Fiduciary and Tax Manager - Broomall, PA - Compass Business Solutions

    Compass Business Solutions
    Compass Business Solutions Broomall, PA

    1 week ago

    Description

    Fiduciary And Tax Manager

    We are conducting a confidential search for a Fiduciary and Tax Manager providing technical expertise in tax planning compliance and fiduciary accounting for the family office. This role focuses on the financial performance of the family's wealth structures collaborating across the team to execute estate plans.

    As a family office all staff work closely together with regular contact with family members this is an onsite position in Newtown Square PA.

    Essential Responsibilities:

    • Advise on full suite of tax services including structuring succession planning wealth transfer planning and tax compliance.
    • Manage oversee engagement annual tax compliance responsibilities as part of a team for various entities individuals partnerships trusts philanthropic entities.

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    Tax Manager

    Only for registered members

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    About PKF O'Connor Davies · PKF O'Connor Davies is a top-ranked accounting, tax, and advisory firm with offices across the U.S. and internationally through our PKF global network. For over a century, we have built our reputation on deep industry expertise, a personalized approach ...

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    Tax Manager

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    Only for registered members

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  • Work in company

    Fiduciary and Tax Manager

    Only for registered members

    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 ...

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  • Work in company

    Fiduciary and Tax Manager

    Only for registered members

    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 ...

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  • Work in company

    Fiduciary and Tax Manager

    Only for registered members

    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 ...

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    Only for registered members

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