Trust and Estates Manager
SVA | A Professional Services Company · Brookfield, WI · 5 days ago
Full-time
Qualifications
- 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
- Certified as a CPA or EA
- Experience in staff supervision and training
Responsibilities
- Oversee client projects from engagement planning to implementation and beyond
- Develop and manage an engagement plan for implementation
- Coordinate client and tax service line team schedules to ensure the proper resources are available for the appropriate projects
- Understand and establish priorities
- Identify and assign staffing consultants to projects
- Maintain and monitor performance of project tasks
- Identify, track, and manage action items, issues, and risks, and serve as liaison between the client team and our internal service team to resolve all in a timely manner
- Prepare and send weekly status reports
- Collaborate with peers to ensure our team is exceeding clients’ expectations
- Deliver projects on time and within the budget
- Participate in professional development through community organizational involvement and business solicitation
- Perform all other duties as assigned