SVA
The role involves partnering with business owners, families, and advisors across the US to optimize estate, gift, and income taxes through planning and implementation. You will engage directly with clients to guide decision‑making and collaborate with internal leaders on client relationship management, providing multiple touchpoints throughout the wealth transfer and succession planning process.
Headquarters
Madison, Wisconsin, United States
SVA provides professional services in tax, accounting, and business consulting services. SVA helps clients optimize their business processes and technology.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for SVA.
SVA didn’t post a salary, so this is our estimate from similar listings.
23% above the average for this role