HNW/Trust and Estates Manager
About The Position
SVA HNW Trust & Estates Managers work with business owners, their families, and 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. The team includes tax principals, managers, senior accountants, staff, and paraprofessionals, working across areas of expertise to address clients’ business and wealth-transfer issues. The position oversees client projects from engagement planning through implementation and beyond. The posting welcomes full-time, part-time, or seasonal candidates and offers remote or hybrid work arrangements. SVA’s brick-and-mortar offices are in Madison, Wisconsin; Brookfield, Wisconsin; and Colorado Springs, Colorado.
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.
- Ability to help clients solve problems and get the right things done.
Nice To Haves
- A bachelor’s degree in accounting or a related field demonstrating an understanding of tax and planning processes.
- Diverse backgrounds and experience are welcomed; SVA states it can develop the right candidates for success.
Responsibilities
- Oversee client projects from engagement planning through 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 performance of project tasks.
- Identify, track, and manage action items, issues, and risks; serve as a liaison between the client team and internal service team to resolve them promptly.
- 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.
Benefits
- Great Place to Work status, achieved seven years running.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
