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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