Vialto Partners Logo

Vialto Partners

Vialto Private Tax - Director

Posted Yesterday
Be an Early Applicant
In-Office
San Jose, CA, USA
161K-265K Annually
Senior level
In-Office
San Jose, CA, USA
161K-265K Annually
Senior level
Lead tax advisor for high-net-worth, internationally mobile clients. Provide strategic planning for pre-immigration, expatriation, foreign trusts, inbound investments, and global estate structures. Review complex U.S. tax filings and international information returns, manage tax risk and quality, mentor senior staff, and drive practice growth via partner relationships, thought leadership, and business development.
The summary above was generated by AI
Company Description
Vialto is a market leader in global mobility services. Our purpose is to ‘Make Global Mobility Better’. 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 is about getting the chance to be part of a global and dynamic team. Globally, Vialto has over 8,200 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 Vialto Private 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 Private Tax 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.
Team Leadership & Development
  • Supervise and mentor senior managers and other staff across locations.
  • Support the firm’s training, development, and retention strategy for PCS professionals.
Practice Expansion
  • Cultivate relationships with attorneys, private banks, wealth advisors, and other key intermediaries.
  • Contribute to thought leadership and external visibility through events, whitepapers, or webinars.
Qualifications
  • 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.
Why Join Us
  • Help shape a modern, scalable cross-border private tax 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.
Additional Information:
  • Location: United States
  • Compensation Range: $161,300-264,900
  • Employment Type: Full Time
  • Work Arrangement: Remote
We are an equal opportunity employer that does not discriminate based on any legally protected status.
Please note, AI is used as part of the application process.

Similar Jobs

Yesterday
Hybrid
193K-280K Annually
Expert/Leader
193K-280K Annually
Expert/Leader
Artificial Intelligence • Cloud • HR Tech • Information Technology • Productivity • Software • Automation
Lead end-to-end strategy and orchestration for complex, cross-geography 360 deals. Serve as SME for global deal structuring and Buy From strategy, build/validate business cases, enable Geo Leads with playbooks and governance, drive cross-functional alignment (Finance, Legal, Product, Sourcing), manage escalations, and continuously improve execution to accelerate deal velocity, prevent value leakage, and optimize deal economics.
Yesterday
Hybrid
Senior level
Senior level
eCommerce • Fashion • Retail • Sales • Wearables • Design
Senior Microsoft 365 Platform Engineer to lead design, implementation, governance, and Tier 3/4 support for M365 (Exchange, SharePoint, Teams, Entra ID, Intune, Purview, Power Platform). Drive roadmap, data governance, security/compliance controls, automation, and enterprise adoption while mentoring engineers and partnering with Security, Legal, and business stakeholders.
Top Skills: Azure AdEntra IdExchange OnlineIntuneMicrosoft 365Microsoft PurviewMicrosoft TeamsOnedrivePower AppsPower AutomatePower PlatformPowershellSharepoint Online
Yesterday
Hybrid
210K-237K Annually
Senior level
210K-237K Annually
Senior level
Enterprise Web • Fintech • Payments • Software • Financial Services
Lead and grow a small infrastructure team to scale AWS-based platform environments, optimize ECS and CI/CD at scale, own networking and observability, mentor engineers, set technical direction, and participate in on-call support.
Top Skills: AWSBashCi/CdEcsLinuxPostgresPythonTerraform

What you need to know about the San Francisco Tech Scene

San Francisco and the surrounding Bay Area attracts more startup funding than any other region in the world. Home to Stanford University and UC Berkeley, leading VC firms and several of the world’s most valuable companies, the Bay Area is the place to go for anyone looking to make it big in the tech industry. That said, San Francisco has a lot to offer beyond technology thanks to a thriving art and music scene, excellent food and a short drive to several of the country’s most beautiful recreational areas.

Key Facts About San Francisco Tech

  • Number of Tech Workers: 365,500; 13.9% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Google, Apple, Salesforce, Meta
  • Key Industries: Artificial intelligence, cloud computing, fintech, consumer technology, software
  • Funding Landscape: $50.5 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Sequoia Capital, Andreessen Horowitz, Bessemer Venture Partners, Greylock Partners, Khosla Ventures, Kleiner Perkins
  • Research Centers and Universities: Stanford University; University of California, Berkeley; University of San Francisco; Santa Clara University; Ames Research Center; Center for AI Safety; California Institute for Regenerative Medicine

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account