Vialto Private Tax - Senior Associate

Vialto; New York (NY); Hybrid; USD 74,000 - 116,000; Full time

Job summary

Vialto seeks a tax professional to uphold compliance and optimize tax processes for employees on international assignments. You will prepare federal, state, and local returns and assist with cross-border planning, ensuring a consistent, compliant global mobility experience.

This hybrid role requires 2–5 years of tax experience; CPA/EA preferred, plus strong analytical, communication, and client-service skills. You will collaborate with senior staff to deliver high-quality results.

Qualifications

• Bachelor's degree in Accounting, Finance, Taxation, or a related field.
• Approximately 2 to 5 years of relevant tax experience, preferably serving high-net-worth individuals or private clients.
• Experience preparing complex Form 1040 returns.
• Experience with trusts, estates, gift tax, and/or international individual tax matters preferred.
• Familiarity with private investments, partnerships, brokerage reporting, equity compensation, and pass-through entities preferred.
• CPA or Enrolled Agent credential, or progress toward credential, preferred.
• Experience with professional tax preparation and workpaper technology such as CCH Axcess, SurePrep, GoSystem Tax RS, or similar platforms preferred.

Responsibilities

• Communicate directly with clients regarding tax information, deadlines, and routine technical questions.
• Maintain organized engagement documentation and ensure work is completed accurately and timely.
• Assist engagement managers with project management, including monitoring deliverables, deadlines, budgets, and outstanding client information.
• Develop an understanding of each client's broader financial and family situation rather than approaching individual filings in isolation.
• Provide day-to-day guidance and technical support to Associates and other junior team members.
• Review selected work prepared by junior staff and provide clear, constructive feedback.
• Assist with training and development of newer team members.
• Develop increasing independence in identifying issues, researching solutions, and communicating findings to engagement leadership.

Skills

Analytical skills

Organizational skills

Research skills

Written communication

Client communication

Education

Bachelor's degree in Accounting, Finance, Taxation, or related field

CPA or Enrolled Agent credential, or in progress

Tools

Tax preparation software (CCH Axcess, SurePrep, GoSystem Tax RS)

Job description

Join the leader in global work. Vialto helps leading organizations identify, develop, and execute their workforce priorities with confidence. Our practice areas include global tax, immigration, rewards, advisory and Vialto private and our team is the gold standard in navigating the complexities of cross-border compliance, and workforce strategies. We look for people our clients and assignees can count on to thoughtfully deliver clear solutions to complex problems.

To be the best in the business, we cultivate a dynamic, highly collaborative culture that fuels the growth of our people. We invite you to inquire boldly, learn deeply, and grow endlessly with us. You’ll work alongside recognized experts, shaping people-first, technology-driven solutions that drive the future of work. We help our clients achieve their goals and imagine new possibilities. And we can do the same for you. Whatever your aspirations, Vialto can help you find your way.

Job Description

Our globally integrated solutions support global workforce mobility, including immigration, tax, managed services, and digital solutions. As a trusted advisor of compliance, consulting and technology services to multinational corporations, we solve complex, cross-border workforce mobility challenges to ensure our clients and their employees have a consistent and compliant global mobility experience.

In this position, your role is essential in upholding compliance with tax regulations and optimizing tax processes for employees on international assignments. This position is key in handling the tax consequences of global mobility and facilitating a smooth transition for employees across different countries. Your main objective is to reduce tax-related risks and costs, while ensuring that both the organization and its employees adhere to relevant tax laws.

Tax Compliance & Technical

• Prepare and review complex federal, state, and local individual income tax returns, including Forms 1040 and related schedules.
• Prepare and assist with Forms 1041, 706, 709, and related trust, estate, and gift tax filings.
• Assist with international information reporting applicable to private clients a plus, including Forms 8938, 8621, 3520/3520-A, 5471, 8865, and FBARs, as applicable.
• Prepare tax workpapers, calculations, reconciliations, estimates, extensions, and supporting documentation.
• Analyze complex investment activity, including brokerage accounts, partnerships, private investments, carried interests, stock compensation, and closely held businesses.
• Research federal, state, and international tax issues and prepare clear technical summaries and recommendations for review by managers and senior professionals.
• Identify technical issues, planning opportunities, missing information, and potential risks during the preparation process and elevate them appropriately.

Tax Planning & Advisory

• Assist with quarterly and year-end tax planning and estimated tax calculations.
• Support individual income tax, estate and gift, trust, charitable, and wealth-transfer planning projects.
• Assist with tax modeling and scenario analyses involving significant transactions, liquidity events, equity compensation, investments, relocations, and other complex client matters.
• Support cross-border planning and compliance for internationally mobile individuals and families.
• Coordinate information with clients and their other advisors, including attorneys, wealth managers, family offices, payroll providers, and investment professionals.

Client & Engagement Responsibilities

• Communicate directly with clients regarding tax information, open items, deadlines, and routine technical questions.
• Maintain organized engagement documentation and ensure work is completed accurately and timely.
• Assist engagement managers with project management, including monitoring deliverables, deadlines, budgets, and outstanding client information.
• Develop an understanding of each client's broader financial and family situation rather than approaching individual filings in isolation.

Team Development

• Provide day-to-day guidance and technical support to Associates and other junior team members.
• Review selected work prepared by junior staff and provide clear, constructive feedback.
• Assist with training and development of newer team members.
• Develop increasing independence in identifying issues, researching solutions, and communicating findings to engagement leadership.

Qualifications

• Bachelor's degree in Accounting, Finance, Taxation, or a related field.
• Approximately 2 to 5 years of relevant tax experience, preferably serving high-net-worth individuals or private clients.
• Experience preparing complex Form 1040 returns required.
• Experience with trusts, estates, gift tax, and/or international individual tax matters preferred.
• Familiarity with private investments, partnerships, brokerage reporting, equity compensation, and pass-through entities preferred.
• Strong analytical, organizational, research, and written communication skills.
• Ability to manage multiple engagements and deadlines in a fast-paced environment.
• Ability to communicate professionally with clients and senior engagement team members.
• CPA or Enrolled Agent credential, or progress toward an appropriate professional credential, preferred.
• Experience with professional tax preparation and workpaper technology such as CCH Axcess, SurePrep, GoSystem Tax RS, or similar platforms is prefered.

Additional Information

Compensation Range: $73,600 - $116,000

This is a hybrid role with possibility of remote depending on location.

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

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