HNW Trust & Estates Advisor — Remote/Hybrid

Sva; Madison (WI); Hybrid; USD 90,000 - 130,000; Full time

Job summary

SVA is seeking a seasoned HNW/Trust & Estates professional to advise high net worth clients on tax planning, compliance, and wealth transfer strategies. The role involves direct client engagement, coordinating with internal leaders, and driving successful relationship management across multiple touchpoints.

The team values measurable results and supports professional development; flexible for full or part-time and hybrid/remote arrangements in Madison and other offices.

Qualifications

• 5+ years of experience in tax and accounting for businesses and high net worth families.
• Bachelor’s degree in accounting or related field with understanding of tax and planning processes.
• Certified as a CPA or EA; experience in staff supervision and training.

Responsibilities

• Overseeing 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 resources for projects.
• Understand and establish priorities for engagements.
• Identify resource requirements and assign staffing consultants to projects.
• Monitor performance of project tasks.
• Identify, track, and manage actions, issues, and risks; liaise between client team and internal service team.
• Prepare and send weekly status reports.
• Collaborate with peers to exceed client expectations.
• Deliver projects on time and within budget.
• Engage in professional development and business solicitation.

Skills

Tax planning auditing

Client relationship management

Staff supervision

CPA/EA certification

Attention to detail

Education

Bachelor's degree in accounting

CPA or EA certification

Job description

SVA is seeking a seasoned HNW/Trust & Estates professional to advise high net worth clients on tax planning, compliance, and wealth transfer strategies. The role involves direct client engagement, coordinating with internal leaders, and driving successful relationship management across multiple touchpoints.

The team values measurable results and supports professional development; flexible for full or part-time and hybrid/remote arrangements in Madison and other offices.