sva a professional services companyMadison, WI
Remote HNW & Trusts Planning Manager
Remote HNW & Trusts Planning Manager
Remote HNW & Trusts Planning Manager
sva a professional services companyMadison, WI
9 days ago
Trusts, Estates, and Agency AccountsOffices of Certified Public AccountantsTrust, Fiduciary, and Custody Activities
Apply for this role (opens in a new tab)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
Also on the board Same function, level within a rung
Level
Senior
Location
Madison, WI
Occupation
Accountants and Auditors
Industry
Trusts, Estates, and Agency Accounts
Posted
9 days ago