Remote HNW & Trusts Planning Manager
sva a professional services companyMadison (WI)
Remote HNW & Trusts Planning Manager
Posted 10 days ago
sva a professional services companyMadison (WI)
SENIORITY
Senior
About the role
SVA HNW/Trust & Estates Managers partner with business owners, their families, and advisors from around the US to consultatively optimize estate, gift, and income taxes through planning and implementation. You will engage directly with clients to inform and guide decisions, while collaborating with internal leaders on client relationship management.
Qualifications include:
5+ years in tax and accounting for businesses and High Net Worth families; CPA or EA certification; flexibility for full/part
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.