Join to apply for the Tax Senior Manager - Private Client Services role at Vialto Partners
2 weeks ago Be among the first 25 applicants
Join to apply for the Tax Senior Manager - Private Client Services role at Vialto Partners
Get AI-powered advice on this job and more exclusive features.
Company Description
Vialto Partners is a market leader in global mobility services. Our purpose is to ‘Connect the world’. We are unique and the only stand-alone global mobility business. This presents a rare opportunity for our clients, stakeholders and colleagues.
Company Description
Vialto Partners is a market leader in global mobility services. Our purpose is to ‘Connect the world’. We are unique and the only stand-alone global mobility business. This presents a rare opportunity for our clients, stakeholders and colleagues.
Our teams help companies streamline and effectively manage their global mobility programs in a cost-efficient and compliant manner. Our services focus on providing cross-border compliance and risk assessment for tax, immigration, business travel, rewards and compensation, and remote work.
Working at Vialto Partners is about getting the chance to be part of a global and dynamic team. Globally, Vialto Partners has over 6,500 staff and continues to grow. You will work with clients from a range of industries and different geographical locations. We believe in connecting the world and supporting our colleagues to do the same in their careers by undertaking assignments and opportunities globally that broaden their skills and ultimately benefit our clients.
Vialto is unstoppable when we work together in a culture of belonging, where everyone can thrive. We encourage employees to bring their true selves and share their unique talents and expertise to positively impact the communities we serve.
To learn more about what we do, tune in to our podcast On the Move to hear expert insights on issues affecting global mobility, and read about the latest news in the industry. You can also follow us on Linkedin and Instagram.
Job Description
We’re looking for a technically strong and client-focused Senior Manager to join our expanding PCS practice. In this role, you will manage the 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.
You’ll play a critical role in delivering complex tax solutions, managing a team, and supporting the growth of a high-performing advisory practice in a fast-changing global environment.
Key Responsibilities
Client Service & Technical Execution
- 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.
- Drive operational excellence across client engagements, including planning, budgeting, and workflow coordination.
- Contribute to the development of internal processes, templates, and knowledge tools.
- 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
- Collaborate with globally recognized experts in private client tax
- Build a career in a high-growth, entrepreneurial environment
- Operate in a non-federated environment facilitating a larger market to penetrate unlike the Big 4 world
- Competitive compensation with performance-based bonus
- This is a Hybrid role coming into the office 2-3 times a week.
- Compensation range: $124,300- 204,200
- 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.
Seniority level
Seniority level
Mid-Senior level
Employment type
Employment type
Full-time
Job function
Job function
Finance and SalesIndustries
Business Consulting and Services
Referrals increase your chances of interviewing at Vialto Partners by 2x
Sign in to set job alerts for “Private Client Manager” roles.
Chicago, IL $40,000.00-$65,000.00 1 week ago
Chicago, IL $200,000.00-$225,000.00 1 week ago
Northbrook, IL $130,000.00-$175,000.00 1 week ago
J.P. Morgan Wealth Management – Private Client Advisor - Chicago Downtown
Regional Director of Strategic Advice & Planning
Chicago, IL $170,255.00-$200,300.00 2 days ago
Director Strategic Client Development - Wealth Management
Chicago, IL $160,000.00-$220,000.00 4 days ago
Chief Investment Officer, Wealth Management
Chicago, IL $400,000.00-$550,000.00 1 week ago
Chicago, IL $90,000.00-$125,000.00 2 weeks ago
Chicago, IL $75,000.00-$110,000.00 1 week ago
Greater Chicago Area $85,000.00-$125,000.00 4 days ago
J.P. Morgan Wealth Management National Branch Personal Advisor - Chicago
Sr. Team Manager, Centralized Planning Group
New York City Metropolitan Area 4 weeks ago
Skokie, IL $60,000.00-$85,000.00 4 days ago
J.P. Morgan Wealth Management – Private Client Advisor - O'Hare / Cook County, IL
Asset & Wealth Management, Client Solutions Group, Retirement Solutions, Defined Contribution (DC) Midwest Institutional Sales - Vice President
Chicago, IL $100,000.00-$230,000.00 3 days ago
Chicago, IL $125,000.00-$155,000.00 2 weeks ago
Des Plaines, IL $102,000.00-$190,000.00 1 week ago
Managing Director, Transaction Advisory Services
Chicago, IL $550,000.00-$900,000.00 6 days ago
Sr. Consultant – Financial Strategy & Operations, Omnium Transformation
Chicago, IL $83,100.00-$141,300.00 3 weeks ago
Business Development Manager, Private Client
Sr. Relationship Manager, Global Family Office (GFO)
Chicago, IL $137,400.00-$240,400.00 1 week ago
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr