Tax Senior - Private Client

Orbiss; Oregon; Hybrid; USD 110,000 - 140,000; Full time

Benefits offered by this job

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 working from abroad

Job summary

Orbiss is seeking a Tax Senior to lead client engagements end-to-end, mentor associates, and contribute to team success. The role demands strong technical tax expertise, leadership, and client management within a dynamic advisory firm.

Responsibilities include planning, execution, and review across cross-border accounting and tax needs, collaborating with audit and consulting teams, and driving business development while maintaining high-quality service for international clients.

Qualifications

• 3–5 years of experience in tax, including hands-on US individual income taxation.
• Ability to manage end-to-end client engagements and supervise junior team members.
• Fluency in English and French (written and spoken).

Responsibilities

• Lead and manage client engagements from planning to review, ensuring on-time and within-budget delivery.
• Delegate tasks and monitor progress to maintain quality standards.
• Train and mentor associates to foster professional growth.
• Coordinate with audit, consulting, and other departments for integrated solutions.
• Apply technical tax expertise to resolve complex issues and support business development.
• Stay updated with industry trends to improve client service and internal processes.

Skills

English and French fluency

Client communication

Relationship skills

Organization

Adaptability & problem-solving

Precision & perspective

Education

Bachelor's degree in Accounting/Finance or related

CPA or EA certification (or pursuing it)

Tools

Xero

QuickBooks

Workflow automation platforms

Job description

Company overviewOrbiss 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 Senior, you will be responsible for:

Position Summary

The Senior is responsible for managing client engagements end-to-end while mentoring associates and contributing to team success. This role requires a higher level of technical expertise, leadership, and client management skills.

Key Responsibilities

• Lead and manage client engagements, including planning, execution, and review phases, ensuring tasks are completed on time and within budget.
• Delegate tasks effectively to team members and monitor progress to meet quality standards.
• Train and mentor associates, providing constructive feedback to foster professional growth.
• Coordinate with other departments (e.g., audit, consulting) to deliver integrated client solutions.
• Apply technical expertise to resolve complex issues and contribute to the firm's business development activities.
• Stay updated with industry trends and best practices to enhance client service and internal processes.

Education

• Bachelor's degree in Accounting, Finance, or a related field (Master's degree is a plus).
• CPA or EA certification (or actively pursuing it).

Experience

• 3-5 years of experience in tax, including significant hands-on experience in US individual income taxation, is required.
• Demonstrated ability to manage end-to-end client engagements and supervise junior team members.

Technical Skills

• Advanced knowledge of accounting standards, tax regulations, and financial reporting.
• Proficiency in accounting software and tools (e.g., Xero, QuickBooks, and workflow automation platforms).
• Experience in coordinating across multiple departments for integrated client solutions.

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.