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
