Manage a high-volume inbound expat tax lead pipeline, conduct video and phone consultations, diagnose complex US expat tax situations, accurately quote fees, and convert prospects into signed engagement letters. Success is measured by conversion rate and contract value. The commission-only remote role requires US Eastern Time availability, strong HubSpot skills, virtual communication expertise, and at least two years of US tax experience, with potential progression to a salaried position.
Client Engagement Specialist, Expat Tax
The Opportunity
Bright!Tax is growing its Client Engagement team. We want a high-output closer with real US expat tax knowledge. This is a commission-only role with a clear, performance-based path to a permanent position with a base salary.
The Reality
We provide the leads. You provide the close. You manage a high-volume pipeline of inbound expat leads. We measure your success by Win Rate and Contract Value. We benchmark you against our internal team, and we use real-time data to send the most leads to our top performers.
Role Details
- Pay: Commission-only, uncapped
- Earning potential: Top performers earn $20k to $40k+ in peak tax season (Feb to June) alone
- Location: Remote (US Eastern Time hours required)
- Tools: Google Meet, HubSpot, Google Workspace
What You’ll Do
- Consult: Lead video and phone consultations on Google Meet with confidence and authority from the first minute.
- Scope: Diagnose complex US expat tax situations (1040, 2555, 1116, FBAR, 5471) and quote fees accurately on the call.
- Convert: Move warm leads to signed engagement letters.
- Compete: Keep a high conversion rate to earn priority in the lead rotation.
Who You Are
- The Expert: 2+ years of US expat tax experience. You handle complex tax scenarios in live conversations without a safety net.
- The Closer: A confident, virtual-first communicator with high EQ. You know how to lead a prospect to a decision.
- The Professional: A self-starter who lives in HubSpot and knows that follow-up is where the money is made.
Requirements
- Experience: 2+ years of strong US tax experience (expat focus preferred)
- Availability: Available for calls during US Eastern Time business hours
- Tech: Confident with HubSpot and virtual meetings
Growth Path
- Stage 1: Commission-only. Prove your conversion rate and technical accuracy.
- Stage 2: Top performers move to a permanent role with a stable base salary, incentive bonuses and leadership opportunities.
Join Us
This role is for professionals who want to be measured by results, not hours. If you have the technical depth to handle complex US expat tax and the hunger to drive revenue in a fast-growing company, show us your track record. At Bright!Tax, we reward performance with autonomy, high-quality lead flow and a clear path to leadership.
Apply now and take your place on our Client Engagement team.
Bright!Tax New York, New York, USA Office
POB 4668, New York, New York, United States, 10163
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