Jobs at Bright!Tax

Manage a portfolio of clients through the U.S. tax preparation process, serving as the primary contact and coordinating with internal tax and communications teams. Responsibilities include client communication, documentation tracking, workflow monitoring in HubSpot, issue escalation, problem solving, and advocating for improvements to client workflows and service delivery. The role requires clear communication, strong organization, empathy, proactive guidance, and comfort working remotely.

Lead Bright!Tax's growth engine: own full-funnel lead generation, revenue operations, SEO, paid search, storytelling, budget, vendor relationships, and team leadership to drive measurable pipeline, CPA, and marketing-sourced revenue.