Premium Services Tax Manager

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    "datePosted": "2026-05-26",
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    "description": "<p><span style=\"font-family: Inter, sans-serif; font-size: 10pt; font-weight: bold\">About Bright!Tax</span></p>\n<p><span style=\"font-family: Inter, sans-serif; font-size: 10pt\">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.</span></p>\n<p><span style=\"font-family: Inter, sans-serif; font-size: 10pt\">Our team is fully remote and internationally distributed.<br><br></span></p>\n<p><span style=\"font-family: Inter, sans-serif; font-size: 10pt; font-weight: bold\">The Role</span></p>\n<p><span style=\"font-family: Inter, sans-serif; font-size: 10pt\">We are hiring a <span style=\"font-weight: bold\">Premium Services Manager</span> to support clients with U.S. expat tax compliance and advisory needs.</span></p>\n<p><span style=\"font-family: Inter, sans-serif; font-size: 10pt\">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.<br><br></span></p>\n<p><span style=\"font-family: Inter, sans-serif; font-size: 10pt\">You will advise clients, lead consultations, explain tax positions clearly, and help deliver a professional, high-touch client experience.<br></span><br></p>\n<p><span style=\"font-family: Inter, sans-serif; font-size: 10pt; font-weight: bold\">What You Will Do</span></p>\n<ul>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 10pt\">Advise clients on U.S. expat tax matters</span></li>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 10pt\">Conduct paid consultations with prospective and existing clients</span></li>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 10pt\">Explain tax filing outcomes and planning considerations in plain English</span></li>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 10pt\">Support clients with questions involving foreign earned income, foreign tax credits, FBAR, FATCA, treaty considerations, and related reporting issues</span></li>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 10pt\">Maintain timely, professional communication with clients</span></li>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 10pt\">Keep client records and CRM notes accurate and current</span></li>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 10pt\">Coordinate with team members to support a smooth client experience<br><br></span></li>\n</ul>\n<p><span style=\"font-family: Inter, sans-serif; font-size: 10pt; font-weight: bold\">What We Are Looking For</span></p>\n<p><span style=\"font-family: Inter, sans-serif; font-size: 10pt; font-weight: bold\">Required</span></p>\n<ul>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 10pt\">Active CPA or Enrolled Agent credential</span></li>\n<li><span style=\"font-size: 10pt\">5+ years of overall U.S. individual tax experience. 3–5 years specifically focused on U.S. expat tax experience with a focus on individual returns.</span></li>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 10pt\">Strong working knowledge of U.S. expat tax concepts, including FEIE, FTC, FBAR, FATCA, and treaty-related issues</span></li>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 10pt\">Direct client-facing experience in an advisory or senior client service role</span></li>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 10pt\">Excellent written and verbal communication skills</span></li>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 10pt\">Strong organization, follow-through, and attention to detail</span></li>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 10pt\">Ability to work independently in a remote environment</span></li>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 10pt\">Sound professional judgment and a client-focused approach<br><br></span></li>\n</ul>\n<p><span style=\"font-family: Inter, sans-serif; font-size: 10pt; font-weight: bold\">Preferred</span></p>\n<ul>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 10pt\">Experience with Streamlined Filing Compliance Procedures</span></li>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 10pt\">Experience advising globally mobile individuals or cross-border clients</span></li>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 10pt\">Prior experience at an expat, international, or boutique tax firm</span></li>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 10pt\">Familiarity with HubSpot or a comparable CRM<br><br></span></li>\n</ul>\n<p><span style=\"font-family: Inter, sans-serif; font-size: 10pt; font-weight: bold\">Compensation and Location</span></p>\n<ul>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 10pt\">Competitive salary commensurate with experience</span></li>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 10pt\">Fully remote</span></li>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 10pt\">Full-time position</span></li>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 10pt\">Benefits to be confirmed</span></li>\n</ul>",
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