Taxceo .\

Account Manager

• Be the trusted advisor and relationship owner for a portfolio of clients
• Build lasting client relationships
• Provide guidance on U.S. tax obligations for Americans living abroad
• Collaborate with a fully remote, international team

US Tax Client Relationship Manager, CPA/EA

Account Executive

• Triage and route the front door.
• Be the first person in the loop for everything inbound — email, website chat, voicemail, contact forms.
• Capture context cleanly in HubSpot and hand off to the right Engagement Specialist or CSM with enough information that the next conversation feels seamless to the client.
• Qualify leads. Establish fit before our closers spend their time.
• Own referral data and hygiene.
• Make sure every referred lead is tagged, attributed to the right source, and tracked cleanly through the pipeline.
• Partner with our Client Engagement Manager on the network's growth as they lead partner development; you make sure we know what's actually working.
• Run voice-of-the-client outreach.
• Maintain a regular cadence of feedback conversations with current clients.
• Synthesize what you hear at the front door and from clients into themes that go to Marketing and Client Success.

US Tax Client Relationship Manager, CPA/EA

Inbound Sales Representative