Global Mobility Tax Specialist

Vialto; New York (NY); Hybrid; USD 74,000 - 116,000; Full time

Job summary

Vialto seeks a tax professional to uphold compliance and optimize tax processes for employees on international assignments. You will prepare federal, state, and local returns and assist with cross-border planning, ensuring a consistent, compliant global mobility experience.

This hybrid role requires 2–5 years of tax experience; CPA/EA preferred, plus strong analytical, communication, and client-service skills. You will collaborate with senior staff to deliver high-quality results.

Qualifications

• Bachelor's degree in Accounting, Finance, Taxation, or a related field.
• Approximately 2 to 5 years of relevant tax experience, preferably serving high-net-worth individuals or private clients.
• Experience preparing complex Form 1040 returns.
• Experience with trusts, estates, gift tax, and/or international individual tax matters preferred.
• Familiarity with private investments, partnerships, brokerage reporting, equity compensation, and pass-through entities preferred.
• CPA or Enrolled Agent credential, or progress toward credential, preferred.
• Experience with professional tax preparation and workpaper technology such as CCH Axcess, SurePrep, GoSystem Tax RS, or similar platforms preferred.

Responsibilities

• Communicate directly with clients regarding tax information, deadlines, and routine technical questions.
• Maintain organized engagement documentation and ensure work is completed accurately and timely.
• Assist engagement managers with project management, including monitoring deliverables, deadlines, budgets, and outstanding client information.
• Develop an understanding of each client's broader financial and family situation rather than approaching individual filings in isolation.
• Provide day-to-day guidance and technical support to Associates and other junior team members.
• Review selected work prepared by junior staff and provide clear, constructive feedback.
• Assist with training and development of newer team members.
• Develop increasing independence in identifying issues, researching solutions, and communicating findings to engagement leadership.

Skills

Analytical skills

Organizational skills

Research skills

Written communication

Client communication

Education

Bachelor's degree in Accounting, Finance, Taxation, or related field

CPA or Enrolled Agent credential, or in progress

Tools

Tax preparation software (CCH Axcess, SurePrep, GoSystem Tax RS)

Job description

Vialto seeks a tax professional to uphold compliance and optimize tax processes for employees on international assignments. You will prepare federal, state, and local returns and assist with cross-border planning, ensuring a consistent, compliant global mobility experience.

This hybrid role requires 2–5 years of tax experience; CPA/EA preferred, plus strong analytical, communication, and client-service skills. You will collaborate with senior staff to deliver high-quality results.