Private Client Tax Program Manager (Remote)

Vialto Partners seeks a detail-oriented Program Manager to oversee day-to-day delivery of RIA Private Client Tax programs. You will coordinate clients, advisors and leadership, drive onboarding and communications, track KPIs, and ensure high client satisfaction.

Improve engagement efficiency and lead post-project reviews to capture lessons learned. You will manage multiple relationships, escalate issues, and maintain clear status updates across stakeholders, with a focus on compliance and