Tax Associate - Private Client

Orbiss • Miami, FL

1d • Remote

About The Position

Orbiss is an advisory and tax firm focused on helping international small and medium-sized private companies grow in the United States. Founded in 2020, the firm provides tailored cross-border accounting, tax, and M&A transaction support, with an emphasis on modern approaches and process automation.

The Tax Associate supports client management and project delivery across multiple engagements while maintaining high-quality standards. The role emphasizes teamwork, prioritization, and developing foundational technical skills. The Associate prepares individual, estate, fiduciary, and international tax returns for U.S. and non-U.S. residents, primarily serving entrepreneurs and co-founders of corporate clients with net worth over $10 million. The role also contributes to tax planning and consultation in collaboration with tax lawyers and wealth management firms, under the supervision of senior staff.

Requirements

• Bachelor's degree in Accounting, Finance, or a related field.
• One to two 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.
• Ability to handle sensitive client information with integrity, confidentiality, and reliability.
• Clear client communication, including explaining complex tax matters, communicating proactively, and pushing back when needed.
• Ability to build strong relationships with demanding international clients and their advisors.
• Attention to detail and ability to understand the client's overall situation.
• Adaptability, practical problem-solving, and ability to work in a fast-paced environment.
• Organization and ability to manage multiple clients and deadlines efficiently.

Nice To Haves

• Actively pursuing or planning to pursue a CPA or EA certification.
• Fluency in both written and spoken English and French.

Responsibilities

• Prepare individual, estate, and fiduciary tax returns for U.S. and non-U.S. residents under the supervision of senior staff.
• Prepare international tax forms, including Forms 5471, 8865, 8858, and 114.
• Participate in tax planning and client consultation in collaboration with tax lawyers and wealth management firms.
• Support client management and project delivery across multiple engagements while maintaining high-quality standards.
• Prioritize tasks and work collaboratively as part of the team.

Benefits

• Health insurance fully covered, with HSA and FSA options.
• 401(k) with a 100% match up to 6%, starting after three months.
• Unlimited PTO, with a stated minimum of two weeks.
• Flexible remote policy, with the option to work from offices in NYC, Austin, Miami, or Atlanta, or from anywhere in the United States.
• 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