Tax Associate – Private Client

Orbiss Inc.

. Support client management and project delivery across multiple engagements .

Posted 10/27/2026full-timeUnited StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in preparing individual, estate, and fiduciary tax returns while supporting client management and project delivery. Proficient in tax planning and consultation, with a strong understanding of tax regulations and financial processes.

Highest-signal resume keywords

Tax Return PreparationCPA Or EA CertificationAccounting Software ProficiencyInternational Tax Forms KnowledgeClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax RegulationsAccounting PrinciplesFinancial ProcessesInternational Tax FormsAccounting Systems

Soft Skills

Attention To DetailProblem-SolvingCommunicationAdaptabilityTrust And Discretion

Tools & Technologies

XeroQuickBooksMicrosoft ExcelMonday.com

Certifications & Qualifications

CPAEA

Industry Keywords

Client ManagementProject DeliveryEntrepreneursWealth ManagementFiduciary Tax Returns

About the role

Key responsibilities & impact

Support client management and project delivery across multiple engagements
Prepare individual, estate, and fiduciary tax returns for US and non-US residents under senior staff supervision
Primarily serve entrepreneurs and co-founders of corporate clients with net worth over $10M
Participate in tax planning and consultation with tax lawyers and wealth management firms
Prepare international tax forms, including 5471, 8865, 8858, and 114

Requirements

What you’ll need

Bachelor's degree in Accounting, Finance, or a related field
Actively pursuing or planning to pursue professional certifications such as CPA or EA
1–2 years of experience in accounting, finance, or related roles (internships are acceptable)
Exposure to individual tax regulations, accounting systems, or financial software is required
Basic knowledge of accounting principles, tax regulations, and financial processes
Familiarity with accounting software (e.g., Xero, QuickBooks) and productivity tools (e.g., Microsoft Excel, Monday.com)
Trust and discretion with sensitive client information
Ability to explain complex tax matters clearly and communicate proactively
Ability to build relationships with international clients and advisors
Sharp attention to detail and ability to consider the client's overall situation
Adaptability and practical problem-solving ability
Ability to manage multiple clients and deadlines efficiently
Fluency in English and French is a plus (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
Equal opportunity employment