Director/Sr Manager Personal Financial Planning

Job Description

Company Description

Vialto Partners is a market leader in global mobility services. Our purpose is to ‘Connect the world’. 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 Partners is about getting the chance to be part of a global and dynamic team. Globally, Vialto Partners has over 6,500 staff worldwide 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.

Job Description

Our globally integrated solutions support global workforce mobility, including immigration, tax, managed services, and digital solutions. As a trusted advisor of compliance, consulting and technology services to multinational corporations, we solve complex, cross-border workforce mobility challenges to ensure our clients and their employees have a consistent and compliant global mobility experience.

In This Position, Your Role Is Essential In Upholding Compliance With Tax Regulations And Optimizing Tax Processes For Employees On International Assignments. This Position Is Key In Handling The Tax Consequences Of Global Mobility And Facilitating a Smooth Transition For Employees Across Different Countries. Your Main Objective Is To Reduce Tax-related Risks And Costs, While Ensuring That Both The Organization And Its Employees Adhere To Relevant Tax Laws. Responsibilities Include:

• 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
  
  

Basic Qualifications:

Job Requirements and Preferences:

Minimum Degree Required:

Bachelor Degree

Required Fields Of Study:

Accounting

Additional Educational Requirements:

Other business related fields will be considered (such as, Business Administration/Management, Economics, Finance, International Business, Management, Quantitative Finance). Job seekers must demonstrate all of the minimum requirements are met for CPA licensure per respective state regulations.

Minimum Years Of Experience:

10 year(s)

Preferred Knowledge/Skills:

• 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; and,
• 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; and,
• 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.
  
  

Additional Information:

• Compensation Range: $124,300 - $204,200
• This is a remote role.
• We are an equal-opportunity employer that does not discriminate on the basis of any legally protected status.
• Please note, AI is used as part of the application process.
  
  

For further information, and to apply, please visit our website via the “Apply” button below.