Orbiss Inc.

• Prepare individual, estate and fiduciary tax returns for US and non-US residents under senior staff supervision.
• Primarily service entrepreneurs and co-founders of corporate clients with net worth over $10M.
• Participate in tax planning and consultation for clients in collaboration with tax lawyers and wealth management firms.
• Prepare international tax forms, including 5471, 8865, 8858 and 114.

Tax Associate – Private Clients

Accountant

• Perform daily accounting missions
• Enter AP and AR invoices
• Perform AP/AR reconciliation
• Maintain accounting software integrations
• Post vendor payments
• Perform bank reconciliation
• Perform credit card reconciliation
• Assist with month-end closing preparation
• Maintain the client's database
• Keep vendor files up to date
• Post entries to accounting software using imports from other software
• Analyze differences and provide recommendations
• Post and reconcile entries from reimbursement tools
• Perform report analyses

Accountant, Advisory Associate

• Design and lead comprehensive U.S. and international tax planning strategies for high-net-worth individuals and business structures.
• Lead cross-border reorganization analyses and permanent establishment assessments.
• Provide senior-level guidance on tax treaty applications, FATCA, PFIC, and CFC/GILTI regimes.
• Conduct detailed tax research and prepare technical memos on U.S. and international tax topics.
• Support advisory deliverables related to personal and corporate structuring and tax optimization.
• Advise clients on the design and tax treatment of equity compensation plans, including ISO, NSO stock options, and RSUs.
• Analyze cross-border stock option taxation, sourcing issues, and tax opportunities.
• Support clients with 83(b) elections, AMT exposure, and QSBS qualifications.
• Coordinate with legal counsel on equity plan documentation for international founders.
• Own a portfolio of senior client relationships and serve as the main tax contact throughout the fiscal year.
• Deliver actionable advice to C-suite executives, founders, and general counsel.
• Lead or co-lead client presentations, strategy sessions, and annual tax planning meetings.
• Advise on wealth transfer, estate planning, and cross-jurisdictional compliance.
• Review and sign off on federal and state income tax returns and international filings, including Forms 5471, 5472, 8858, and 8865.
• Monitor IRS and Treasury regulatory developments and translate their impact for clients.
• Contribute to internal knowledge-sharing initiatives, technical memos, and client-facing educational content.
• Drive business development through proposals, speaking engagements, and thought leadership content.
• Collaborate with senior partners on strategic client initiatives.

Senior Tax Consultant

Payroll

• Own end-to-end payroll processing for an assigned portfolio of multi-state clients, ensuring accuracy, timeliness, and compliance with federal, state, and local regulations.
• Apply knowledge of hiring regulations, termination pay rules, and final paycheck requirements across multiple U.S. states.
• Manage payroll deductions and adjustments related to benefits, including prorations, retroactive deductions, and mid-period changes.
• Maintain understanding of 401(k) payroll-related processes such as contribution processing, loan repayments, and plan maintenance.
• Monitor and process payroll tax filings and resolve payroll tax notices from federal, state, and local agencies.
• Serve as the primary point of contact for assigned clients on payroll matters.
• Manage complex client situations autonomously and escalate to the Payroll Director when appropriate.
• Onboard new payroll clients and assist with transitions, data migrations, and system setups.
• Provide guidance to junior payroll associates and serve as a first point of escalation for routine payroll questions.
• Support the Payroll Director in refining internal processes, checklists, and best practices.
• Participate in internal training initiatives and contribute to the payroll knowledge base.
• Operate payroll platforms such as Gusto, Justworks, ADP, and Paychex, and contribute to improving payroll workflows, templates, and compliance controls.

Tax Associate – Private Clients

Accountant, Advisory Associate

Senior Tax Consultant

Senior Payroll Specialist