Private Client Tax Manager - Global Cross-Border Expert

Vialto; Campbell (CA); Hybrid; USD 91,200 - 140,000; Full time

Benefits offered by this job

Hybrid work 2–3 days/week

Performance-based bonus

Job summary

Vialto Partners is seeking a technically strong and client-focused Manager to join our expanding PCS practice in the U.S. You will manage the delivery of U.S. tax compliance and planning services for globally mobile individuals and families, including U.S. citizens abroad and cross-border executives.

You will mentor a team, supervise delivery, and collaborate with global colleagues to drive growth in a fast-changing global environment.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Project management

Client service

Cross-border tax

Education

CPA

EA

JD

MST

LLM

Job description

Vialto Partners is seeking a technically strong and client-focused Manager to join our expanding PCS practice in the U.S. You will manage the delivery of U.S. tax compliance and planning services for globally mobile individuals and families, including U.S. citizens abroad and cross-border executives.

You will mentor a team, supervise delivery, and collaborate with global colleagues to drive growth in a fast-changing global environment.