HNW/Trust and Estates Manager

🔥 1 hour ago

⛰️ Colorado, Wisconsin – Remote

⛰️ Colorado – Remote 🧀 Wisconsin – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

👔 Manager

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 10%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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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

• Partner with business owners, their families, and advisors across the United States to optimize estate, gift, and income taxes through planning and implementation • Engage directly with clients to inform and guide decision-making • Collaborate with internal leaders on client relationship management • Oversee client projects from engagement planning through implementation and beyond • Develop and manage engagement plans for implementation • Coordinate client and tax service line team schedules • Establish priorities and identify resource requirements • Assign staffing consultants to projects • Monitor project task performance • Identify, track, and manage action items, issues, and risks • Serve as liaison between client teams and internal service teams to resolve issues promptly • Prepare and send weekly status reports • Collaborate with peers to exceed client expectations • Deliver projects on time and within budget • Participate in community organizational involvement and business solicitation • Perform all other duties as assigned

🎯 Requirements

• 5 or more years’ experience in tax and accounting working with businesses and High Net Worth families in planning and compliance roles • Typical education background includes a bachelor’s degree in accounting or related fields demonstrating understanding of tax and planning processes • CPA or EA certification • Experience in staff supervision and training • Mindset and skills to help clients solve problems and get the right things done • Ability to work with clients, internal leaders, tax principals, managers, senior accountants, staff, and paraprofessionals

🏖️ Benefits

• Flexible full-time, part-time, or seasonal arrangements • Remote or hybrid work options • Professional development through community organizational involvement and business solicitation • Great Place to Work status • Accommodation support for applicants with disabilities