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HNW Trust & Estates Manager - Wealth Transfer & Tax
Job in
Madison, Dane County, Wisconsin, 53774, USA
Listed on 2026-09-07
Listing for:
Sva
Full Time, Part Time
position Listed on 2026-09-07
Job specializations:
-
Management
Wealth Management
Job Description & How to Apply Below
SVA seeks a Tax & Trusts & Estates Manager to work with high-net-worth clients across the US on planning and compliance. You will engage with clients and collaborate with internal leaders on relationship management, delivering measurable results and quality service.
We offer flexible scheduling with full/part-time or seasonal options, remote or hybrid work arrangements (offices in Madison WI, Brookfield WI, and Colorado Springs CO), and opportunities for professional growth.
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