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 + commission based on deals won & close rate.

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.

Bright!Tax Expat Tax Services

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Expat Tax Engagement Manager