Tax Compliance – Manager – VVN India – HNI

ACCA Careers; Bengaluru; Hybrid; INR 900,000 - 1,500,000; Full time

Job summary

Vialto in Bengaluru and Kolkata (Hybrid) seeks a Manager, US Tax HNI to lead U.S. tax compliance for high-net-worth individuals, domestic taxpayers, and globally mobile employees, including fiduciary matters.

You will oversee end-to-end filings for Forms 1040, 1041, 709, and 706 and provide senior technical leadership on complex tax issues. The role emphasizes mentoring staff, managing client relationships, and driving process improvements while ensuring compliance with regulatory standards,

Qualifications

• 8+ years of experience in U.S. individual taxation with exposure to HNI, domestic, global mobility, trust, gift, and estate tax compliance.
• US CPA or Enrolled Agent (EA) designation required.
• Experience reviewing complex Forms 1040, 1041, 709, and 706.
• Strong technical expertise in U.S. individual, fiduciary, gift, estate, multi-state, and international tax matters.
• Proven experience managing teams, client relationships, and large-scale tax engagements.
• Excellent analytical, communication, stakeholder management, and leadership skills.

Responsibilities

• Lead preparation, review, and signing of complex U.S. tax returns (1040, 1041, 709, 706).
• Manage a portfolio of HNI, domestic, and globally mobile clients, ensuring timely delivery.
• Provide technical guidance on wealth transfer planning and tax reporting requirements.
• Escalate complex issues and manage engagement risks; mentor junior staff.
• Monitor budgets, timelines, and quality metrics; improve processes and leverage automation.
• Collaborate with U.S. advisors and clients to resolve issues and deliver value.

Skills

Analytical skills

Education

US CPA or Enrolled Agent

Job description

Company Description

Join the leader in global work. Vialto helps leading organizations identify, develop, and execute their workforce priorities with confidence. Our practice areas include global tax, immigration, rewards, advisory and Vialto private and our team is the gold standard in navigating the complexities of cross-border compliance, and workforce strategies. We look for people our clients and assignees can count on to thoughtfully deliver clear solutions to complex problems.

Job Title

Manger US Tax HNI

Company Description

Join the leader in global work. Vialto helps leading organizations identify, develop, and execute their workforce priorities with confidence. Our practice areas include global tax, immigration, rewards, advisory and Vialto private and our team is the gold standard in navigating the complexities of cross-border compliance, and workforce strategies. We look for people our clients and assignees can count on to thoughtfully deliver clear solutions to complex problems.

To be the best in the business, we cultivate a dynamic, highly collaborative culture that fuels the growth of our people. We invite you to inquire boldly, learn deeply, and grow endlessly with us. You’ll work alongside recognized experts, shaping people-first, technology-driven solutions that drive the future of work. We help our clients achieve their goals and imagine new possibilities. And we can do the same for you. Whatever your aspirations, Vialto can help you find your way.

Job Summary

The Manager, HNI, Domestic & Global Mobility Tax is responsible for leading the delivery of U.S. tax compliance services for High Net Worth Individuals (HNIs), domestic taxpayers, globally mobile employees, trusts, estates, and gifting structures. The role oversees the end-to-end compliance lifecycle for complex individual, fiduciary, gift, and estate tax engagements, including Forms 1040, 1041, 709, and 706. The Manager provides technical leadership on complex tax matters, manages client and stakeholder relationships, ensures high-quality and timely delivery, and drives operational excellence across engagements. This role also plays a key part in developing talent, implementing process improvements, and ensuring compliance with regulatory, quality, and risk management standards.

Prerequisites

• 8+ years of experience in U.S. individual taxation with significant exposure to HNI, domestic, global mobility, trust, gift, and estate tax compliance.
• US CPA or Enrolled Agent (EA) designation required.
• Demonstrated experience reviewing complex Forms 1040, 1041, 709, and 706.
• Strong technical expertise in U.S. individual, fiduciary, gift, estate, multi-state, and international tax matters.
• Proven experience managing teams, client relationships, and large-scale tax compliance engagements.
• Exceptional analytical, communication, stakeholder management, and leadership skills

Job Description

Lead the preparation, review, and signing of complex U.S. individual, fiduciary, gift, and estate tax returns, including Forms 1040, 1041, 709, and 706. Manage a portfolio of HNI, domestic, and global mobility clients, ensuring timely and accurate delivery of tax compliance services. Review complex tax returns involving multi-state taxation, trusts and estates, K-1 reporting, foreign financial assets, international information reporting, PFICs, equity compensation, executive compensation, and cross-border tax considerations. Provide technical guidance on individual, trust, gift, and estate tax matters, including wealth transfer planning considerations and tax reporting requirements. Serve as the primary escalation point for complex tax technical issues and engagement-related risks. Manage the end-to-end tax compliance lifecycle from engagement acceptance, data gathering, preparation, review, signing, client delivery, and post-filing support. Partner with U.S. advisors, engagement teams, and clients to resolve technical issues, manage expectations, and deliver exceptional client service. Monitor engagement budgets, productivity, turnaround times, and quality metrics to achieve operational and financial objectives. Ensure compliance with federal, state, and international tax regulations, firm policies, data privacy requirements, and quality control standards. Identify opportunities to improve processes, leverage technology and automation, and enhance overall service delivery. Lead, coach, and mentor tax professionals, fostering technical excellence, accountability, and continuous learning. Support practice development initiatives, knowledge-sharing efforts, and the expansion of HNI, trust, estate, gift tax, and mobility-related service offerings.

Additional Information

This is a full-time position

Work Location: Bangalore and Kolkata/ Hybrid

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