SVA | A Professional Services Company

Manager

• Partner with business owners, their families, and advisors from around the US to optimize estate, gift, and income taxes through planning and implementation
• Engage directly with clients to inform and guide decision-making
• Collaborate with internal leaders on client relationship management
• Oversee client projects from engagement planning through implementation and beyond
• Develop and manage engagement plans for implementation
• Coordinate client and tax service line team schedules
• Establish priorities and identify resource requirements
• Assign staffing consultants to projects
• Monitor project task performance
• Identify, track, and manage action items, issues, and risks
• Liaise between client teams and internal service teams to resolve issues promptly
• Prepare and send weekly status reports
• Collaborate with peers to exceed client expectations
• Deliver projects on time and within budget
• Participate in community organizational involvement and business solicitation
• Perform other duties as assigned

HNW Trust and Estates Manager