Expat Tax Engagement Specialist

Expat Tax Engagement Specialist (Commission-Only / Seasonal)

The Opportunity Bright!Tax is expanding its engagement team for the 2026 peak season. We are looking for a high-output Technical Closer to sit alongside our current team. This is a 100% commission-only seasonal role with a clear, performance-based pipeline into a permanent full-time position (with base salary).

The Reality We provide the leads; you provide the close. You will manage a high-volume pipeline of inbound expat leads. Your success is measured by Win Rate and Contract Value. You will be benchmarked against our internal team—we use real-time data to drive lead distribution to our top performers.

Role Details

• Status: Seasonal (Peak Season, Feb-June), Commission-Only.
• Location: Remote (EST Hours Required).
• Tools: Google Meet, HubSpot, Google Workspace.
• Target OTE: $20k – $40k+ (3-4 month window).

What You’ll Do

• Consult: Lead video and phone consultations via Google Meet, projecting immediate authority.
• Scope: Diagnose complex U.S. expat tax situations (1040, 2555, 1116, FBAR, 5471) and quote fees accurately on the fly.
• Convert: Move warm leads to signed engagement letters.
• Compete: Maintain a high conversion rate to earn priority in the lead rotation.

Who You Are

• The Expert: 3+ years of U.S. expat tax experience. You must be able to navigate complex tax scenarios in live conversations without a safety net.
• The Closer: A confident, virtual-first communicator with high EQ. You know how to lead a prospect to a decision.
• The Professional: A self-starter who lives in HubSpot and understands that follow-up is where the money is made.

Requirements

• Experience: 3+ years of heavy U.S. tax experience (Expat focus preferred).
• Credentials: Active CPA or EA license is Strongly Preferred.
• Availability: Must be available to take calls during US Eastern Standard Time (EST) business hours.
• Tech Savvy: Fluidity in HubSpot and virtual meeting environments.

Growth Path

• Phase 1 (Seasonal): Commission-only. Prove your conversion metrics and technical accuracy.
• Phase 2 (Full-Time): Top performers will be invited to a permanent role featuring a stable base salary, incentive bonuses, and leadership opportunities.

Join Us

This is a role for professionals who prefer being measured by their results rather than their hours. If you have the technical depth to navigate the complexities of U.S. expat tax and the professional hunger to drive revenue in a high-growth environment, we want to see your track record. At Bright!Tax, we reward performance with autonomy, high-caliber lead flow, and a clear path to leadership.

Apply now to demonstrate your expertise and secure your position on our Client Engagement team.