HNW/Trust and Estates Manager

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⛰️ Colorado, Wisconsin – Remote

⛰️ Colorado – Remote 🧀 Wisconsin – 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

• 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 to ensure appropriate resources are available • Understand and establish priorities • Identify resource requirements and 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 matters promptly • Prepare and send weekly status reports • Collaborate with peers to exceed client expectations • Deliver projects on time and within budget • Participate in professional development through community organizational involvement and business solicitation • Perform other duties as assigned

🎯 Requirements

• 5 or more years of experience in tax and accounting • Experience working with businesses and High Net Worth families in planning and compliance roles • Bachelor’s degree in accounting or a related field • CPA or EA certification • Experience in staff supervision and training • Ability to consult with clients on estate, gift, and income tax planning and implementation • Ability to manage client relationships and collaborate with internal leaders • Ability to develop, monitor, and deliver projects on time and within budget

🏖️ 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 seven years running