Tax Associate - Private Client

Orbiss; Ciudad de México; À distance; MXN 1 214 000 - 1 681 000; Plein temps

Avantages offerts par ce poste

Health insurance

401(k) match

Unlimited PTO

Remote work policy

Office perks

International remote weeks

Résumé du poste

Orbiss is seeking a Tax Associate to support client management and project delivery across multiple engagements, with emphasis on teamwork, prioritization, and building foundational technical skills.

You will prepare individual, estate and fiduciary tax returns for US and non-US residents, participate in tax planning, and handle international forms like 5471, 8865, 8858, 114 under supervision, while pursuing CPA or EA.

Qualifications

• 1–2 years of accounting or related experience.
• Exposure to individual tax regulations and financial software.

Responsabilités

• Prepare individual, estate and fiduciary tax returns for US and non-US residents.
• Participate in tax planning and client consultations with tax lawyers and wealth managers.
• Prepare international tax forms (5471, 8865, 8858, 114).

Connaissances

Accounting basics

Tax regulation exposure

Excel proficiency

Monday.com experience

Formation

Bachelor's in Accounting/Finance

Pursuing CPA/EA

Outils

Xero

QuickBooks

Microsoft Excel

Monday.com

Description du poste

Company overview

Orbiss is an advisory and tax firm specialized in business growth in the United States. Founded in 2020, Orbiss helps international small and medium-sized private companies successfully scale up in the United States.

The firm offers a 360° and tailor-made support to its clients' cross-border accounting, tax, and M&A transaction needs. The Orbiss team’s vision is modernity. This vision is implemented through an innovative approach focusing on processes automation and aiming to place people at the heart of every decision, every day, in line with our values: kindness, honesty, respect, and integrity.

Orbiss is an innovative, modern, and young firm breaking old habits of the industry.

As a Tax Associate, you will be responsible for:

Position Summary:

The Associate supports client management and project delivery by working on multiple engagements simultaneously while maintaining high-quality standards. This role emphasizes teamwork, task prioritization, and building foundational technical skills.

Key Responsibilities:

• Preparation of individual, estate and fiduciary tax returns for US and non-US residents under the supervision of senior staff, mostly servicing entrepreneurs and co-founders of our corporate clients with net worth over $10M.
• Participation in tax planning and consultation process for clients through close collaborations with tax lawyers and wealth management firms.
• Preparation of international tax forms, including 5471, 8865, 8858, 114 (no worries, we will show you the ropes).

Education:

• Bachelor's degree in Accounting, Finance, or a related field.
• Actively pursuing or planning to pursue professional certifications such as CPA or EA.

Experience:

• 1–2 years of experience in accounting, finance, or related roles (internships are acceptable).
• Exposure to individual tax regulations, accounting systems, or financial software is required.

Technical Skills:

• Basic knowledge of accounting principles, tax regulations, and financial processes.
• Familiarity with accounting software (e.g., Xero, QuickBooks) and productivity tools (e.g., Microsoft Excel, Monday.com).

Soft Skills:

• Trust & Discretion: You handle sensitive client information with integrity, confidentiality, and reliability.
• Client Communication: You explain complex tax matters clearly, communicate proactively, and push back when needed.
• Relationship Skills: You build strong relationships with demanding international clients and their advisors.
• Precision & Perspective: You combine sharp attention to detail with a view of the client's overall situation.
• Adaptability & Problem-Solving: You thrive in a fast-paced environment and find creative, practical solutions.
• Organization: You manage multiple clients and deadlines efficiently and calmly.

Fluency in both English and French is a plus (written and spoken).

Did we mention Orbiss’s benefits?

• Health insurance 100% covered, with HSA & FSA options
• 401(k) with 100% match up to 6% — starting after 3 months
• Unlimited PTO (with a real minimum of 2 weeks — we mean it)
• Flexible remote policy — work from our offices (NYC, Austin, Miami, Atlanta) or anywhere in the US
• Office perks: breakfast, afternoon snacks, and Thursday Happy Hours
• Up to 8 weeks/year working from abroad, because we know what it means to be international

Last but not least, Orbiss is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected veteran status, age, or any other characteristic protected by law.