Fiduciary & Tax Manager — Private Family Office Lead
compassbusinesssolutionsinc
Compass Business Solutions Inc. is seeking a Fiduciary and Tax Manager for a private family office. The role focuses on tax planning, compliance, and fiduciary accounting to enhance the family's wealth structures and estate plan execution. It is an onsite position in Newtown Square, PA, with close collaboration across the family-office team and direct contact with family members. CPA/JD preferred; 7+ years in tax or family office settings are expected. #J-18808-Ljbffr compassbusinesssolutionsinc
$150k - $165k
...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...Work at officePrivateFull time- A private family office in Delaware County, PA is seeking a Fiduciary and Tax Manager to provide specialized expertise in tax planning and compliance. The role involves advising the family office on all tax services, overseeing compliance, and collaborating closely with...Work at officePrivate
$125.4k - $200.6k
...be here.Job SummaryThe Lead Analytical and Automation... ...InfluenceReports To: Manager and aboveDirect Reports... ...Work EnvironmentNormal office environment. (Remote or... ...through our co-brand and private label credit cards and... ...breadfinancial.com.Job Family: Data and AnalyticsJob...Work at officePrivateFull timeTemporary workLocal areaImmediate startRemote workWork visaFlexible hours$112.4k - $179.9k
...here.Job SummaryThe AI Lead in Compliance Testing is... ...within Enterprise Risk Management responsible for leading... ...Work EnvironmentNormal office environment. (Remote or... ...our co-brand and private label credit cards and... ...breadfinancial.com.Job Family: Enterprise RiskJob Type...Work at officePrivateFull timeTemporary workLocal areaImmediate startRemote workWork visaFlexible hours$145k - $185k
Fiduciary Trust International is a premier investment and wealth management firm with a commitment to growing and... ...worth individuals and families, family offices, endowments,... ...investment managers, tax and estate planning... ...partnerships, and private foundationsManage the...Work at officePrivateFull timeLocal area$34 per hour
...workplaces. WeDriveU operates private shuttle and public... ...as part of a global family of brands serving more... ...career opportunities. The Lead Technician will report... ...be responsible for the management and coordination of... ...Technician. Microsoft Office with robust experience...Work at officePrivateWork experience placementLocal area$55k - $75k
Pathstone is seeking a Tax Associate in Newtown Square, Delaware County to provide tax and family office services. The role involves tax return preparation, conducting tax research, and developing deliverables for client meetings. Ideal candidates will hold a Bachelor’s...Work at office- ...preschool environment for students and families. Lead daily implementation of our emergent,... ...love of learning. Strong classroom management skills to maximize learning opportunities... ...of 2yrs experience in a public, private, or licensed school setting. All educators...Work at officePrivateSummer workFlexible hours
- ...Description Job Description Waldron Private Wealth (Waldron) is looking for a Multi-Family Office Strategist to partner with... ...strong relationships with Lead Advisors, and being a subject matter... ...wealth advisory needs. Champion, manage, evaluate, and innovate the...Work at officePrivate
- ...You will serve as an Expert Welder leading a group to ensure work assignments are... ...Applicants must meet the requirements of the Office of Personnel Management (OPM) Job Qualification Handbook for... ...As a federal employee, you and your family will have access to a range of...Work at officePermanent employmentFull timeTemporary workPart timeInterim roleCasual workLocal areaImmediate startRemote workRelocationRelocation packageShift workNight shiftRotating shift
$50 per hour
...Job Description Job Description Lead Automotive Technician Location: Wayne,... ...Benefits Overview A respected family-owned independent automotive repair shop... ...recommendations with service advisors and management. Ensure repairs are completed correctly...Hourly payPrice workFull time$97k - $189k
...broadest authority limits, to manage the most complex,... ...Practices Liability, Private and Not-For-Profit D&O... ...coordinating all efforts leading to timely resolution of... ...Knowledge of Microsoft Office Suite and ability to learn... ...employees - and their family members - achieve their...Work at officePrivateFull timeWork experience placementLocal areaShift work- Tax Analyst, State & Local Tax (SALT) IndirectDepartment: SALT IndirectJob... ...Tax ManagementGlobal Tax Management (GTM) is a corporate tax... ...0 list of the fastest-growing private companies in the country.Job Description... ...Excel and other Microsoft Office Suite softwareAbility to use...Work at officePrivateLocal area
- ...Job Description Job Description Tax Manager- Professional Services Newtown Square, PA... ...re seeking an experienced Tax Manager to lead complex tax engagements for professional... ...-building skills. ~ Ability to work in-office at least 3 days per week. Responsibilites...Work at office3 days per week
$32 - $34 per hour
...Pediatric Licensed Practical Nurse - Private Duty Job Ref: 211527... ..., teaching, and training of family members. RN Requirements for... ...team of caregivers and office staff providing compassionate... ...Healthcare is one of the nation’s leading providers of pediatric and adult...Work at officePrivateHourly payWeekly payFull timeLocal areaFlexible hoursShift workNight shiftWeekend work$55 - $60 per hour
...our Cumberland County office, located in Millville,... ...the client’s and the family’s practical and environmental... ...with public and private agencies as resources... ...pertaining to patient care management and services provided... ...that believes in leading with our values. Develop...Work at officePrivateWeekly payPart timeLocal area- Waldron Private Wealth (Waldron) is looking for a Wealth... ...: Accountable for and manage the internal activities... ...focusing on income tax, estate planning, risk... ...key stakeholders (e.g. family office, attorneys, accountants... ...and responsibilities to lead client relationships. Coordinate...Work at officePrivate
- Pathstone is seeking a Tax Senior located in Newtown Square, Delaware County. This role involves driving the preparation of timely and compliant tax returns for high net worth clients and managing financial information effectively. The ideal candidate will have experience...Work at office
- ...Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (... ...relationships. Leading with a client first mindset... .../ teams as needed)Managing the calendar including... ...processAssisting with general in-office support functions such... ...employees and their families at every point along...Work at officePrivateLocal area
- ...Alternative Investment Services Private Equity Portfolio... ...and portfolio management support activities for... ...the role: Ability to lead by example, work with drive... ...Hybrid and will require in office attendance 3 days/week.... ...employees and their families at every point along their...Work at officePrivateFull time3 days per week
- ...Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (... ...relationships. Leading with a client first mindset... ...directed by local management ADMINISTRATIVE SUPPORT... ...with general in-office support functions such... ...our employees and their families at every point along their...Work at officePrivateLocal area
$111.44k - $183.08k
...provides locally managed and... ...strategy in the Private Wealth Management... ...advisors, trust officers, and other wealth... ...the firm. - Lead advisor and trust... ...Advisory firms, Family Office, Wealth... ...and delegated fiduciary services, as well... ...retirement and tax planning while...Work at officePrivateFull timeFlexible hours- ...of Chester County is a leading advocacy organization... ...disabilities and their families. If you would like to... ...and preparing monthly private pay invoices in accordance... ...programs/services management personnel. Escalate any... ...to the scheduled in-office hours ensuring departmental...Work at officePrivateRemote work1 day per week
- ...years, Elwyn has been leading the way in supporting children... ...feedback from manager; customer interaction;... ...Elwyn clients in public, private and government businesses... ...experience with Microsoft Office applications, including... ...status, marital or family status, mental or physical...Work at officePrivateWork experience placementLocal areaFlexible hours
$55k - $75k
The Atlanta office is looking for a Tax Associate to serve our clients’ tax and family office service needs in a timely and accurate... ...Pathstone is a growing wealth management firm serving ultra-high net worth... ..., trusts, individuals, and private foundations Conduct tax...Work at officePrivateFlexible hours$92.22k - $110k
...years, Elwyn has been leading the way in supporting... ...program(s) and provides management, guidance, direction,... ...the Davidson Approved Private School (APS) Program.... ...communicated to all staff and families so everyone is aware... ...to the Business office to ensure fiscal responsibility...Work at officePrivateLocal areaFlexible hours- ...worth individuals, families and/or their... ...serves. We have 5 office locations; Boston,... ...we have become the leading independent multi-... ...are not limited to: Manage general ledger / chart... ...Assist with tax return payments: follow... ...investments (private equity, hedge funds...Work at officePrivate
$21.92 per hour
...good care of you and your family. Our employees are... ...as part of the Lead Service Replacement Program... ...supervision, perform field and office activities related to... ...• Comfortable entering private properties, residences,... ...Talent Acquisition Manager to receive payment for...Work at officePrivateFull timeTemporary workWork experience placementH1bImmediate startWork from homeMonday to Friday- ...Instructor of Landscape Construction and Management position. The ideal candidate should... ...trade experience. Proficiency in Microsoft Office, and equipment operation and safety, is... ...of the Trades is an endowed, three-year, private technical college for deserving young men...Work at officePrivateFull timePart time
- ...opportunity. Join Wipfli's Technology Tax practice and serve as a... ...complex tax challenges, lead strategic engagements, and build... ...excellent opportunity for a Tax Manager who enjoys combining technical... ...work model, with flexible in-office scheduling designed to support...Work at officeLocal areaFlexible hours
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