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Wealth & Tax Planning Manager, HNW​/Trusts; Remote

Remote / Online - Candidates ideally in
Madison, Dane County, Wisconsin, 53774, USA
Listing for: SVA Certified Public Accountants, S.C.
Full Time, Part Time, Remote/Work from Home position
Listed on 2026-10-18
Job specializations:
  • Finance & Banking
    Accounting & Finance
Salary/Wage Range or Industry Benchmark: 90000 - 150000 USD Yearly USD 90000.00 150000.00 YEAR
Job Description & How to Apply Below
Position: Wealth & Tax Planning Manager, HNW/Trusts (Remote)

SVA Certified Public Accountants, S.C. seeks a seasoned HNW/Trust & Estates Manager to partner with owners, families, and advisors to optimize estate, gift, and income taxes through planning and implementation.

You will engage directly with clients to inform and guide decisions while collaborating with internal leaders on client relationship management. We offer flexible full/part‑time or seasonal options with remote or hybrid work, with brick-and-mortar offices in Madison WI, Brookfield WI, and

This opening is for the Wealth & Tax Planning Manager, HNW/Trusts (Remote) role at SVA Certified Public Accountants, S.C.

We appreciate your interest in this position.

Join SVA Certified Public Accountants, S.C. and contribute to our ongoing work.

Take a moment to read everything above and see whether this role is right for you.

This posting is for the Wealth & Tax Planning Manager, HNW/Trusts (Remote) role at SVA Certified Public Accountants, S.C., based in Madison, WI, United States.

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