Senior HNW Trust & Estates Advisor

Sva; Northern (KY); Hybrid; USD 110,000 - 160,000; Full time

Benefits offered by this job

Remote or hybrid work

Job summary

SVA is seeking a senior Tax & Compliance professional to lead consulting for high net worth clients, focusing on estate, gift, and income taxes. You will guide client decisions and coordinate with internal leaders on relationship management.

The team comprises tax principals, managers, senior accountants, and staff. Flexible for full/part-time or seasonal work; remote or hybrid with offices in Madison WI, Brookfield WI, and Colorado Springs CO.

Qualifications

• Bachelor’s degree in accounting or related field.
• CPA or EA certification required.
• 5+ years in tax and accounting for businesses and High Net Worth families.
• Experience supervising and training staff.

Responsibilities

• 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

Skills

Tax planning experience

CPA or EA

Team supervision

Education

Bachelor's degree in accounting

CPA or EA certification

Job description

SVA is seeking a senior Tax & Compliance professional to lead consulting for high net worth clients, focusing on estate, gift, and income taxes. You will guide client decisions and coordinate with internal leaders on relationship management.

The team comprises tax principals, managers, senior accountants, and staff. Flexible for full/part-time or seasonal work; remote or hybrid with offices in Madison WI, Brookfield WI, and Colorado Springs CO.