Fiduciary and Tax Manager (Confidential Search-Private Family Office)
Compass Business Solutions, Inc.
About this role
A Fiduciary and Tax Manager at a private family office provides expertise in tax planning, compliance, and fiduciary accounting, focusing on the financial and tax performance of the family's wealth structures. The role involves collaborating with the team to ensure seamless estate and wealth management, and working closely with family members and external advisors.
Skills
Qualifications
About Compass Business Solutions, Inc.
wearecompass.comCompass is a strategy and creative consultancy that helps businesses discover direction and grow. They combine market research, brand strategy, product and digital design, and performance marketing to turn insights into measurable outcomes. Working as a collaborative partner, they deliver implementation-ready plans, creative assets, and campaigns for startups through mid-market firms. Compass emphasizes clear strategy, practical execution, and tracking to drive sustained business results.
About Compass Business Solutions, Inc.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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Salary
$150k – $165k
per year