Tax Associate - Private Client

Orbiss Inc.; New York, Austin, Miami, Atlanta (NY, TX, FL, GA); À distance; MXN 784 000 - 1 158 000; Plein temps

Avantages offerts par ce poste

Health insurance 100% covered

401(k) with 100% match up to 6%

Unlimited PTO

Flexible remote policy

Office perks: breakfast, snacks, Happy

Up to 8 weeks/year abroad

Résumé du poste

Orbiss Inc. in Mexico City seeks an Associate to support client management and project delivery across multiple engagements, focusing on teamwork, prioritization, and building foundational technical skills.

You will prepare tax returns for US and non-US residents, participate in planning with lawyers and wealth managers, and assist with international tax forms. Fluency in English and French is a plus.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• Actively pursuing CPA or EA certification.
• 1-2 years of experience in accounting, finance, or related roles.
• Exposure to individual tax regulations, accounting systems, or financial software.
• Fluency in English and French is a plus.

Responsabilités

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

Connaissances

Accounting basics

Tax rules

Excel

Client comms

Teamwork

Financial software familiarity

Formation

Bachelor's degree in Accounting or Finance

CPA or EA pursued/planned

Outils

Xero

QuickBooks

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.

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)

Requirements

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).

Benefits

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.