Senior HNW Trust & Estates Advisor

L6

svaBrooklyn, NYyesterday
SVA 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
Apply now

Level

LeadL6

Location

Brooklyn, NY

Occupation

Personal Financial Advisors

Industry

Trust, Fiduciary, and Custody Activities

Posted

yesterday

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