As a Tax Senior, you will be responsible for:Position Summary:The Senior is responsible for managing client engagements end-to-end while mentoring associates and contributing to team success. This role requires a higher level of technical expertise, leadership, and client management skills.
Key Responsibilities:- 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.
RequirementsEducation:- Bachelor's degree in Accounting, Finance, or a related field (Master's degree is a plus).
- CPA or EA certification (or actively pursuing it).
Experience:- 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.
Technical Skills:- 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.
Soft Skills:- 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).
BenefitsDid we mention Orbiss's benefits?- 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