US Tax Client Relationship Manager (CPA/EA)

About Bright!Tax

Bright!Tax is a leading U.S. tax firm serving Americans living abroad. We help globally mobile people stay compliant with their U.S. tax obligations and make confident, informed decisions. Our team is fully remote and internationally distributed, united by one standard in everything we do: kindness, ease & expertise.

The Role

As a Client Relationship Manager on our Client Success team, you'll be the trusted advisor and relationship owner for a portfolio of clients. This is a senior, client-facing role for a CPA or Enrolled Agent with strong U.S. individual tax experience and the client-first instincts to build lasting relationships. Many of our clients are Americans living abroad — if you don't yet have expat tax depth, we'll train you; what we can't train is judgment, warmth, and a genuine command of individual tax.

What We're Looking For

Required

• Active CPA or Enrolled Agent credential
• 5+ years of U.S. individual tax experience
• Direct client-facing experience in an advisory or senior client-service role
• Exceptional communication — the ability to explain complex tax positions in warm, plain English
• Strong organization, follow-through, and attention to detail
• Comfort working independently in a remote, distributed team
• Sound professional judgment and a genuinely client-focused approach
• Eagerness to develop deep expertise in U.S. expat tax

Preferred

• Experience with U.S. expat tax concepts (FEIE, FTC, FBAR, FATCA, treaty issues)
• Experience with Streamlined Filing Compliance Procedures
• Experience advising globally mobile or cross-border clients
• Background at an expat, international, or boutique tax firm
• Familiarity with HubSpot or a comparable CRM

Originally posted on Himalayas