svaBrooklyn, NY
Senior HNW Trust & Estates Advisor
Senior HNW Trust & Estates Advisor
Senior HNW Trust & Estates Advisor
svaBrooklyn, NY
yesterday
Trust, Fiduciary, and Custody ActivitiesPortfolio Management and Investment AdviceTrusts, Estates, and Agency Accounts
Apply for this role →SVA is seeking a senior Tax & Compliance professional to lead consulting for high net worth clients, focusing on estate, gift, and income taxes. You will guide client decisions and coordinate with internal leaders on relationship management.
The team comprises tax principals, managers, senior accountants, and staff. Flexible for full/part-time or seasonal work; remote or hybrid with offices in Madison WI, Brookfield WI, and Colorado Springs CO.
Also on the board Same function, level within a rung
Level
Lead
Location
Brooklyn, NY
Occupation
Personal Financial Advisors
Industry
Trust, Fiduciary, and Custody Activities
Posted
yesterday