Trust and Estates Manager

SVA | A Professional Services Company

Trust and Estates Manager collaborating with clients on tax optimization strategies. Engaging in estate and wealth transfer planning with a focus on High Net Worth individuals and families.

Posted 7/11/2026full-timeRemote • Colorado, Wisconsin • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in project management, client engagement, and tax compliance, with a strong focus on delivering projects on time and within budget. Proven ability to coordinate resources, monitor performance, and communicate effectively with clients and internal teams.

Highest-signal resume keywords

Project ManagementTax ComplianceClient EngagementStaff SupervisionCPA or EA Certification

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax PlanningAccounting PrinciplesResource AllocationPerformance MonitoringRisk Management

Soft Skills

CollaborationCommunicationProblem-SolvingPrioritizationTraining

Certifications & Qualifications

CPAEA

Industry Keywords

High Net Worth FamiliesEngagement PlanningImplementationStatus ReportingConsultant Staffing

About the role

Key responsibilities & impact

Overseeing client projects from engagement planning to implementation and beyond
Develop and manage an engagement plan for implementation
Coordinating client and tax service line team schedules to ensure the proper resources are available for the appropriate projects
Understand and establish priorities
Identify resource requirements and assign staffing consultants to projects
Monitor performance of project tasks
Identifying, tracking, and managing action items, issues, and risks, and serving as liaison between the client team and our internal service team to resolve all in a timely manner
Preparing and sending weekly status reports
Collaborating with peers to ensure our team is exceeding clients’ expectations
Delivering projects on time and within the budget

Requirements

What you’ll need

5 or more years’ experience in tax and accounting working with businesses and High Net Worth families in planning and compliance roles
Typical education backgrounds include bachelor’s degree in accounting or related fields that demonstrate an understanding of tax and planning processes
Successful candidates should also be certified as a CPA or EA
Experience in staff supervision and training is important

Benefits

Comp & perks

Professional development through community organizational involvement and business solicitation
Flexible for the right candidates: full or part time or seasonal; remote or hybrid