Wealth & Tax Planning Manager, HNW/Trusts; Remote
Madison, Dane County, Wisconsin, 53774, USA
Listed on 2026-10-18
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Finance & Banking
Accounting & Finance
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.
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Join SVA Certified Public Accountants, S.C. and contribute to our ongoing work.
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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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