Tax Manager – Private Client

This is a fully remote position, open to applicants in United States.

📋 Description

• Oversee a portfolio of individual tax clients, managing engagements from planning to completion while ensuring quality, timely delivery, and profitability.

• Review intricate US federal and state individual income tax returns, including international and cross-border issues, to guarantee accuracy and compliance.

• Act as the primary contact for clients, offering proactive tax advice and cultivating long-lasting relationships.

• Identify tax planning opportunities and formulate practical recommendations tailored to clients’ US and international tax situations.

• Supervise, mentor, and develop Associates and Seniors through regular feedback, technical guidance, and performance support.

• Allocate resources across engagements, monitor workloads, budgets, and deadlines, ensuring efficient delivery during peak seasons.

• Serve as a technical resource for the team, addressing complex tax issues and escalating significant concerns as necessary.

• Collaborate with Accounting & Advisory and Consulting teams to provide integrated solutions and uncover additional client needs.

• Contribute to business development by expanding client relationships, identifying opportunities, and supporting proposal efforts.

• Lead process enhancements, standardization, and automation initiatives to improve efficiency, quality, and client experience.

• Stay updated on US and international tax developments and share insights with the team.

• Foster a collaborative, accountable work environment that reflects Orbiss’s values.

⛳️ Requirements

• Bachelor’s degree in Accounting, Finance, Taxation, or a related field (Master’s degree in Taxation is advantageous).

• CPA or EA certification is preferred.

• 5–7+ years of experience in US individual taxation within a public accounting or tax advisory firm.

• Proven experience managing complex cross-border individual tax engagements, client relationships, and junior team members.

• Advanced knowledge of US federal and state individual taxation, including compliance and planning.

• Strong understanding of international individual tax matters, including tax residency, foreign tax credits, and reporting obligations.

• Proficient in tax preparation software, Microsoft Excel, and workflow management and automation tools.

• Trust & Discretion: You manage sensitive client information with integrity, confidentiality, and reliability.

• Client Communication: You articulate complex tax matters clearly, communicate proactively, and assertively address issues when necessary.

• Relationship Skills: You cultivate strong relationships with discerning international clients and their advisors.

• Precision & Perspective: You balance meticulous attention to detail with an understanding of the client’s overall situation.

• Adaptability & Problem-Solving: You excel in a fast-paced environment and devise creative, practical solutions.

• Organization: You effectively manage multiple clients and deadlines with composure.

• Proficiency in both English and French is required (written and spoken).

🏝️ Benefits

• Health insurance fully covered, with HSA & FSA options available.

• 401(k) with a 100% match up to 6%, starting after 3 months.

• Unlimited PTO (with a genuine minimum of 2 weeks — we mean it).

• Flexible remote work policy — operate from our offices (NYC, Austin, Miami, Atlanta) or anywhere in the US.

• Office perks include breakfast, afternoon snacks, and Thursday Happy Hours.

• Up to 8 weeks per year working from abroad.