Tax Senior Manager - Private Client Services

Vialto Partners; Stamford (CT); Remote; USD 124,000 - 205,000; Full time

Job summary

An established industry player seeks a technically skilled Senior Manager for their expanding Private Client Services practice. This remote role involves managing U.S. tax compliance for globally mobile individuals, leading a high-performing team, and delivering complex tax solutions. With a focus on client delivery and operational excellence, you'll mentor junior staff and collaborate globally, ensuring quality and timely service. Join a dynamic team that values growth and innovation in a high-growth environment, where your expertise will make a significant impact.

Benefits

Competitive compensation

Performance bonuses

Career growth opportunities

Remote work flexibility

Qualifications

• 6-8 years of U.S. private client tax experience with cross-border exposure.
• Strong knowledge of U.S. international individual tax and estate rules.

Responsibilities

• Lead client delivery for complex HNWI tax engagements with international components.
• Prepare and review U.S. tax returns and international information reporting.

Skills

U.S. tax compliance

cross-border tax planning

technical research

client management

Education

CPA

EA

JD

MST or 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 the only stand-alone global mobility business, offering a unique opportunity for our clients, stakeholders, and colleagues.

Our teams help companies streamline and manage their global mobility programs efficiently and compliantly, focusing on cross-border compliance and risk assessment for tax, immigration, business travel, rewards, compensation, and remote work.

Working at Vialto Partners means being part of a global, dynamic team. With over 6,500 staff worldwide, we serve clients across various industries and locations. We foster a culture of belonging, encouraging employees to bring their true selves and share their talents, positively impacting communities.

Learn more through our podcast 'On the Move', industry news, and social media channels like LinkedIn and Instagram.

Job Description

We seek a technically skilled, client-focused Senior Manager to join our expanding PCS practice. You will manage U.S. tax compliance and planning services for globally mobile individuals and families, including U.S. citizens abroad, nonresidents with U.S. investments, and cross-border executives.

You will deliver complex tax solutions, lead a team, and support the growth of a high-performing advisory practice in a fast-changing global environment.

Key Responsibilities

• Lead daily 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 advise on trust taxation, foreign investment structuring, and expatriation.

Team Supervision

• Mentor and supervise junior team members, ensuring quality and timely delivery.
• Collaborate with global colleagues across jurisdictions and time zones.

Engagement Management

• Ensure operational excellence in client engagements, including planning, budgeting, and workflow management.
• Contribute to developing internal processes, templates, and knowledge tools.

Qualifications

• CPA, EA, or JD required; MST or LLM a plus.
• 6–8 years of U.S. private client tax experience, preferably with cross-border exposure.
• Strong knowledge of U.S. international individual tax, trusts, and estate/gift rules.
• Experience managing projects, reviewing technical work, and interacting with clients.
• Desire to grow technically and contribute to practice development.

Why Join Us

• Work with renowned private client tax experts.
• Build a career in a high-growth, entrepreneurial environment.
• Operate in a large, non-federated market space.
• Enjoy competitive compensation with performance bonuses.

Additional Information

• This is a remote role anywhere in the US.
• Salary range: $124,300 - $204,200.
• We are an equal opportunity employer, and AI is used in our application process.