Wealth & Tax Planning Manager, HNW/Trusts (Remote)

SVA Certified Public Accountants, S.C.; Madison (WI); Ibrido; USD 90.000 - 150.000; Tempo pieno

Descrizione del lavoro

SVA Certified Public Accountants, S.C. seeks a seasoned HNW/Trust & Estates Manager to partner with owners, families, and advisors to optimize estate, gift, and income taxes through planning and implementation.

You will engage directly with clients to inform and guide decisions while collaborating with internal leaders on client relationship management. We offer flexible full/part‑time or seasonal options with remote or hybrid work, with brick-and-mortar offices in Madison WI, Brookfield WI, and

Competenze

• 5+ years of tax and accounting experience with businesses and High Net Worth families.
• Bachelor’s degree in accounting or related field with tax/planning knowledge.
• CPA or EA certification required; experience supervising staff is important.

Mansioni

• Oversee client projects from engagement planning to implementation and beyond.
• Develop and manage an engagement plan for implementation.
• Coordinate client and tax service line schedules to allocate resources.

Conoscenze

Tax consulting

Client relationship mgmt

Team leadership

Formazione

CPA or EA

Bachelor's degree in accounting

Descrizione del lavoro

SVA Certified Public Accountants, S.C. seeks a seasoned HNW/Trust & Estates Manager to partner with owners, families, and advisors to optimize estate, gift, and income taxes through planning and implementation.

You will engage directly with clients to inform and guide decisions while collaborating with internal leaders on client relationship management. We offer flexible full/part‑time or seasonal options with remote or hybrid work, with brick-and-mortar offices in Madison WI, Brookfield WI, and