HNW/Trust and Estates Manager

SVA | A Professional Services Company; Madison (WI); Hybrid; USD 90,000 - 130,000; Full time

Job summary

SVA | A Professional Services Company seeks an experienced HNW/Trust & Estates Manager to lead consultative tax planning for business owners and families across the U.S. You will work with clients to inform and guide decisions, while partnering with internal leaders on relationship management and service delivery.

The role offers flexible scheduling (full-time, part-time, or seasonal) with remote or hybrid options (offices in Madison, WI; Brookfield, WI; Colorado Springs, CO).

Qualifications

• 5+ years’ experience in tax and accounting serving businesses and High Net Worth families.
• Bachelor’s degree in accounting or related field demonstrating tax and planning understanding.
• CPA or EA certification and experience supervising staff is preferred.

Responsibilities

• Oversee client projects from engagement planning to implementation and beyond.
• Develop and manage engagement plans for tax and estate planning implementations.
• Coordinate client and tax service line schedules to ensure resources are available.
• Identify priorities and resource requirements; assign staff to projects.
• Monitor task performance and manage actions, issues, and risks with the client team.
• Prepare weekly status reports and collaborate to exceed client expectations.
• Deliver projects on time and within budget; support professional development.

Skills

Client relationship management

Tax planning

Education

Bachelor's degree in accounting

CPA or EA Certification

Job description

If you are looking for a truly meaningful career...this is it! SVA HNW/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.

Qualifications for this role include 5 or more years’ experience in tax and accounting working with businesses and High Net Worth families in planning and compliance roles. Typical education backgrounds include bachelor’s degree in accounting or related fields that demonstrate an understanding of tax and planning processes. Successful candidates should also be certified as a CPA or EA. Experience in staff supervision and training is important as well.

We're flexible for the right candidates: full or part time or seasonal; remote or hybrid (brick and mortar offices = Madison WI, Brookfield WI, and Colorado Springs CO); we appreciate diverse backgrounds and experience – we can develop the right candidates to be successful. What's critical is that we attract team members who have the mindset and skills to help our clients solve problems and get the right things done.

Industry

• Tax Consulting & Compliance

Responsibilities include:

1. Overseeing client projects from engagement planning to implementation and beyond
2. Develop and manage an engagement plan for implementation
3. Coordinating client and tax service line team schedules to ensure the proper resources are available for the appropriate projects
4. Understand and establish priorities
5. Identify resource requirements and assign staffing consultants to projects
6. Monitor performance of project tasks
7. 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
8. Preparing and sending weekly status reports
9. Collaborating with peers to ensure our team is exceeding clients’ expectations
10. Delivering projects on time and within the budget
11. Professional development through community organizational involvement and business solicitation
12. All other duties as assigned