Private Client Tax Program Manager - Remote

Vialto; Chicago (IL); Remote; USD 83,000 - 120,000; Full time

Job summary

Vialto is seeking a Senior Project/Program Manager to oversee day-to-day delivery of RIA Private Client Tax programs. You will coordinate clients, advisors, and practice leadership to ensure onboarding, communications, and KPI tracking.

You will manage engagement administration, provide timely updates, and drive process improvements through post-engagement reviews. This is a regular, full-time remote role based in Chicago with interaction at senior levels.

Qualifications

• Experience managing projects within professional services, tax, accounting, consulting, or financial services.
• Strong organizational and time-management skills.
• Excellent verbal and written communication with clients and leadership.
• Ability to manage competing priorities and coordinate multiple stakeholder groups.
• Proactive problem-solving and process-improvement mindset.
• Ability to drive accountability across cross-functional teams.
• Familiarity with US tax engagement workflows is beneficial.

Responsibilities

• Coordinate onboarding of new client relationships and ensure a seamless implementation.
• Develop and maintain client-facing materials, reports, and program documentation.
• Serve as the main point of contact for clients and advisors and drive timely responses.
• Manage communications and status updates across stakeholders.
• Monitor KPI tracking and provide regular updates to leadership and clients.
• Hold engagement team members accountable to deadlines and SLAs.
• Facilitate status meetings and communicate risks and dependencies.
• Document issues and drive continuous improvement of service delivery.
• Lead post-season reviews and capture lessons learned for process improvements.
• Manage client expectations and dependencies throughout the engagement lifecycle.

Skills

Project management

Client engagements

Organizational skills

Time management

Communication skills

Cross-functional coordination

Stakeholder management

Problem-solving

Job description

Vialto is seeking a Senior Project/Program Manager to oversee day-to-day delivery of RIA Private Client Tax programs. You will coordinate clients, advisors, and practice leadership to ensure onboarding, communications, and KPI tracking.

You will manage engagement administration, provide timely updates, and drive process improvements through post-engagement reviews. This is a regular, full-time remote role based in Chicago with interaction at senior levels.