Associate US HNI

Vialto Partners; Kolkata District; On-site; INR 800,000 - 1,600,000; Full time

Job summary

Vialto Partners is seeking an Experienced Associate in India to manage U.S. tax compliance engagements for High Net Worth Individuals, domestic taxpayers, and globally mobile employees.

You will develop expertise across individual, trust, estate, and international tax matters while ensuring timely, high-quality deliverables. You will coordinate with clients and engagement teams, prepare complex returns, and support multi-state and international compliance within a collaborative, fast-paced

Qualifications

• 2-3 years of experience in U.S. Individual Tax Compliance, including HNI, domestic, and/or global mobility taxation.
• Strong analytical, problem-solving, and technical research capabilities.
• Strong written and verbal communication skills with a client-service mindset.
• Proficiency in Microsoft Excel, Word, tax compliance software, and workflow management tools.

Responsibilities

• Prepare U.S. individual, fiduciary, gift, and estate tax returns, including Forms 1040, 1041, 709, and 706.
• Assist in the preparation of complex tax returns involving high-net-worth individuals, trusts, estates, partnerships, and globally mobile employees.
• Analyze tax documents and financial data to ensure accurate reporting and compliance with applicable federal, state, and international tax regulations.
• Prepare workpapers, tax calculations, and supporting schedules for review by senior team members.
• Research technical tax issues and assist in analyzing tax implications related to individual, trust, estate, gift, and mobility tax matters.
• Coordinate with clients, advisors, and engagement teams to gather information, track open items, and resolve outstanding queries.
• Support the management of multi-state tax filings, foreign information reporting, and international compliance requirements.
• Monitor engagement timelines and proactively communicate status updates to ensure timely delivery of tax returns.
• Maintain high standards of quality, accuracy, and documentation throughout the compliance process.
• Participate in process improvement initiatives and contribute to the development of standardized procedures and best practices.
• Assist in training new team members and share technical knowledge with peers as experience grows.

Skills

Analytical skills

Problem solving

Communication skills

Excel

Word

Tax software

Tools

Tax software

Job description

Additional Job Description

Company Description

Vialto Partners is a market leader in global mobility services. Our purpose is to Connect the world’. We are unique and the only stand-alone global mobility business. This presents a rare opportunity for our clients, stakeholders and colleagues.

Our teams help companies streamline and effectively manage their global mobility programs in a cost-efficient and compliant manner. Our services focus on providing cross-border compliance and risk assessment for tax, immigration, business travel, rewards and compensation, and remote work.

Working at Vialto Partners is about getting the chance to be part of a global and dynamic team. Globally, Vialto Partners has over 6,500 staff in over 50 countries around the world and continues to grow. You will work with clients from a range of industries and different geographical locations. We believe in connecting the world and supporting our colleagues to do the same in their careers by undertaking assignments and opportunities globally that broaden their skills and ultimately benefit our clients.

Vialto is unstoppable when we work together in a culture of belonging, where everyone can thrive. We encourage employees to bring their true selves and share their unique talents and expertise to positively impact the communities we serve.

To learn more about what we do, tune in to our podcastOn the Moveto hear expert insights on issues affecting global mobility, and read about thelatest newsin the industry. You can also follow us onLinkedInand Instagram.

Job Summary:

The Experienced Associate, HNI, Domestic & Global Mobility Tax is responsible for the preparation and coordination of U.S. tax compliance engagements for High Net Worth Individuals (HNIs), domestic taxpayers, globally mobile employees, trusts, estates, and gifting structures. The role supports the end-to-end tax compliance process through the preparation of complex tax returns, technical analysis, client communication, and coordination with engagement teams. The Experienced Associate is expected to develop strong technical expertise across individual, trust, estate, gift, and international tax matters while ensuring high-quality deliverables and timely completion of engagements.

Prerequisites:

2-3 years of experience in U.S. Individual Tax Compliance, including HNI, domestic, and/or global mobility taxation. Experience preparing U.S. tax returns, including Forms 1040, 1041, 709, and 706. Basic understanding of multi-state taxation, trusts and estates, foreign reporting requirements, and international individual tax compliance. Strong analytical, problem-solving, and technical research capabilities. Strong written and verbal communication skills with a client-service mindset. Detail-oriented with a commitment to delivering accurate and high-quality work. Proficiency in Microsoft Excel, Word, tax compliance software, and workflow management tools. Demonstrated ability to work effectively both independently and as part of a collaborative team.

Job Description:

• Prepare U.S. individual, fiduciary, gift, and estate tax returns, including Forms 1040, 1041, 709, and 706.
• Assist in the preparation of complex tax returns involving high-net-worth individuals, trusts, estates, partnerships, and globally mobile employees.
• Analyze tax documents and financial data to ensure accurate reporting and compliance with applicable federal, state, and international tax regulations.
• Prepare workpapers, tax calculations, and supporting schedules for review by senior team members.
• Research technical tax issues and assist in analyzing tax implications related to individual, trust, estate, gift, and mobility tax matters.
• Coordinate with clients, advisors, and engagement teams to gather information, track open items, and resolve outstanding queries.
• Support the management of multi-state tax filings, foreign information reporting, and international compliance requirements.
• Monitor engagement timelines and proactively communicate status updates to ensure timely delivery of tax returns.
• Maintain high standards of quality, accuracy, and documentation throughout the compliance process.
• Participate in process improvement initiatives and contribute to the development of standardized procedures and best practices.
• Assist in training new team members and share technical knowledge with peers as experience grows. Adhere to firm policies related to confidentiality, data privacy, risk management, and quality control.

Additional Information

This is a full-time position

Work Location: Bangalore/Kolkata and Hyderabad

We are an equal opportunity employer that does not discriminate on the basis of any legally protected status.