Personal Financial Planning- Director/Sr Manager

ACCA Careers; Harrisburg (Dauphin County); Remote; USD 124,000 - 265,000; Full time

Job summary

A leading company is seeking an experienced Director for their US Gift, Estate & Trust Tax Practice. The role involves sophisticated tax planning and compliance services, focusing on fiduciary and estate planning. Candidates should have extensive tax advisory experience and a Bachelor's degree in Accounting. This remote position offers a competitive salary range and the chance to work with a dynamic team.

Qualifications

• 8-10+ years of relevant tax experience with trusts, estates, and gift tax matters.
• Experience with reviewing fiduciary, gift, and estate tax returns.

Responsibilities

• Provide fiduciary, personal income, gift, and estate tax compliance services.
• Conduct research on Federal and State tax notices and audits.
• Manage tax team members and review prepared tax returns.

Skills

Tax Advisory

Communication

Client Relationship Management

Education

Bachelor's degree in Accounting

CPA or Enrolled agent designation

MST or LLM in Taxation

Tools

Microsoft Office Suite

Tax research software

Job description

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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 worldwide 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 podcast On the Move to hear expert insights on issues affecting global mobility, and read about the latest news in the industry. You can also follow us on LinkedIn and Instagram.

Job Description

Seeking an experienced Director to join our growing US Gift, Estate & Trust Tax Practice. In this position, you will be responsible for providing sophisticated tax planning, estate planning, gift tax consulting, and tax compliance services, with a focus on Compliance.

Core Responsibilities

1. Provide high-level fiduciary, personal income, gift, and estate tax compliance services, as well as estate planning advisory services
2. Review fiduciary, estate, and gift tax returns
3. Review estate, trust, and fiduciary related accounting documents
4. Conduct research on Federal and State tax notices and audits on behalf of clients
5. Research Federal, State, and International tax laws, prepare tax memorandums on technical topics, and develop tax savings strategies on behalf of clients
6. Review and analyze estate planning related legal documents
7. Participate in business development opportunities, including networking, public speaking, and creating educational and current content
8. Manage other members of the tax team, including review of prepared tax returns, training, and development
9. Knowledge of cross-border estate and gift tax issues a plus

Qualifications/Education

1. Bachelor's degree in Accounting is required
2. CPA or Enrolled agent designation is required or qualified to obtain designation
3. MST or LLM in Taxation is preferred but not required
4. 8-10+ years of relevant tax experience working with trusts, estates, and gift tax matters
5. Mid-size Public accounting firm experience or tax consultant practice experience required
6. Extensive experience in Tax Advisory and Estate/Trust planning and compliance
7. Experience with reviewing fiduciary, gift, and estate tax returns
8. Experience with tax research software and memo writing required
9. Proficiency in Microsoft Office Suite applications required
10. Ability to cultivate and maintain key client relationships
11. Demonstrate polished written and verbal communication

Additional Information

1. Compensation Range: $124,300 - $264,900
2. This is a remote role.
3. We are an equal opportunity employer that does not discriminate on the basis of any legally protected status.
4. Please note, AI is used as part of the application process.

For further information, and to apply, please visit our website via the “Apply” button below.

Seniority level

• Director

Employment type

• Full-time

Job function

• Finance and Sales

Industries

• Accounting