Senior Tax – Private Client

Orbiss Inc.

. Lead and manage client engagements, including planning, execution, and review phases, ensuring tasks are completed on time and within budget .

Posted 10/27/2026full-timeRemote • United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing client engagements, including planning, execution, and review phases, while ensuring compliance with accounting standards and tax regulations. Proficient in client communication and relationship management, with a strong focus on delivering integrated solutions across departments.

Highest-signal resume keywords

Client Engagement ManagementUS Individual Income TaxationCPA Or EA CertificationAccounting Software ProficiencyFluency In English And French

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax RegulationsFinancial ReportingAccounting StandardsWorkflow AutomationXeroQuickBooksClient Solutions CoordinationTechnical ExpertiseProblem-SolvingAttention To Detail

Soft Skills

Client CommunicationRelationship BuildingAdaptabilityOrganizationMentoring

Tools & Technologies

Accounting SoftwareWorkflow Automation Platforms

Certifications & Qualifications

CPAEA

Industry Keywords

TaxAccountingFinanceClient ServiceBusiness Development

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

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

Comp & perks

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