Tax Director - Private Client Services

Vialto Partners; Stamford (CT); Hybrid; USD 161,000 - 265,000; Full time

Job summary

Join a dynamic and innovative firm as a Tax Director in Private Client Services, where you will advise high-net-worth individuals on complex U.S. and international tax matters. This role offers a unique opportunity to lead a growing practice, mentor junior talent, and shape a modern advisory offering. With a focus on cross-border compliance and risk management, you will work collaboratively in a culture that fosters belonging and encourages professional growth. If you are a commercially minded tax professional looking to make a significant impact, this position is perfect for you.

Benefits

Competitive compensation

Performance-based bonus

Potential for equity

Flexible work arrangements

Qualifications

• 8-10 years of U.S. private client tax experience with international complexity.
• Strong international tax background with leadership experience.

Responsibilities

• Serve as lead tax advisor for a portfolio of HNWI clients with international exposure.
• Review complex U.S. tax filings and international information returns.
• Supervise and mentor senior managers and other staff across locations.

Skills

U.S. individual income tax

international reporting

trust planning

cross-border estate/gift taxation

client relationship management

business development

Education

CPA

EA

JD

MST

LLM

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.

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 in over 50 countries around the world 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.

Role Summary

We are growing our Private Client Services (PCS) practice and seeking an experienced Director to advise globally mobile high-net-worth individuals (HNWIs) on complex U.S. and international tax matters. As a key leader in our PCS team, you will provide strategic tax guidance, mentor junior talent, and contribute to the expansion of our cross-border practice.

The ideal candidate will have strong technical expertise in U.S. individual income tax, international reporting, trust planning, and cross-border estate/gift taxation. This is an excellent opportunity for a commercially minded tax professional to help shape a modern, high-touch advisory offering.

Key Responsibilities

Client Delivery & Technical Oversight

• Serve as lead tax advisor for a portfolio of HNWI clients with international exposure.
• Deliver customized planning for pre-immigration, expatriation, foreign trusts, inbound investments, and global estate structures.
• Review complex U.S. tax filings and international information returns (e.g., Forms 3520/A, 5471, 8865, 8858, 8621, 8938, 1041, etc.).
• Provide tax risk management and ensure quality standards on client work.
  
  

Team Leadership & Development

• Supervise and mentor senior managers and other staff across locations.
• Support the firm’s training, development, and retention strategy for PCS professionals.
  
  

Practice Expansion

• Cultivate relationships with attorneys, private banks, wealth advisors, and other key intermediaries.
• Contribute to thought leadership and external visibility through events, whitepapers, or webinars.
  
  

Qualifications

• CPA, EA, or JD with a strong international tax background; MST or LLM a plus.
• Minimum 8–10 years of U.S. private client tax experience with international complexity.
• Demonstrated experience with foreign trust structures, U.S. estate/gift tax planning, and cross-border compliance.
• Leadership experience in managing client relationships and mentoring staff.
• Business development experience and/or strong external network preferred.
  
  

Why Join Us

• Help shape a modern, scalable cross-border PCS practice.
• Join a non-federated firm that allows broader client access than the Big 4.
• Work with a leadership team that prioritizes flexibility, excellence, and innovation.
• Competitive compensation, performance-based bonus, including potential for equity and sales commissions.
  
  

Additional Information

• Location: United States
• Compensation Range: $161,300-264,900
• Employment Type: Full Time
• Work Arrangement: Hybrid Opportunity (2-3 days in a Vialto Office)
  
  

We are an equal opportunity employer that does not discriminate based on any legally protected status.

Please note, AI is used as part of the application process.

Seniority level

• Seniority level

  Director

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing and Finance

• Industries

  Business Consulting and Services

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