Tax Manager - Private Client

Orbiss; New York, Austin, Miami, Atlanta (NY, TX, FL, GA); Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

Health insurance 100% covered

401(k) with match

Unlimited PTO

Flexible remote policy

Office perks

International remote allowed

Job summary

Orbiss is seeking a Tax Manager to oversee a portfolio of individual tax clients, combining US and cross-border expertise with strong client management. You will lead engagements, review complex returns, and identify planning opportunities while mentoring Associates and Seniors.

Fluency in English and French is required. The role offers a collaborative, international environment with flexible remote options and a focus on automation and process improvement.

Qualifications

• 5–7+ years of US individual tax experience in public accounting or tax advisory
• Experience managing complex cross-border individual tax engagements and junior team members
• Fluency in English and French (written and spoken)

Responsibilities

• Oversee a portfolio of individual tax clients from planning through completion while ensuring quality, timely delivery, and profitability.
• Review complex US federal and state individual income tax returns, including international and cross-border matters.
• Serve as a primary client contact, providing proactive tax advice and building long-term relationships.
• Identify tax planning opportunities and provide practical recommendations for US and international tax matters.
• Supervise, coach, and develop Associates and Seniors with regular feedback and guidance.
• Plan resources, monitor workloads and deadlines, and ensure efficient delivery during peak seasons.
• Collaborate with Accounting & Advisory and Consulting teams to provide integrated solutions.
• Contribute to business development through client relationship expansion and proposals.

Skills

US tax

Cross-border tax

Client relations

Team leadership

Education

Bachelor’s degree in Accounting/Finance/Taxation

Master’s degree in Taxation (plus)

CPA or EA certification preferred

Tools

Tax preparation software

Microsoft Excel

Workflow automation tools

Job description

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 Manager, you will be responsible for:

Position Summary:

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.

Key Responsibilities:

• Manage a portfolio of individual tax clients, overseeing engagements from planning through completion while ensuring quality, timely delivery, and profitability.
• Review complex US federal and state individual income tax returns, including international and cross-border matters, ensuring accuracy and compliance.
• Serve as a primary point of contact for clients, providing proactive tax advice and building long-term relationships.
• Identify tax planning opportunities and develop practical recommendations tailored to clients’ US and international tax situations.
• Supervise, coach, and develop Associates and Seniors through regular feedback, technical guidance, and performance support.
• Plan resources across engagements, monitor workloads, budgets, and deadlines, and ensure efficient delivery during busy seasons.
• Act as a technical reference for the team, resolving complex tax matters and escalating 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, accountable work environment aligned with Orbiss’s values.

Education:

• Bachelor’s degree in Accounting, Finance, Taxation, or a related field (Master’s degree in Taxation is a plus).
• CPA or EA certification preferred.

Experience:

• 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.

Technical Skills:

• 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.

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 required (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.