essential Responsibilities:
- Advise the family office on a full suite of tax services including structuring and modeling, succession planning, wealth transfer planning, and tax compliance.
- Manage and oversee both the engagement and annual tax compliance responsibilities as part of a team for a variety of fiduciary, gift/estate taxation, partnerships, trusts, individuals and philanthropic entities.
- Review tax returns and related work papers for a variety of entities.
- Resolve complex technical tax issues, consult with experts, prepare memoranda and communicate findings to senior management in a synthesized manner.
- Work closely with outside tax advisors on annual tax compliance.
- Work internally with other family office team members, serving as a resource and subject matter expert for all relevant family office tax items.
- Participate in cross-functional projects supporting operational and departmental excellence.
- Develop and sustain strong relationships with clients and other professional advisors through a commitment to outstanding client service.
- Bachelor’s degree in business, finance, accounting, or related field required; advanced degree preferred.
- CPA or JD highly preferred.
- Minimum of 7 years’ experience working in public accounting or a family office with an emphasis on taxation and/or trusts and estates required.
- Past experience and demonstrated understanding of HNW and UHNW tax law and strategies required.
- Recent experience managing complex client engagements required.
- Proficiency in at least one area of entity, individual and/or fiduciary taxation required.
- Deep understanding of complex investments and the related tax implications required.
- Familiarity with multi-state taxation.
The compensation range for this role is between $150,000-$165,000 annually, based on relevant experience.
Benefits:
- We offer a competitive salary commensurate with experience and generous benefits package including health insurance, very generous 401(k) match.
- Medical (100% employer-paid), dental, vision, life insurance plans offered.
- Generous paid time off (PTO) days, and paid holidays.