Private Tax - Manager
Campbell, Santa Clara County, California, 95011, USA
Listed on 2026-07-29
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Finance & Banking
Financial Compliance, Tax Manager, Tax Advisor
Overview
Company Description:
Vialto Partners is a market leader in global mobility services. Our purpose is to ‘Connect the world’. We focus on cross-border compliance and risk assessment for tax, immigration, business travel, rewards and compensation, and remote work. We operate with a global team and serve clients in a variety of industries and locations.
We’re looking for a technically strong and client-focused 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.
- Team Supervision:
Mentor and supervise junior team members, ensuring work quality and timely delivery. - Collaborate with global colleagues across time zones and jurisdictions.
- Engagement Management:
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
- Hybrid role requiring in-office presence 2-3 times per week.
- Compensation range: $91,200 - $140,000.
- We are an equal opportunity employer that does not discriminate on the basis of any legally protected status.
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