Teams at Bright!Tax

Prepare, review, sign, and deliver U.S. business entity tax returns, including Forms 1065, 1120, and 1120-S, for expatriate-owned businesses. Handle international filings, individual expatriate returns, client communications, technical judgment, mentoring, and documentation of tax standards. The role requires independent work, CPA or EA credentials, an active PTIN, and experience with partnership and shareholder basis, K-1/K-2/K-3 reporting, and international tax regimes.

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.

Prepare and support US expatriate income tax returns, including complex international reporting forms. Collaborate with the tax team, communicate with global clients, gather documentation, monitor filing schedules, and stay current on IRS updates and international tax treaties. The role requires strong attention to detail, international tax preparation experience, and effective remote collaboration.