HNW/Trust and Estate Manager

🔥 11 minutes ago

🇺🇸 United States – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

👔 Manager

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SVA | A Professional Services Company

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 1974

💼 Consulting

🏥 Healthcare

🛡️ Insurance

Consulting • Healthcare • Insurance

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

• Manage and review complex federal and state fiduciary income tax returns (Form 1041), estate tax returns (Form 706), gift tax returns (Form 709), individual income tax returns (Form 1040), and some business returns (Form 1065, 1120S, 1120) • Provide proactive tax planning and advisory services related to estate and gift taxation, trusts, wealth transfer, and succession planning • Analyze complex tax issues, research tax laws and regulations, and develop practical client recommendations • Advise clients on tax-efficient wealth transfer strategies, trust structures, lifetime gifting, and estate planning opportunities • Monitor federal and state tax law changes and communicate planning opportunities and risks • Integrate estate, gift, fiduciary, and individual income tax strategies with broader business and personal financial objectives • Serve as primary point of contact and trusted advisor for assigned clients • Lead client discussions about tax planning, compliance, and complex financial and estate matters • Collaborate with attorneys, financial advisors, trustees, family offices, and other professionals • Oversee multiple trust, estate, gift, and individual tax engagements for accuracy, quality, timeliness, and professional-standard compliance • Establish priorities, manage deadlines, and coordinate staffing and resources • Review workpapers, tax returns, and planning deliverables; provide technical guidance and ensure quality • Manage engagement budgets, monitor realization, and improve efficiency and profitability • Apply technology, automation, and evolving tax tools to improve client-service quality and efficiency • Resolve complex engagement issues and collaborate with Principals on significant client decisions • Provide technical guidance, coaching, and mentorship to accountants and team members • Delegate responsibilities while maintaining oversight and accountability • Support team development through training, feedback, and knowledge sharing • Contribute to process improvement, technical excellence, and team-development initiatives • Identify opportunities to expand services and develop prospective-client and referral-source relationships • Collaborate on business-development initiatives to grow the Trust & Estates practice • Build professional relationships through networking, community involvement, and professional organizations • Contribute technical insights and thought leadership in estate, gift, and fiduciary taxation

🎯 Requirements

• Bachelor's degree in Accounting, Finance, or a related field • CPA or Enrolled Agent (EA) designation • Minimum of 5 years of progressive experience in public accounting or a comparable tax advisory environment • Significant exposure to trust, estate, gift, and individual income taxation • Experience preparing and reviewing complex tax returns and providing tax planning recommendations to high-net-worth individuals, families, and business owners • Strong understanding of federal and state tax laws applicable to estates, trusts, gifts, and individuals • Ability to manage multiple client engagements, prioritize competing deadlines, and deliver high-quality work • Strong analytical, problem-solving, written communication, and interpersonal skills • Experience reviewing others' work and providing technical guidance or mentorship • Preferred: experience advising high-net-worth and ultra-high-net-worth individuals, multigenerational families, and closely held business owners • Preferred: advanced knowledge of estate and gift tax planning strategies, fiduciary accounting, trust administration, and wealth transfer structures • Preferred: experience collaborating with estate planning attorneys, financial advisors, and other professional advisors • Preferred: prior experience supervising, developing, or managing tax professionals • Preferred: familiarity with professional tax research platforms, tax preparation software, and technology-enabled tax workflows • Preferred: advanced credentials or education related to taxation, estate planning, or financial planning

🏖️ Benefits

• Great Place to Work recognition and commitment to an exceptional employee experience • Professional growth and meaningful career development opportunities • Collaborative, cross-disciplinary work environment • Opportunity to make a lasting impact • Supportive environment encouraging professional growth, accountability, and high-quality client service • Coaching, training, mentorship, and knowledge-sharing opportunities

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