HNW/Trust and Estates Manager

About the role

SVA HNW/Trust & Estates Managers partner with business owners, their families, and their advisors across the United States to consultatively optimize estate, gift, and income taxes through planning and implementation. The role involves direct client engagement to inform and guide decision‑making while collaborating with internal leaders on client relationship management, providing multiple touchpoints for clients. The team includes tax principals, managers, senior accountants, staff, paraprofessionals, and others, all focused on solving clients’ business and wealth‑transfer issues to deliver measurable results. Every colleague at SVA embodies the 31 Fundamental behaviors that support great care for clients and each other, and the firm has earned Great Place to Work status for seven consecutive years.

Responsibilities

• Oversee client projects from engagement planning through implementation and beyond.
• Develop and manage an engagement plan for implementation.
• Coordinate client and tax service‑line team schedules to ensure appropriate resources are available for each project.
• Understand and establish project priorities.
• Identify resource requirements and assign staffing consultants to projects.
• Monitor performance of project tasks.
• Identify, track, and manage action items, issues, and risks; serve as liaison between the client team and internal service team to resolve matters promptly.
• Prepare and send weekly status reports.
• Collaborate with peers to exceed client expectations.
• Deliver projects on time and within budget.
• Engage in professional development through community, organizational involvement, and business solicitation.
• Perform all other duties as assigned.

Qualifications

• Five or more years of experience in tax and accounting, working with businesses and high‑net‑worth families in planning and compliance roles.
• Bachelor’s degree in accounting or a related field demonstrating an understanding of tax and planning processes.
• Certified Public Accountant (CPA) or Enrolled Agent (EA) designation.
• Experience supervising and training staff.
• Ability to attract and develop team members who possess the mindset and skills to solve client problems and get the right things done.
• Appreciation for diverse backgrounds and experience; openness to developing candidates for success.

Schedule

Flexible arrangements are available for the right candidate, including full‑time, part‑time, or seasonal work. Positions can be remote or hybrid, with office locations in Madison, WI; Brookfield, WI; and Colorado Springs, CO.