Tax Associate - Private Client

Orbiss • Austin, TX

1d • Remote

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, the firm provides tailored support for cross-border accounting, tax, and M&A transaction needs, with an emphasis on modern processes and automation and values of 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, prioritizing tasks, and developing foundational technical skills. The Associate prepares individual, estate, and fiduciary tax returns for US and non-US residents under senior staff supervision, primarily for entrepreneurs and co-founders of corporate clients with net worths over $10 million. The Associate also participates in tax planning and consultation in collaboration with tax lawyers and wealth management firms, and prepares international tax forms including Forms 5471, 8865, 8858, and 114.

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 a related role; 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

• Prepare individual, estate, and fiduciary tax returns for US and non-US residents under the supervision of senior staff.
• Support entrepreneurs and co-founders of corporate clients, primarily those with net worths over $10 million.
• Participate in tax planning and consultation in collaboration with tax lawyers and wealth management firms.
• Prepare international tax forms, including Forms 5471, 8865, 8858, and 114.
• Support client management and project delivery across multiple engagements while maintaining high-quality standards.
• Prioritize tasks and contribute effectively as part of a team.

Benefits

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

What This Job Offers

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