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

🤝 B2B

💸 Finance

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 • Typical education backgrounds include bachelor’s degree in accounting or related fields that demonstrate an understanding of tax and planning processes • Successful candidates should also be certified as a CPA or EA • Experience in staff supervision and training is important

🏖️ Benefits

• Professional development through community organizational involvement and business solicitation • Flexible for the right candidates: full or part time or seasonal; remote or hybrid