What are the responsibilities and job description for the Tax Senior Manager - Private Client Services position at Vialto Partners?
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. 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
