Remote Senior HNW Trust & 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

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.