Tax Manager - Private Client

Orbiss; Oregon; Hybrid; USD 120,000 - 150,000; Full time

Benefits offered by this job

Health insurance

401(k) match

Unlimited PTO

Flexible remote work

Office perks

Working abroad

Job summary

Orbiss is a forward-looking advisory and tax firm focused on helping international small and medium-sized private companies grow in the United States. As Tax Manager, you will oversee a portfolio of individual tax engagements, combining deep US tax expertise with cross-border knowledge and leadership to manage client relationships and practice growth.

You will guide complex returns, identify planning opportunities, and lead a team of Associates and Seniors while collaborating with Accounting &

Qualifications

• 5–7+ years of US individual tax experience.
• Experience with cross-border tax engagements.
• CPA or EA certification preferred.
• Fluent in English and French (written and spoken).
• Proficiency in tax software and Excel.
• Strong client relationship management.

Responsibilities

• Manage a portfolio of individual tax clients from planning to completion.
• Review complex US federal and state returns, including cross-border matters.
• Act as primary client contact and provide proactive tax advice.
• Identify planning opportunities and deliver tailored recommendations.
• Coach and develop Associates and Seniors.
• Plan resources, budgets, and deadlines across engagements.
• Collaborate with advisory teams to deliver integrated solutions.
• Support business development and client relationship expansion.
• Drive process improvements and automation.
• Stay current with US and international tax developments.

Skills

US tax

Cross-border tax

Client management

Education

Bachelor's degree in Accounting/Finance

CPA or EA

Master’s in Taxation (plus)

Tools

Tax software

Excel

Workflow automation

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.

Position Summary

As a Tax Manager, you will be responsible for:

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).

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.