Advise clients on U.S. expat tax compliance and conduct professional consultations regarding filing outcomes and planning. Manage client records within the CRM and coordinate with team members to ensure a high-touch client experience.
Bright!Tax
4 Remote Job Openings at Bright!Tax
Act as the primary point of contact for all inbound leads, triaging and routing them to the appropriate team members or closing straightforward quotes. Conduct voice-of-the-client outreach and synthesize feedback into actionable intelligence for Marketing and Client Success teams.
You will support the preparation of US income tax returns for Americans living abroad and collaborate with the tax team to ensure projects meet firm standards. Additionally, you will handle complex international tax forms and maintain proactive communication with clients to gather documentation.
You will own the operational reporting infrastructure, including capacity modeling, KPI dashboards, and data pipelines to drive strategic decision-making. You are responsible for maintaining data integrity and providing predictive insights to leadership to ensure efficient team performance.
