Remote HNW Tax & Trusts Manager

Sva; United States; Hybrid; USD 120,000 - 180,000; Full time

Job summary

SVA seeks an experienced HNW/Trust & Estates Manager to advise high net worth clients across the United States on planning and implementation of estate, gift, and income tax strategies. You will work directly with clients, align with internal leaders, and guide decision-making while building strong relationships.

The role emphasizes client engagement, team coordination, and delivering measurable results, with flexible full/part-time and remote/hybrid options across Madison WI, Brookfield WI, and

Qualifications

• Bachelor's degree in accounting or related field with understanding of tax and planning processes.
• CPA or EA certification required.
• Experience supervising and training staff is important.

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.
• Identify priorities and resource requirements; assign staffing consultants to projects.
• Monitor performance of project tasks and manage action items, issues, and risks.
• Prepare and send weekly status reports and collaborate to exceed client expectations.
• Deliver projects on time and within budget; contribute to professional development.
• All other duties as assigned.

Skills

Tax planning

Client relations

Team leadership

Education

Bachelor's degree in accounting

CPA or EA certification

Job description

SVA seeks an experienced HNW/Trust & Estates Manager to advise high net worth clients across the United States on planning and implementation of estate, gift, and income tax strategies. You will work directly with clients, align with internal leaders, and guide decision-making while building strong relationships.

The role emphasizes client engagement, team coordination, and delivering measurable results, with flexible full/part-time and remote/hybrid options across Madison WI, Brookfield WI, and