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HNW/Trust and Estates Manager
SVA | A Professional Services Company. Partner with business owners, their families, and advisors across the United States .
Core Competencies
Role fitCore 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 capabilities in project management, client relationship management, and team coordination.
Highest-signal resume keywords
Tax PlanningProject ManagementClient Relationship ManagementStaff SupervisionCPA Certification
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Tax ComplianceEngagement PlanningResource ManagementPerformance MonitoringAction Item Tracking
Soft Skills
CollaborationCommunicationProblem-SolvingDecision-Making
Certifications & Qualifications
CPAEA
Industry Keywords
High Net Worth FamiliesEstate PlanningGift TaxIncome TaxClient Engagement
About the role
Key responsibilities & impact- Partner with business owners, their families, and advisors across the United States
- Consultatively 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
- 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 matters 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 all 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
- Bachelor’s degree in accounting or related fields is a typical education background
- CPA or EA certification
- Experience in staff supervision and training
- Ability to develop and manage engagement plans
- Ability to coordinate client and tax service line team schedules
- Ability to identify resource requirements and assign staffing consultants to projects
- Ability to monitor project task performance
- Ability to track and manage action items, issues, and risks
- Ability to prepare and send weekly status reports
- Ability to deliver projects on time and within budget
Benefits
Comp & perks- Flexible full-time, part-time, or seasonal scheduling
- Remote or hybrid work options
- Professional development through community organizational involvement
- Great Place to Work status
- Reasonable accommodation for applicants with disabilities