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Hnwi Jobs (NOW HIRING)

Australia-Employment

Partner

Manhattan, NY · On-site

$250K - $500K/yr

Partner $250000 - $500000 per year | New York, NY | On-Site | Permanent Tax Partner - Private Business and HNWI A bit about us: We take pride in our work, making it our goal to live up to our ...

Vialto Partners

Vialto Private Tax - Manager

Austin, TX · On-site

$110K - $144K/yr

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 ...

Vialto Partners

Vialto Private Tax - Director

New York, NY · On-site

$161K - $264K/yr

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 ...

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What are HNWIs?

HNWIs, or High-Net-Worth Individuals, are people who possess a significant amount of investable financial assets, typically excluding their primary residence. The threshold to be considered an HNWI varies by institution, but it usually refers to individuals with at least $1 million in liquid assets. HNWIs often receive specialized financial services, investment options, and wealth management advice from banks and financial institutions due to their substantial assets.

What are the key skills and qualifications needed to thrive as a High-Net-Worth Individual (HNWI) wealth advisor, and why are they important?

To thrive as an HNWI wealth advisor, you need a deep understanding of financial planning, investment strategies, and tax regulations, typically supported by a finance degree and certifications like CFP or CFA. Expertise in portfolio management software, CRM systems, and financial analysis tools is essential. Exceptional interpersonal skills, discretion, and the ability to build trust set top advisors apart in managing complex client relationships. These skills are crucial for providing tailored advice and maintaining long-term, high-value client partnerships.

What are some common challenges faced by professionals who manage HNWI (High Net Worth Individual) client relationships?

Managing relationships with HNWI clients often involves navigating complex financial needs, maintaining a high level of personalized service, and responding quickly to evolving client expectations. Professionals in this role must stay updated on market trends, understand a broad range of investment products, and ensure confidentiality and discretion. Building trust and long-term relationships is crucial, as HNWI clients typically expect proactive communication and bespoke solutions that address their unique financial goals.
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Infographic showing various Hnwi job openings in the United States as of July 2026, with employment types broken down into 95% Full Time, and 5% Part Time. Highlights an 82% Physical, 3% Hybrid, and 15% Remote job distribution.

Vialto Private Tax - Senior Manager

Vialto Partners

New York, NY • On-site

Full-time

Posted 28 days ago

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 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
We're looking for a technically strong and client-focused Senior Manager to join our expanding PCS practice. In this role, you will manage the delivery of U.S. tax compliance and planning services to globally mobile individuals and families, including U.S. citizens abroad, nonresidents with U.S. investments, and cross-border executives.
You'll play a critical role in delivering complex tax solutions, managing a team, and supporting the growth of a high-performing advisory practice in a fast-changing global environment.
Key Responsibilities
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.

Team Supervision
  • Mentor and supervise junior team members, ensuring work quality and timely delivery.
  • Collaborate with global colleagues across time zones and jurisdictions.

Engagement Management
  • Drive operational excellence across client engagements, including planning, budgeting, and workflow coordination.
  • Contribute to the development of internal processes, templates, and knowledge tools.

Qualifications
  • 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

Why Join Us
  • Collaborate with globally recognized experts in private client tax
  • Build a career in a high-growth, entrepreneurial environment
  • Operate in a non-federated environment facilitating a larger market to penetrate unlike the Big 4 world
  • Competitive compensation with performance-based bonus

Additional Information
  • This is a Hybrid role coming into the office 2-3 times a week.
  • Compensation range: $112,300- 170,000
  • 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.

Apply