Tax Senior - Private Client

Orbiss; United States; Hybrid; USD 110,000 - 150,000; Full time

Benefits offered by this job

Health insurance 100% covered

401(k) with match

Unlimited PTO

Flexible remote policy

Office perks

Job summary

Orbiss is seeking a Tax Senior to lead client engagements end-to-end, mentoring associates and coordinating cross-functional teams on US tax matters. The role emphasizes technical excellence, leadership, and client management.

Requires a Bachelor's in Accounting or Finance, CPA or EA, 3–5 years of US tax experience, fluency in English and French, and a disciplined, proactive approach. Eligible for flexible remote work across the US with strong benefits.

Qualifications

• 3–5 years of experience in tax, including hands-on US individual income taxation.
• CPA or EA certification (or actively pursuing it).
• Bachelor's degree in Accounting, Finance, or related field.
• Fluent in English and French, written and spoken.

Responsibilities

• Lead and manage client engagements, including planning, execution, and review phases.
• Delegate tasks effectively to team members and monitor progress.
• Train and mentor associates, providing constructive feedback.
• Coordinate with other departments to deliver integrated client solutions.
• Apply technical expertise to resolve complex issues and contribute to business development.
• Stay updated with industry trends and best practices to enhance service.

Skills

Client management

Communication

Mentoring

Leadership

Attention to detail

Organization

Education

Bachelor's degree in Accounting or Finance

CPA or EA certification

Tools

Xero

QuickBooks

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.

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).

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

Equal Opportunity Employer

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.