Tax Associate - Private Client

Orbiss • Austin, TX

1d

About The Position

Orbiss is an advisory and tax firm specializing in helping international small and medium-sized private companies grow in the United States. Founded in 2020, it provides tailored support for cross-border accounting, tax, and M&A transaction needs. The firm emphasizes process automation and a people-centered approach guided by kindness, honesty, respect, and integrity.

The Tax Associate supports client management and project delivery across multiple engagements while maintaining high-quality standards. The role emphasizes teamwork, task prioritization, and development of foundational technical skills. The associate prepares individual, estate, and fiduciary tax returns for US and non-US residents, mainly entrepreneurs and co-founders of corporate clients with net worth exceeding $10 million. Working under senior staff supervision, the associate also participates in tax planning and consultation with tax lawyers and wealth management firms, and prepares international tax forms.

Requirements

• Bachelor's degree in Accounting, Finance, or a related field.
• Actively pursuing or planning to pursue a professional certification such as CPA or EA.
• 1–2 years of experience in accounting, finance, or related roles; internships are acceptable.
• Exposure to individual tax regulations, accounting systems, or financial software.
• Basic knowledge of accounting principles, tax regulations, and financial processes.
• Familiarity with accounting software such as Xero or QuickBooks and productivity tools such as Microsoft Excel or Monday.com.
• Handle sensitive client information with integrity, confidentiality, and reliability.
• Explain complex tax matters clearly, communicate proactively, and push back when needed.
• Build strong relationships with demanding international clients and their advisors.
• Combine attention to detail with an understanding of the client's overall situation.
• Adapt to a fast-paced environment and find creative, practical solutions.
• Manage multiple clients and deadlines efficiently and calmly.

Nice To Haves

• Fluency in both written and spoken English and French.

Responsibilities

• Support client management and project delivery across multiple engagements while maintaining high-quality standards.
• Prepare individual, estate, and fiduciary tax returns for US and non-US residents under the supervision of senior staff.
• Participate in tax planning and client consultations in collaboration with tax lawyers and wealth management firms.
• Prepare international tax forms, including Forms 5471, 8865, 8858, and 114.
• Prioritize tasks and collaborate with teammates while developing foundational technical skills.

Benefits

• Health insurance fully covered, with HSA and FSA options.
• 401(k) with a 100% match up to 6%, starting after three months.
• Unlimited paid time off, with a stated minimum of two weeks.
• Flexible remote policy, with the option to work from offices in NYC, Austin, Miami, or Atlanta, or elsewhere in the US.
• Office perks including breakfast, afternoon snacks, and Thursday happy hours.
• Ability to work from abroad for up to eight weeks per year.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level