Vialto Private Tax - Manager
Core
Manage delivery of U.S. tax compliance and planning services to globally mobile individuals and families, including U.S. citizens abroad, nonresidents with U.S. investments, and cross-border executives.
Role type
Manager, U.S. private client tax (cross-border)
Builds
U.S. tax returns and international information reporting for high-net-worth individuals
Domain
Tax, cross-border compliance, private client services
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
U.S. international individual tax, trust taxation, foreign investment structuring, expatriation rules, project management, team supervision, client interaction
Preferred skills
MST, LLM
Technologies
Forms 8938, 3520, 5471
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; Conduct technical research and provide tax planning on topics such as trust taxation, foreign investment structuring, and expatriation; Mentor and supervise junior team members; Drive operational excellence across client engagements including planning, budgeting, and workflow coordination
Seniority
Manager, hands-on IC with team supervision