Premium Services Manager
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