Tax Senior - Private Client

New
O
OrbissTax and accounting
United StatesFull-TimeSenior
Salary not disclosed
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Job Details

Languages
Fluency in both English and French is required (written and spoken).
Experience
3–5 years of experience in tax, including significant hands-on experience in US individual income taxation, is required.
Required Skills
QuickBooks

Requirements

  • Hold a bachelor’s degree in Accounting, Finance, or a related field; a master’s degree is a plus.
  • Hold a CPA or EA certification, or be actively pursuing one.
  • Have 3–5 years of tax experience, including significant hands-on experience in US individual income taxation.
  • Demonstrate the ability to manage end-to-end client engagements.
  • Demonstrate the ability to supervise junior team members.
  • Have advanced knowledge of accounting standards, tax regulations, and financial reporting.
  • Be proficient in accounting software such as Xero and QuickBooks, and workflow automation platforms.
  • Have experience coordinating across multiple departments for integrated client solutions.
  • Be fluent in written and spoken English and French.
  • Handle sensitive client information with integrity, confidentiality, and reliability.
  • Explain complex tax matters clearly and communicate proactively with clients.

Responsibilities

  • Lead and manage client engagements through planning, execution, and review, ensuring tasks are completed on time and within budget.
  • Delegate tasks to team members and monitor progress against quality standards.
  • Train and mentor associates, providing constructive feedback.
  • Coordinate with departments such as audit and consulting to deliver integrated client solutions.
  • Apply technical expertise to resolve complex issues.
  • Contribute to the firm’s business development activities.
  • Stay updated with industry trends and best practices to enhance client service and internal processes.
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