- Serve as lead tax advisor for a portfolio of HNWI clients with international exposure.
- Deliver customized planning for pre-immigration, expatriation, foreign trusts, inbound investments, and global estate structures.
- Review complex U.S. tax filings and international information returns (e.g., Forms 3520/A, 5471, 8865, 8858, 8621, 8938, 1041, etc.).
- Provide tax risk management and ensure quality standards on client work.
- Supervise and mentor senior managers and other staff across locations.
- Support the firm’s training, development, and retention strategy for PCS professionals.
- Cultivate relationships with attorneys, private banks, wealth advisors, and other key intermediaries.
- Contribute to thought leadership and external visibility through events, whitepapers, or webinars.
- CPA, EA, or JD with a strong international tax background; MST or LLM a plus.
- Minimum 8–10 years of U.S. private client tax experience with international complexity.
- Demonstrated experience with foreign trust structures, U.S. estate/gift tax planning, and cross-border compliance.
- Leadership experience in managing client relationships and mentoring staff.
- Business development experience and/or strong external network preferred.
- Help shape a modern, scalable cross-border private tax practice.
- Join a non-federated firm that allows broader client access than the Big 4.
- Work with a leadership team that prioritizes flexibility, excellence, and innovation.
- Competitive compensation, performance-based bonus, including potential for equity and sales commissions.
- Location: United States
- Compensation Range: $161,300-264,900
- Employment Type: Full Time
- Work Arrangement: Remote
Skills Required
- CPA, EA, or JD with strong international tax background
- MST or LLM
- Minimum 8-10 years of U.S. private client tax experience with international complexity
- Demonstrated experience with foreign trust structures, U.S. estate/gift tax planning, and cross-border compliance
- Experience reviewing complex U.S. tax filings and international information returns (Forms 3520/A, 5471, 8865, 8858, 8621, 8938, 1041)
- Leadership experience managing client relationships and mentoring staff
- Business development experience and/or strong external network
What We Do
Vialto Partners is focused on transforming the global mobility ecosystem to support multinational organizations and their employees. The organization sparks growth and creates meaningful impact for businesses and individuals in more than 150 countries, supported by a team of over 6,000 dedicated immigration, tax, human resources and technology professionals. Vialto Partners offers clients: Tax solutions: Strategic tax planning, preparation and cross-border compliance services, including tax equalization and employment structures. Immigration services: Immigration-related consulting, processing and compliance services informed by knowledge of government regulations and rapidly changing immigration laws. Compensation and rewards: Integrated, end-to-end payroll and compensation management and reporting to ensure holistic global reporting, local compliance and overall cost-effectiveness. Dynamic work strategy and services: Design and implementation of real-time mobility strategies and services—from mobility managed services to remote work and business travel solutions. Vialto Partners is reimagining the future of global mobility, driving the mobility ecosystem forward to create a more connected, integrated and efficient supply chain to meet and exceed the evolving challenges and complexities of global workforce management. #vialtopartners
