HNW Trust and Estates Manager

SVA | A Professional Services Company

. Partner with business owners, their families, and advisors from around the US to optimize estate, gift, and income taxes through planning and implementation .

Posted 10/2/2026full-timeUnited StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in tax planning and compliance for High Net Worth families and businesses, with strong project management skills to oversee client engagements and deliver results on time and within budget.

Highest-signal resume keywords

Tax PlanningClient Relationship ManagementProject ManagementCPA CertificationStaff Supervision

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax ComplianceEngagement PlanningResource ManagementAction Item TrackingRisk Management

Soft Skills

Problem SolvingCollaborationCommunicationClient EngagementLeadership

Certifications & Qualifications

CPAEA

Industry Keywords

High Net Worth FamiliesEstate PlanningGift TaxIncome TaxAccounting

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

5 or more years’ experience in tax and accounting working with businesses and High Net Worth families in planning and compliance roles
Typical education background includes a bachelor’s degree in accounting or related fields demonstrating an understanding of tax and planning processes
Certified as a CPA or EA
Experience in staff supervision and training
Mindset and skills to help clients solve problems and get the right things done

Benefits

Comp & perks

Flexible full-time, part-time, or seasonal employment options
Remote or hybrid work options
Professional development through community organizational involvement and business solicitation
Great Place to Work status
Reasonable accommodation available for applicants with disabilities