Expat Tax Engagement Manager at Bright!Tax
At Bright!Tax, we’re building a team of brilliant, bold, globally-minded professionals who are passionate about delivering expert tax services to Americans abroad and doing it with heart. We’re looking for a dynamic Expat Tax Engagement Manager to join our mission. This isn’t your average sales role; it’s consultative, highly technical, and deeply aligned with our values of clarity, integrity, and service.
About Us
Bright!Tax is a leading provider of U.S. tax services for Americans living overseas. Our award-winning firm is powered by a global, remote-first team of CPAs and international tax professionals who deliver concierge-level service with exceptional technical depth. From Singapore to São Paulo, we help expats stay compliant while living their best lives abroad.
The Role
As an Expat Tax Engagement Manager, you’ll be the first point of contact for prospective clients, guiding them through the nuances of U.S. tax compliance with confidence, clarity, and professionalism. You’ll conduct live consultations with expat leads, identify their needs, and scope the right services to support them. Your role bridges front end engagement and technical expertise, helping clients take the first step on their Bright!Tax journey.
What We’re Looking For
- A licensed CPA or EA with a deep command of U.S. international tax
- A confident communicator who thrives in a client-facing, virtual setting
- Someone who can translate complexity into clarity for prospective clients
- A self-starter with strong judgment, emotional intelligence, and integrity
- A collaborative partner who enjoys working with marketing and delivery teams to create exceptional outcomes
Key Responsibilities
- Conduct daily video consultations via Google Meet or phone
- Convert qualified leads into active clients (60%+ win rate target)
- Scope services accurately and communicate clear expectations to clients
- Maintain clean, up-to-date CRM records (HubSpot)
- Collaborate with the delivery team to ensure smooth client transitions
- Contribute time during the off-season to tax prep or review, to stay sharp and deepen technical credibility
What We Offer
The chance to be part of a dynamic, international team that's redefining expat tax services. A culture that values boldness, innovation, and the entrepreneurial spirit. Opportunities for personal and professional growth in an exciting, supportive environment. Flexibility and freedom that come with fully remote work. Our compensation package includes a base salary of $60,000 USD + unlimited incentive bonus based on deals won & close rate. Total expected compensation of $100,000-120,000 USD.
Must-Haves
- Active CPA or EA license
- 3+ years experience in U.S. expat tax
- Strong technical command of forms 1040, 2555, 1116, FBAR, 5471
- Experience in remote client consultation and high-trust engagement process
- Fluency in cloud-based tools (HubSpot, Google Workspace, etc.)
Why Bright!Tax?
- Work with a globally distributed team of top-tier professionals
- No cold calls; our leads come to us
- Flexible, remote-always culture
- A chance to shape the experience of Americans living abroad
- Room to grow into leadership or strategic leadershop roles as the firm scales
Join Us
If you’re ready to blend your tax expertise with your engagement instincts and help clients feel at home with Bright!Tax, we want to hear from you. Apply now and bring your clarity, technical acumen, and empathy to a role that’s as meaningful as it is rewarding.
Top Skills
What We Do
With clients in every country worldwide, Bright!Tax is the go-to cloud-based US expat tax prep firm most sought after by the 10 million Americans who are living abroad. US income tax preparation. All CPAs. Secure. Precise. Guaranteed.
