Vialto Private Tax - Director
Core
Lead tax advisor for high-net-worth individuals with international exposure, delivering customized planning for pre-immigration, expatriation, foreign trusts, and global estate structures.
Role type
Director, Private Tax (Individual & International)
Builds
Cross-border tax advisory services for HNWIs and complex trust/estate structures
Domain
Tax (US Individual & International), Wealth Management
Deliverable
client delivery
Required skills
US individual income tax, international reporting, trust planning, cross-border estate/gift taxation, complex tax filing review, tax risk management, team leadership, business development
Preferred skills
MST or LLM, foreign trust structures, external network cultivation
Technologies
Forms 3520/A, 5471, 8865, 8858, 8621, 8938, 1041, 1040
Responsibilities
Serve as lead tax advisor for a portfolio of HNWI clients, Deliver customized planning for pre-immigration and foreign trusts, Review complex U.S. tax filings and international information returns, Supervise and mentor senior managers and staff, Cultivate relationships with attorneys and wealth advisors
Seniority
Director, strategic leadership & mentorship
