Tax Associate - Private Clients

Orbiss Inc.; Boston (MA); Hybrid; USD 60,000 - 80,000; Full time

Benefits offered by this job

Health Insurance

401(k) match

Unlimited PTO

Commuter benefits

Flexible remote policy

Breakfast & snacks in office; Happy小时r

Job summary

Orbiss Inc. in Boston seeks a Tax Associate to prepare individual, estate, and fiduciary tax returns for US and non-US residents under supervision. You will work with entrepreneurs and co-founders of client companies with high net worth, assisting in tax planning and cross-border filings.

The role involves collaboration with tax lawyers and wealth management firms, preparation of international tax forms, and ongoing learning in a fast-evolving tax environment. A CPA in progress is a plus.

Qualifications

• Bachelor's degree in accounting or finance, or working towards completion.
• 1–2 years of general tax or accounting experience.
• Proficient with tax software and Microsoft Excel.
• Ability to identify international tax issues and propose practical solutions.
• Willingness to learn and work autonomously with a team.

Responsibilities

• Prepare individual, estate, and fiduciary tax returns for US and non-US residents under supervision.
• Assist entrepreneurs and co-founders of corporate clients with net worth over $10M.
• Participate in tax planning and consultations with tax lawyers and wealth management firms.
• Prepare international tax forms such as 5471, 8865, 8858, 114.

Skills

Autonomy

Team spirit

Exceptional communication skills

Respect deadlines

Collaboration

Professional skepticism

Willingness to learn

CPA in progress

French language (plus)

Education

Bachelor's degree in accounting or finance

Tools

Microsoft Excel

Tax software

International tax software

Job description

Company Overview

Orbiss Inc. is a tax and accounting firm specializing in business growth in the United States. Launched in 2020, Orbiss has helped hundreds of small and medium-sized international companies scale up and thrive in the dynamic American market.

With a focus on personalized solutions, Orbiss offers fully tailored support for our clients' cross-border tax, accounting, and consulting needs. Our vision is modernity, driving us to adopt an innovative approach that prioritizes process automation and quality assurance, while always keeping people at the heart of our mission. At its core, Orbiss is an innovative, modern, young firm that believes an old industry can still learn new tricks. We prioritize the development of our people and are dedicated to guiding you through the learning process.

As a Tax Associate you will be responsible for:

• 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:
• At least a bachelor's degree in accounting, finance, a related field or working towards completion
• Entry-Level Experience:
• At least 1-2 years of general tax or accounting experience to build a foundation in taxation
• Technical skills:
• Be adept at using tax software and accounting tools, such as international tax compliance software and Microsoft Excel
• Develop the ability to identify and address complex international tax issues and propose practical solutions
• Soft Skills:
• An appeal to work in autonomy but with taste for team' spirit.
• An ability to respect deadlines or communicate in advance if not doable.
• Collaborate with colleagues from various departments within the organization to provide holistic solutions to clients.
• Uphold high ethical standards and maintain client confidentiality.
• Continuously Eager to Learn
• Exercises Professional Skepticism
• Exceptional Communication Skills
• Working towards CPA is a plus.
• French language is a plus.

Benefits

• Health Insurance paid 100% with HSA and FSA available.
• 401(k) plan with a 100% match up to 6% after 3 months.
• Unlimited paid time-off policy (with a minimum of 2 weeks/year to be taken).
• Transportation program (Commuter Benefits, CitiBike membership offered).
• Working from our offices (NYC, Boston, San Francisco, Austin) with a flexible remote policy.
• And if you decide to come to the office: breakfast in the morning, snacks in the afternoon and Happy Hour on Thursdays (not sure we should have mentioned this one )!