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Vialto Partners · 2 weeks ago

Senior Tax Associate - Private Client Services

Harrisburg, PA

Contract

Hybrid

Mid, Senior Level

$71K/yr - $116K/yr

3+ years exp

Vialto Partners is a market leader in global mobility services, providing cross-border compliance and risk assessment for tax and immigration. The Senior Tax Associate will uphold compliance with tax regulations and optimize tax processes for employees on international assignments, ensuring adherence to relevant tax laws.

Consulting

Responsibilities

Accurately prepare, review, and file tax returns and related deliverables for globally mobile employees within designated deadlines

Offer specialized advice and strategic recommendations to internal teams regarding tax planning, withholding responsibilities, and social security contributions

Work in tandem with finance and HR departments to ensure precise calculation and reporting of payroll taxes and social security contributions

Offer specialized tax advice on assignment structures, leveraging tax treaties, and identifying tax-efficient benefits

Educate and counsel employees on their tax responsibilities and the potential implications of international assignments

Provide guidance on tax equalization and protection policies to employees, ensuring clear understanding and compliance

Analyze employee compensation and payroll data to accurately calculate tax liabilities and identify potential benefits

Prepare supporting applications and documentation to optimize employees’ tax positions, including comprehensive data analysis and communication with assignees

Diligently maintain detailed tax records and documentation for accuracy and audit-readiness

Stay informed on the latest developments in international tax laws and regulations

Compile and present tax reports to management, auditors, and tax authorities, highlighting key findings and recommendations

Gain a broad understanding of other service lines within the business to identify cross-functional issues and collaborate with Tax SMEs for integrated solutions

Conduct in-depth research on country-specific tax issues, particularly in areas where the organization operates

Act as the primary point of contact for clients with employees on business trips, offering exceptional service and support

Regularly communicate with clients to update them on the progress of trip assessments, address concerns and ensure client satisfaction

Responsible for the financial management of the engagement (this includes billings, collection, metrics & KPIs tracking )

Collaborate with clients to implement Global Mobility Tax strategies minimizing liabilities for both the company and the employee

Recognize and actively seek out fresh business prospects within the existing client base, gained through a deep understanding of their changing requirements

Work to expand the client portfolio and nurture existing client relationships to drive revenue growth

Analyse market trends and competitive landscape to identify potential growth areas and opportunities

Qualification

Individual income taxK-1 reportingTax complianceGlobal mobility issuesData analysisEngagement managementResearch skillsClient relationship managementCommunication skillsTeam leadership

Required

Minimum Degree Required: Bachelor Degree

Required Fields of Study: Accounting

Minimum Years of Experience: 3 year(s)

Job seekers must demonstrate all of the minimum requirements are met for CPA licensure per respective state regulations

Preferred

Demonstrates thorough knowledge and/or a proven record of success in work with employees and partners of professional services firms

Individuals should have a thorough knowledge of individual income tax issues and K-1 reporting

Good communication skills for actively participating in client discussions and meetings; communicating a broad range of Firm services

Managing engagements including preparing concise, accurate documents and balancing project economics management with the occurrence of unanticipated issues

Creating a positive environment by monitoring workloads of the team while meeting client expectations and respecting the work-life quality of team members

Providing candid, meaningful feedback in a timely manner

Keeping leadership informed of progress and issues

As a tax technical professional, demonstrates ability to research business and industry trends to develop a point of view to leverage in assisting with proposals

Experimentation with automation & digitization in a professional services environment including but not limited to: Innovating through new and existing technologies, along with experimenting with digitization solutions

Working with large, complex data sets to build models and leverage data visualization tools

Exposure to pricing, client value and the negotiation process - including reviewing contracts and finding opportunities to introduce new pricing options

Understanding of global mobility issues is a plus but not required