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HNW/Trust and Estates Manager

SVA Careers

Middleton, Dane Countyfulltime114k–114kPosted 8/23/2026

Free to start — build an ATS-friendly resume that matches this listing, no sign-up required.

About this role

If you are looking for a truly meaningful careerthis is it! SVA HNW/Trust & Estates Managers partner with business owners, their families, and their advisors from around the US to consultatively optimize estate, gift, and income taxes through planning and implementation. Wealth transfer and succession planning are important to clients – they value the highly intense connections we make with them. In this role, you will engage directly with the clients to inform and guide their decision-making, …

Read the full description and requirements on the original posting.

Tailor your resume for this HNW/Trust and Estates Manager role

SVA Careers and most employers screen applications with ATS software before a recruiter reads them, and they rank resumes that echo the language of the posting. To stand out for this role, mirror the exact skills, tools, and job title it uses, and make your location (Middleton, Dane County) clear. For finance & accounting roles like this one, recruiters commonly scan for:

  • Excel
  • GAAP
  • Financial Modeling
  • QuickBooks
  • Reconciliation
  • Forecasting
  • Auditing
  • SAP

Tailr does this for you: paste this listing and it builds an ATS-friendly resume matched to it, with a live score that climbs as your resume aligns with what this role needs.

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Frequently asked questions

Is the HNW/Trust and Estates Manager role at SVA Careers remote?

This role is based in Middleton, Dane County. Check the original posting for any hybrid or remote flexibility.

What does the HNW/Trust and Estates Manager role at SVA Careers pay?

The listed pay is 114k–114k. Salaries vary with experience and location — treat this as a guide and confirm on the original posting.

How do I apply for this HNW/Trust and Estates Manager job?

Applications happen on the employer's own site — use the "Apply on company site" link on this page. Before you apply, tailor your resume to the listing so it clears the ATS.

How do I tailor my resume for this HNW/Trust and Estates Manager role?

Open Tailr's builder and it creates an ATS-friendly resume matched to this listing — pulling in the role's keywords and the skills finance & accounting recruiters scan for — with a live match score as you edit. It's free to start and needs no sign-up.

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Listing sourced via Adzuna. Tailr indexes public job postings so you can tailor your resume to them — applications happen on the employer's site.