HNW/Trust and Estates Manager
About The Position
SVA HNW/Trust & Estates Managers partner with business owners, their families, and their advisors across the United States to consultatively optimize estate, gift, and income taxes through planning and implementation. The role involves engaging directly with clients to inform and guide their decisions while collaborating with internal leaders on client relationship management. Managers work with a multidisciplinary tax team to address clients’ business, wealth-transfer, and succession-planning issues. The position includes overseeing client projects from engagement planning through implementation and beyond, coordinating client and tax-service-team schedules and resources, managing project priorities and performance, and keeping clients and internal teams informed. The role also includes professional development through community organizational involvement and business solicitation. SVA states that it is flexible for the right candidates, offering full-time, part-time, or seasonal arrangements and remote or hybrid work.
Requirements
- At least 5 years of experience in tax and accounting, working with businesses and high-net-worth families in planning and compliance roles.
- CPA or EA certification.
- Experience in staff supervision and training.
- Typical educational background includes a bachelor’s degree in accounting or a related field demonstrating an understanding of tax and planning processes.
Responsibilities
- Oversee client projects from engagement planning to implementation and beyond.
- Develop and manage an engagement plan for implementation.
- Coordinate client and tax service line team schedules to ensure appropriate resources are available for projects.
- Understand and establish priorities.
- Identify resource requirements and assign staffing consultants to projects.
- Monitor the performance of project tasks.
- Identify, track, and manage action items, issues, and risks, and serve as a liaison between the client team and internal service team to resolve them in a timely manner.
- Prepare and send weekly status reports.
- Collaborate with peers to ensure the team exceeds client expectations.
- Deliver projects on time and within budget.
- Pursue professional development through community organizational involvement and business solicitation.
- Perform all other duties as assigned.
- Engage directly with clients to inform and guide their decision-making.
- Collaborate with internal leaders on client relationship management.
Benefits
- SVA has achieved Great Place to Work status seven years running.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Manager
