Hybrid Manager: Private Client Tax & Cross-Border

Vialto; Texas; Hybrid; USD 91.000 - 140.000; Vollzeit

Benefits dieser Stelle

Hybrid work model

Performance-based bonus

Zusammenfassung

Vialto is seeking a technically strong and client-focused Manager to lead the delivery of U.S. tax compliance and planning for globally mobile individuals and families.

You will manage a team, review complex tax returns, and provide tax planning in a fast-changing global environment, serving high-net-worth clients with international components. The role emphasizes client service, engagement management, and collaboration with global colleagues.

Qualifikationen

• CPA, EA, or JD required; MST or LLM a plus.
• 6–8 years of U.S. private client tax experience, ideally with cross-border exposure.
• Strong understanding of U.S. international individual tax, trusts, and estate/gift rules.
• Demonstrated ability to manage projects, review technical work, and interact with clients.
• Eagerness to grow technically and contribute to practice-building initiatives.

Aufgaben

• Lead day-to-day client delivery for complex HNWI tax engagements with international components.
• Prepare and review U.S. tax returns and international information reporting (Forms 8938, 3520, 5471, etc.).
• Conduct technical research and provide tax planning on topics such as trust taxation, foreign investment structuring, and expatriation.
• Mentor and supervise junior team members, ensuring work quality and timely delivery.
• Collaborate with global colleagues across time zones and jurisdictions.
• Drive operational excellence across client engagements, including planning, budgeting, and workflow coordination.
• Contribute to the development of internal processes, templates, and knowledge tools.

Kenntnisse

U.S. private client tax

Cross-border tax

Team leadership

Client service

Jobbeschreibung

Vialto is seeking a technically strong and client-focused Manager to lead the delivery of U.S. tax compliance and planning for globally mobile individuals and families.

You will manage a team, review complex tax returns, and provide tax planning in a fast-changing global environment, serving high-net-worth clients with international components. The role emphasizes client service, engagement management, and collaboration with global colleagues.