Taxceo .\

• Lead video and phone consultations via Google Meet
• Diagnose complex U.S. expat tax situations and quote fees accurately on the fly
• Move warm leads to signed engagement letters
• Maintain a high conversion rate to earn priority in the lead rotation

Expat Tax Engagement Specialist

• Support the preparation of US income tax returns for Americans living abroad from start to finish.
• Collaborate with our Tax Team to ensure all tax projects meet firm standards and production schedules.
• Handle international tax forms including Form 2555, Form 1116, and Form 8833.
• Assist with complex reporting requirements such as Forms 5471, 8865, 8858, 3520, and 8621.
• Maintain clear and proactive communication with clients to gather necessary documentation and provide status updates.
• Participate in team meetings and contribute to the firm’s collective knowledge of evolving expat tax laws.
• Follow established production calendars to ensure timely filing and client satisfaction.

US International Tax Associate

People Operations

• Support hiring and onboarding operations, including interview scheduling, candidate coordination, offer documentation, and onboarding logistics.
• Maintain and update People Ops systems (including BambooHR), ensuring accurate team member data, document management, and workflow support.
• Serve as a first point of contact for People Ops inquiries, helping route questions related to HR systems, pay coordination, benefits, policies, and role-related topics.
• Support onboarding and offboarding processes to ensure smooth, thoughtful transitions for team members.
• Assist with People Ops programs related to performance, engagement, learning, and development.
• Help coordinate team experiences and events, including firm meetings and offsites (planning support, documentation, and follow-up).
• Draft and maintain People Ops documentation, SOPs, templates, and internal communications in alignment with Bright!Tax’s values and brand.
• Support compliance-related tasks and vendor coordination under the guidance of the People Operations Manager.

Expat Tax Engagement Specialist

US International Tax Associate

People Operations Specialist