Tax Senior - Private Client

Orbiss

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, the firm provides tailored support for clients’ cross-border accounting, tax, and M&A transaction needs, with an emphasis on modern processes, automation, and people-centered values.

The Tax Senior manages client engagements end to end while mentoring associates and contributing to team success. The role calls for technical expertise, leadership, and strong client-management skills. The Tax Senior leads engagement planning, execution, and review; delegates and monitors work; trains and mentors associates; coordinates with other departments to provide integrated client solutions; resolves complex technical issues; contributes to business development; and stays current with industry trends and best practices.

The position requires a bachelor’s degree in Accounting, Finance, or a related field, with a master’s degree considered a plus, and CPA or EA certification or active pursuit of certification. Applicants must have 3–5 years of tax experience, including substantial hands-on experience in U.S. individual income taxation, and experience managing client engagements and supervising junior team members. Fluency in written and spoken English and French is required. Orbiss offers a flexible remote policy, with work available from its offices or anywhere in the United States, and permits up to eight weeks per year working from abroad.

Requirements

• Bachelor’s degree in Accounting, Finance, or a related field.
• CPA or EA certification, or actively pursuing certification.
• 3–5 years of tax experience, including significant hands-on experience in U.S. individual income taxation.
• Demonstrated ability to manage end-to-end client engagements and supervise junior team members.
• Advanced knowledge of accounting standards, tax regulations, and financial reporting.
• Proficiency in accounting software and tools, such as Xero, QuickBooks, and workflow automation platforms.
• Experience coordinating across multiple departments to provide integrated client solutions.
• Fluency in written and spoken English and French.
• Ability to handle sensitive client information with integrity, confidentiality, and reliability.
• Clear, proactive client communication, including the ability to explain complex tax matters and push back when needed.
• Ability to build relationships with demanding international clients and their advisors.
• Sharp attention to detail and an ability to consider the client’s overall situation.
• Adaptability and practical problem-solving in a fast-paced environment.
• Ability to manage multiple clients and deadlines efficiently and calmly.

Nice To Haves

• Master’s degree.

Responsibilities

• Lead and manage client engagements through planning, execution, and review, ensuring work is completed on time and within budget.
• Delegate tasks to team members and monitor progress to meet quality standards.
• Train and mentor associates, providing constructive feedback to support their professional growth.
• Coordinate with other departments, such as audit and consulting, to deliver integrated client solutions.
• Apply technical expertise to resolve complex issues.
• Contribute to the firm’s business development activities.
• Stay updated on industry trends and best practices to improve client service and internal processes.
• Manage multiple clients and deadlines efficiently.
• Communicate complex tax matters clearly and proactively with clients, and push back when needed.
• Handle sensitive client information with integrity, confidentiality, and reliability.

Benefits

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

What This Job Offers

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