Vialto Private Tax - Senior Manager

Key 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.

Engagement Management

• Drive operational excellence across client engagements, including planning, budgeting, and workflow coordination.
• Contribute to the development of 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, 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.