Senior HNW Trust & Estates Advisor
svaBrooklyn, NY
Senior HNW Trust & Estates Advisor
L6
svaBrooklyn, NYyesterday
Industries
Trust, Fiduciary, and Custody ActivitiesPortfolio Management and Investment AdviceTrusts, Estates, and Agency AccountsSVA is seeking a senior Tax & Compliance professional to lead consulting for high net worth clients, focusing on estate, gift, and income taxes. You will guide client decisions and coordinate with internal leaders on relationship management.
The team comprises tax principals, managers, senior accountants, and staff. Flexible for full/part-time or seasonal work; remote or hybrid with offices in Madison WI, Brookfield WI, and Colorado Springs CO.
Apply now
Level
LeadL6
Location
Brooklyn, NY
Occupation
Personal Financial Advisors
Industry
Trust, Fiduciary, and Custody Activities
Posted
yesterday
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