Bright!Tax
US Tax Client Relationship Manager (CPA/EA)
Miami, Florida, United States · Full-time
Sponsorship not specifiedDetected 5 days ago
HubSpotCRMTaxCommunication
About the role
- 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.
Responsibilities
- 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
- Coordinate with team members to support a smooth client experience
Requirements
- 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.
- 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
- Experience with Streamlined Filing Compliance Procedures
- Experience advising globally mobile individuals or cross-border clients
- Familiarity with HubSpot or a comparable CRM
Compensation
- Compensation and Location
Company info
- What We Are Looking For
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