Tax Manager - Private Client

Orbiss

1d • Remote

About The Position

The Tax Manager oversees a portfolio of individual tax clients, complex engagements, and the delivery of high-quality services. The role combines advanced US and cross-border tax expertise with client relationship management, team leadership, and responsibility for engagement performance and practice growth. The position manages engagements from planning through completion, advises clients on US and international tax matters, develops junior team members, and contributes to efficient service delivery and business development.

Requirements

• Bachelor’s degree in Accounting, Finance, Taxation, or a related field.
• CPA or EA certification preferred.
• 5–7+ years of experience in US individual taxation within a public accounting or tax advisory firm.
• Experience managing complex cross-border individual tax engagements, client relationships, and junior team members.
• Advanced knowledge of US federal and state individual taxation, including tax compliance and planning.
• Strong understanding of international individual tax matters, including tax residency, foreign tax credits, and reporting requirements.
• Proficiency in tax preparation software, Microsoft Excel, and workflow management and automation tools.
• Fluency in both written and spoken English and French.
• Ability to handle sensitive client information with integrity, confidentiality, and reliability.
• Ability to explain complex tax matters clearly, communicate proactively, and push back when needed.
• Ability to build strong relationships with demanding international clients and their advisors.
• Strong attention to detail, sound perspective, adaptability, problem-solving, and organization.

Nice To Haves

• Master’s degree in Taxation.

Responsibilities

• Manage a portfolio of individual tax clients and oversee engagements from planning through completion, ensuring quality, timely delivery, and profitability.
• Review complex US federal and state individual income tax returns, including international and cross-border matters, for accuracy and compliance.
• Serve as a primary client contact, provide proactive tax advice, and build long-term relationships.
• Identify tax planning opportunities and develop practical recommendations for clients’ US and international tax situations.
• Supervise, coach, and develop Associates and Seniors through feedback, technical guidance, and performance support.
• Plan engagement resources, monitor workloads, budgets, and deadlines, and support efficient delivery during busy seasons.
• Act as a technical reference for the team, resolve complex tax matters, and escalate significant issues as appropriate.
• Collaborate with Accounting & Advisory and Consulting teams to provide integrated solutions and identify additional client needs.
• Contribute to business development through client relationship expansion, opportunity identification, and proposal support.
• Drive process improvement, standardization, and automation to enhance efficiency, quality, and client experience.
• Stay current with US and international tax developments and share knowledge across the team.
• Promote a collaborative and accountable work environment aligned with Orbiss’s values.

Benefits

• Health insurance 100% covered, with HSA and FSA options.
• 401(k) with 100% match up to 6%, starting after 3 months.
• Unlimited PTO, with a stated minimum of 2 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 8 weeks per year working from abroad.

What This Job Offers

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