HNW/Trust and Estates Manager

SVA | A Professional Services Company; Town of Brookfield (WI); Hybrid; USD 90,000 - 140,000; Full time

Job summary

SVA | A Professional Services Company in Wisconsin seeks an experienced tax leader to guide high‑net‑worth client families through planning and compliance, inform decision making, and coordinate with internal leaders on client relationships.

Ideal candidates bring 5+ years in tax and accounting for businesses and affluent clients, with a Bachelor’s in accounting or related field and CPA or EA certification; supervisory experience is valued.

Qualifications

• 5+ years of experience in tax and accounting for businesses and High Net Worth families.
• Experience in planning and compliance with high net worth clients.
• Supervisory or training experience with staff.

Responsibilities

• Overseeing client projects from engagement planning to implementation.
• Develop and manage an engagement plan for implementation.
• Coordinate client and tax service line team schedules to ensure resources.
• Identify priorities and assign staffing to projects.
• Monitor performance of project tasks and deliver reports.

Skills

Tax planning

Client relationship management

Staff supervision

Education

Bachelor’s degree in accounting or related field

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

• 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