Trust & Estates Manager: Wealth Transfer & Tax Planning

SVA

  • Madison, WI
  • 1 day ago
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    Skills

    • Accountingunmatched
    • Certified Public Accountant (CPA)unmatched
    • Estate Managementunmatched
    • High Net Worthunmatched
    • Strategic Planningunmatched
    • Tax Accountingunmatched
    • Tax Planningunmatched

    Description

    SVA is seeking experienced tax professionals who can lead client engagements from planning through implementation. You will work with high net worth families and businesses, ensuring tax and planning strategies align with client goals.The role values CPA/EA certification, a strong educational background in accounting, and proven supervision experience. Flexible for full or part-time schedules, with hybrid offices in multiple locations.#J-18808-Ljbffr

    Numbers & Facts

    LocationMadison, WI

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