Job Description - Tax Director - Private Client Services
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. Contribute to thought leadership and external visibility through events, whitepapers, or webinars Work Arrangement: Hybrid Opportunity (2-3 days in a Vialto Office) Supervise and mentor senior managers and other staff across locations. Support the firm's training, development, and retention strategy for PCS professionals. CPA, EA, or JD with a strong international tax background; MST or LLM a plus Minimum 8-10 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
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