As a Premium Services Manager, you will advise U.S. expats on tax compliance, conduct consultations, and maintain client records while ensuring a high-quality client experience.
About Bright!Tax
Bright!Tax is a leading U.S. tax firm serving Americans living abroad. We help globally mobile individuals stay compliant with their U.S. tax obligations and make informed decisions with clear, thoughtful guidance.
Our team is fully remote and internationally distributed.
The Role
We are hiring a Premium Services Manager to support clients with U.S. expat tax compliance and advisory needs.
This is a senior, client-facing role for a CPA or Enrolled Agent with strong individual tax experience and a solid understanding of U.S. tax issues affecting Americans abroad.
You will advise clients, lead consultations, explain tax positions clearly, and help deliver a professional, high-touch client experience.
What You Will Do
- Advise clients on U.S. expat tax matters
- Conduct paid consultations with prospective and existing clients
- Explain tax filing outcomes and planning considerations in plain English
- Support clients with questions involving foreign earned income, foreign tax credits, FBAR, FATCA, treaty considerations, and related reporting issues
- Maintain timely, professional communication with clients
- Keep client records and CRM notes accurate and current
- Coordinate with team members to support a smooth client experience
What We Are Looking For
Required
- Active CPA or Enrolled Agent credential
- 3–5 years of U.S. tax experience, with a focus on individual returns
- Strong working knowledge of U.S. expat tax concepts, including FEIE, FTC, FBAR, FATCA, and treaty-related issues
- Direct client-facing experience in an advisory or senior client service role
- Excellent written and verbal communication skills
- Strong organization, follow-through, and attention to detail
- Ability to work independently in a remote environment
- Sound professional judgment and a client-focused approach
Preferred
- Experience with Streamlined Filing Compliance Procedures
- Experience advising globally mobile individuals or cross-border clients
- Prior experience at an expat, international, or boutique tax firm
- Familiarity with HubSpot or a comparable CRM
Compensation and Location
- Competitive salary commensurate with experience
- Fully remote
- Full-time position
- Benefits to be confirmed
Bright!Tax New York, New York, USA Office
POB 4668, New York, New York, United States, 10163
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