Tax Manager – Private Client

Orbiss Inc.

. Manage a portfolio of individual tax clients, overseeing engagements from planning through completion while ensuring quality, timely delivery, and profitability .

Posted 10/27/2026full-timeRemote • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates advanced knowledge of US federal and state individual taxation, including compliance and planning, while effectively managing client relationships and mentoring junior team members. Proficient in tax preparation software and workflow management tools, with a strong focus on process improvement and client communication.

Highest-signal resume keywords

US Individual Taxation ExpertiseClient Relationship ManagementTax Preparation Software ProficiencyCPA Or EA CertificationFluency In English And French

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

US Federal Tax ComplianceState Individual Tax ReturnsInternational Tax MattersTax PlanningCross-Border Tax EngagementsTax Residency KnowledgeForeign Tax CreditsBudget MonitoringProcess ImprovementAutomation Tools

Soft Skills

Client CommunicationRelationship BuildingAttention To DetailAdaptabilityProblem-SolvingOrganization

Tools & Technologies

Tax Preparation SoftwareMicrosoft ExcelWorkflow Management Tools

Certifications & Qualifications

CPAEA

Industry Keywords

Public AccountingTax AdvisoryIndividual Tax ClientsEngagement ManagementBusiness Development

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

Bachelor’s degree in Accounting, Finance, Taxation, or a related field (Master’s degree in Taxation is a plus)
CPA or EA certification preferred
5–7+ years of experience in US individual taxation within a public accounting or tax advisory firm
Experience managing complex cross-border individual tax engagements, client relationships, and junior team members
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
Proficiency in tax preparation software, Microsoft Excel, and workflow management and automation tools
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