Remote HNW Trust & Estates Manager — Wealth Planning Lead
Town of Brookfield, Waukesha County, Wisconsin, USA
Listed on 2026-10-18
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Finance & Banking
Wealth Management
SVA | A Professional Services Company seeks experienced tax professionals to advise high-net-worth clients on planning and compliance. You will work with owners, families, and advisors, guiding decision-making and coordinating with internal teams to optimize tax outcomes.
The role emphasizes client relationships, solution delivery, and ongoing professional development within a supportive, flexible environment with on-site and hybrid options in multiple U.S. offices.
This is a great role to take on the Remote HNW Trust & Estates Manager — Wealth Planning Lead role at SVA | A Professional Services Company.
This posting is for the Remote HNW Trust & Estates Manager — Wealth Planning Lead role at SVA | A Professional Services Company, based in Town of Brookfield, WI, United States.
We are looking to fill the Remote HNW Trust & Estates Manager — Wealth Planning Lead position at SVA | A Professional Services Company in Town of Brookfield, WI, United States.
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