Tax Manager - Private Client
Orbiss
United StatesPosted Discovered via the company's careers siteMatch locked
RemoteFull Time5+ years expFinance
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
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
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Bachelor’s degree in Accounting, Finance, Taxation, or a related field (Master’s degree in Taxation is a plus).
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Experience
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5–7+ years of experience in US individual taxation within a public accounting or tax advisory firm.
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Technical Skills
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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.
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Soft Skills
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Trust & Discretion
You handle sensitive client information with integrity, confidentiality, and reliability.
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Client Communication
You explain complex tax matters clearly, communicate proactively, and push back when needed.
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Relationship Skills
You build strong relationships with demanding international clients and their advisors.
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Precision & Perspective
You combine sharp attention to detail with a view of the client's overall situation.
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Adaptability & Problem-Solving
You thrive in a fast-paced environment and find creative, practical solutions.
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Organization
You manage multiple clients and deadlines efficiently and calmly.
Did we mention Orbiss ’s benefits?
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🏥 Health insurance 100% covered, with HSA & FSA options
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💰 401(k) with 100% match up to 6% — starting after 3 months
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🌴 Unlimited PTO (with a real minimum of 2 weeks — we mean it)
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🌍 Flexible remote policy — work from our offices (NYC, Austin, Miami, Atlanta) or anywhere in the US
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☕ Office perks: breakfast, afternoon snacks, and Thursday Happy Hours
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✈️ 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.
Originally posted on Himalayas
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