Act as a trusted advisor and relationship owner for a portfolio of U.S. tax clients. Explain complex tax positions in plain English to help globally mobile people stay compliant.
Bright!Tax
4 Remote Job Openings at Bright!Tax
Serve as the primary point of contact for clients, guiding them through the U.S. tax preparation process. Coordinate between clients and internal teams to ensure documentation is complete and projects remain on track.
Act as the primary point of contact for all inbound leads, triaging and qualifying prospects before routing them to specialists. Additionally, manage the global referral network and synthesize client feedback into actionable insights for Marketing and Client Success teams.
Lead a pod of 4-5 Client Success Managers through coaching and development while managing a personal portfolio of clients. Act as the primary escalation point for complex client issues and partner with the Director of Client Success on process improvements.
