Trust and Estates Manager
About The Position
SVA Trust & Estates Managers partner with business owners, their families, and their advisors from around the US to consultatively optimize estate, gift, and income taxes through planning and implementation. Wealth transfer and succession planning are important to clients – they value the highly intense connections we make with them. In this role, you will engage directly with the clients to inform and guide their decision-making, while collaborating with our internal leaders on client relationship management – providing multiple touchpoints for the clients. Our exceptional team is comprised of tax principals, managers, senior accountants, staff, paraprofessionals, and everything in between. We possess a high level of understanding and expertise that spans many areas that all align around the goal of solving our client’s business and wealth transfer issues to ultimately provide them Measurable Results®. Every colleague at SVA epitomizes our 31 Fundamental behaviors that enable us to take great care of our clients and each other. SVA has achieved Great Place to Work status seven years running.
Requirements
- 5 or more years’ experience in tax and accounting working with businesses and High Net Worth families in planning and compliance roles
- Bachelor’s degree in accounting or related fields that demonstrate an understanding of tax and planning processes
- Certified as a CPA or EA
- Experience in staff supervision and training
Nice To Haves
- Mindset and skills to help clients solve problems and get the right things done
Responsibilities
- Overseeing client projects from engagement planning to implementation and beyond
- Develop and manage an engagement plan for implementation
- Coordinating client and tax service line team schedules to ensure the proper resources are available for the appropriate projects
- Understand and establish priorities
- Identify resource requirements and assign staffing consultants to projects
- Monitor performance of project tasks
- Identifying, tracking, and managing action items, issues, and risks, and serving as liaison between the client team and our internal service team to resolve all in a timely manner
- Preparing and sending weekly status reports
- Collaborating with peers to ensure our team is exceeding clients’ expectations
- Delivering projects on time and within the budget
- Professional development through community organizational involvement and business solicitation
- All other duties as assigned
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What This Job Offers
Job Type
Full-time
Career Level
Manager
