SVA | A Professional Services Company
B2B • Finance
SVA | A Professional Services Company is a mid-market professional services firm offering certified public accounting, business consulting, corporate services, and advisory support to organizations and professionals. With more than 50 years of experience, multiple regional offices, and industry-focused events and resources (including webinars for dental professionals), SVA provides tax, accounting, audit, consulting, and corporate advisory services aimed at helping clients achieve measurable results and operational improvements. The firm emphasizes client relationships, community involvement, and serving business clients across industries.
Trust and Estates Manager
Job not on LinkedIn
5 hours ago
SVA | A Professional Services Company
B2B • Finance
SVA | A Professional Services Company is a mid-market professional services firm offering certified public accounting, business consulting, corporate services, and advisory support to organizations and professionals. With more than 50 years of experience, multiple regional offices, and industry-focused events and resources (including webinars for dental professionals), SVA provides tax, accounting, audit, consulting, and corporate advisory services aimed at helping clients achieve measurable results and operational improvements. The firm emphasizes client relationships, community involvement, and serving business clients across industries.
📋 Description
• 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
🎯 Requirements
• 5 or more years’ experience in tax and accounting working with businesses and High Net Worth families in planning and compliance roles • Bachelor's degree in accounting or related fields that demonstrate an understanding of tax and planning processes • Certified as a CPA or EA • Experience in staff supervision and training
🏖️ Benefits
• Professional development through community organizational involvement and business solicitation • Flexible work arrangements
Apply NowSimilar Jobs
6 hours ago
Customer Operations Manager at Kody managing customer support and onboarding for US clients in the fintech sector. Resolving issues and enhancing client relationships in a fast-paced environment.
7 hours ago
Competitive Intelligence & Market Insights Manager leading research for market trends and customer experiences at Malwarebytes. Requires strong analytical skills and a strategic approach to insights.
7 hours ago
Area Manager responsible for building an Independent Agent Network in Phoenix/Scottsdale. Driving local partnerships and leading a team to scale operations in a pre-IPO startup.
🇺🇸 United States – Remote
💵 $75k - $95k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
👔 Manager
🦅 H1B Visa Sponsor
7 hours ago
Installation and Migration Manager leading engineering professionals on Army's Global Unified Network program. Managing installation and migration engineering activities across Army enterprise sites.
🇺🇸 United States – Remote
💵 $104.7k - $189.2k / year
⏰ Full Time
🟠 Senior
🔴 Lead
👔 Manager
🦅 H1B Visa Sponsor
7 hours ago
Evictions Manager overseeing eviction case management for Darwin Homes, a property management company. Collaborating with internal teams and external vendors to ensure compliance with landlord-tenant regulations.