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Tax Senior Manager - Private Client Services at Vialto Partners

Boston, Massachusetts, United States -

Full Time

Start Date

Immediate

Expiry Date

28 Jan, 26

Salary

0.0

Posted On

30 Oct, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Service, Technical Execution, Tax Planning, Trust Taxation, Foreign Investment Structuring, Expatriation, Project Management, Technical Research, U.S. Tax Returns, International Information Reporting, Cross-Border Exposure, Estate Rules, Gift Rules, Practice-Building Initiatives, CPA, EA, JD

Industry

Business Consulting and Services

Description

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

Responsibilities

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.