Tax Manager - Private Client

Orbiss Inc.; United States; Remote; USD 120,000 - 180,000; Full time

Benefits offered by this job

Health insurance 100% covered

401(k) with 100% match up to 6% - 3 mo

Unlimited PTO with minimum 2 weeks

Flexible remote policy - work from US

Office perks: breakfast and snacks

Thursdays Happy Hours

Up to 8 weeks abroad

Job summary

Orbiss Inc. is a US-focused advisory and tax firm seeking a Tax Manager to oversee a diverse portfolio of individual tax engagements, including cross-border matters, delivering high-quality, compliant work.

You will lead and coach associates, drive planning, resources and timelines, and pursue opportunities for client expansion while promoting automation and a collaborative culture aligned with Orbiss values.

Qualifications

• Strong US federal and state individual taxation knowledge.
• Experience with cross-border tax engagements preferred.
• Proven ability to manage client relationships and junior staff.

Responsibilities

• Oversee a portfolio of individual tax engagements from planning through completion.
• Review complex US federal/state returns including international matters.
• Serve as primary client contact, providing proactive tax advice.
• Identify planning opportunities for US and international tax matters.
• Supervise, coach, and develop Associates and Seniors with regular feedback.
• Plan resources, budgets, and deadlines across engagements.
• Act as a technical reference to resolve tax issues.

Skills

US tax

Cross-border tax

Client relationships

Team leadership

Automation

Education

Bachelor's in Accounting/Finance/Taxation

CPA or EA certification

Tools

Tax software

Microsoft Excel

Workflow automation tools

Job description

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.

Requirements

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).

• 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.