Join to apply for the Tax Director - Private Client Services role at Vialto Partners
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Join to apply for the Tax Director - Private Client Services role at Vialto Partners
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 in over 50 countries around the world 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.
Role Summary
We are growing our Private Client Services (PCS) practice and seeking an experienced Director to advise globally mobile high-net-worth individuals (HNWIs) on complex U.S. and international tax matters. As a key leader in our PCS team, you will provide strategic tax guidance, mentor junior talent, and contribute to the expansion of our cross-border practice.
The ideal candidate will have strong technical expertise in U.S. individual income tax, international reporting, trust planning, and cross-border estate/gift taxation. This is an excellent opportunity for a commercially minded tax professional to help shape a modern, high-touch advisory offering.
Key Responsibilities
Client Delivery & Technical Oversight
- 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 firms 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 810 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 PCS 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: Hybrid Opportunity (2-3 days in a Vialto Office)
Please note, AI is used as part of the application process.
Seniority level
Seniority level
Director
Employment type
Employment type
Full-time
Job function
Job function
Accounting/Auditing and Finance-
Industries
Business Consulting and Services
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