Fiduciary and Tax Manager (Confidential Search-Private Family Office)
Company: Compass Business Solutions
Location: Newtown Square
Posted on: April 1, 2026
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Job Description:
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. Experience and Education
Requirements: 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. Compensation: 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.
Keywords: Compass Business Solutions, Bloomfield , Fiduciary and Tax Manager (Confidential Search-Private Family Office), Accounting, Auditing , Newtown Square, New Jersey
