Premium Services Manager

Taxceo .\

Premium Services Manager advising U.S. expats on tax compliance and advisory needs.

Posted 5/23/2026contractRemote • New York • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Advise clients on U.S. expat tax matters
Conduct paid consultations with prospective and existing clients
Explain tax filing outcomes and planning considerations in plain English
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
Keep client records and CRM notes accurate and current
Coordinate with team members to support a smooth client experience

Requirements

What you’ll need

Active CPA or Enrolled Agent credential
3–5 years of U.S. 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
Excellent written and verbal communication skills
Strong organization, follow-through, and attention to detail
Ability to work independently in a remote environment
Sound professional judgment and a client-focused approach
Experience with Streamlined Filing Compliance Procedures (preferred)
Experience advising globally mobile individuals or cross-border clients (preferred)
Prior experience at an expat, international, or boutique tax firm (preferred)
Familiarity with HubSpot or a comparable CRM (preferred)

Benefits

Comp & perks

🌐 Worldwide ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs ✉️ Email Alerts 👤 Account Taxceo .\ Website LinkedIn All Job Openings 1 - 10 employees ☁️ SaaS 💳 Fintech 🤝 B2B SaaS
Fintech
B2B Taxceo is a company based in Malta that offers comprehensive business solutions tailored to simplify and optimize various business processes. They provide personalized services including software implementation, automation, company formation coordination, payroll administration, bookkeeping, corporate and personal tax returns, audit coordination, and VAT returns. Taxceo also supports business relocations to Malta and leverages cloud technology to enhance business operations. Their offerings are designed to help start-ups, small businesses, and enterprises manage their finances efficiently while complying with Maltese legislation. The company also provides AI-powered CRM and custom integrations, aimed at improving productivity and streamlining workflows. Premium Services Manager Job not on LinkedIn 🔥 8 minutes ago 🗽 New York – Remote ⏳ Contract/Temporary 🟡 Mid-level 🟠 Senior 👔 Manager Apply Now Find Hiring Managers Customize resume + cover letter Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
Advise clients on U.S. expat tax matters
Conduct paid consultations with prospective and existing clients
Explain tax filing outcomes and planning considerations in plain English
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
Keep client records and CRM notes accurate and current
Coordinate with team members to support a smooth client experience 🎯 Requirements
Active CPA or Enrolled Agent credential
3–5 years of U.S. 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
Excellent written and verbal communication skills
Strong organization, follow-through, and attention to detail
Ability to work independently in a remote environment
Sound professional judgment and a client-focused approach
Experience with Streamlined Filing Compliance Procedures (preferred)
Experience advising globally mobile individuals or cross-border clients (preferred)
Prior experience at an expat, international, or boutique tax firm (preferred)
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ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

U.S. tax experienceindividual returnsU.S. expat tax conceptsforeign earned income exclusion (FEIE)foreign tax credit (FTC)FBARFATCAStreamlined Filing Compliance Procedures

Soft Skills

client-facing experiencewritten communicationverbal communicationorganizationattention to detailprofessional judgmentclient-focused approachability to work independently

Certifications

CPAEnrolled Agent