Tax Associate – Private Client

Orbiss Inc.

. Support client management and project delivery across multiple engagements while maintaining high-quality standards .

Posted 10/27/2026full-timeMexico City • MexicoJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in preparing individual, estate, and fiduciary tax returns while ensuring compliance with tax regulations. Proficient in client management, tax planning, and utilizing accounting software to deliver high-quality service to high-net-worth clients.

Highest-signal resume keywords

Tax Return PreparationClient ManagementAccounting Software ProficiencyProfessional Certification PursuitInternational Tax Forms Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax RegulationsAccounting PrinciplesFinancial ProcessesInternational Tax FormsEstate Tax ReturnsFiduciary Tax ReturnsIndividual Tax ReturnsFinancial Software ExposureAccounting Systems KnowledgeTax Planning

Soft Skills

Client CommunicationRelationship SkillsAdaptabilityProblem-SolvingOrganization

Tools & Technologies

XeroQuickBooksMicrosoft ExcelMonday.com

Certifications & Qualifications

CPAEA

Industry Keywords

High-Net-Worth ClientsEntrepreneursFiduciary ServicesWealth ManagementTax Consultation

About the role

Key responsibilities & impact

Support client management and project delivery across multiple engagements while maintaining high-quality standards
Prepare individual, estate, and fiduciary tax returns for US and non-US residents under senior staff supervision
Service 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 & 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 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