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• 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. A short qualification conversation — async or live — confirms what the prospect needs, whether Bright!Tax can serve it well, and where in the pipeline it belongs. When the situation is straightforward, you'll have authority to quote it yourself. • 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 — what we did well, what almost made them choose someone else, what they tell other expats about us. • Translate patterns into intelligence. Synthesize what you hear at the front door and from clients into themes that go to Marketing (for messaging) and Client Success (for service design). Be the connective tissue between three functions that don't always have time to talk to each other.

• Serve as the primary point of contact for a portfolio of clients, building trust through timely, clear, and thoughtful communication • Guide clients through each stage of the tax preparation process by explaining next steps, clarifying expectations, and answering general questions • Ensure clients feel supported and informed throughout their engagement with Bright!Tax • Coordinate between clients and internal teams to ensure documentation is complete and projects stay on track • Monitor engagement progress using internal systems such as HubSpot and other workflow tools • Proactively identify potential delays or issues and escalate when needed • Respond to client questions via email and internal messaging platforms, helping troubleshoot issues or routing inquiries to the appropriate team • Help clients navigate the process smoothly by anticipating common questions and providing proactive guidance • Ensure each client interaction reflects the Bright!Tax standard of professionalism, empathy, and clarity • Contribute to ongoing discussions around improving client workflows, communication practices, and service delivery • Help identify opportunities to streamline processes and enhance the overall client experience

• Review, sign, and deliver US expat tax returns across complexity levels, with a focus on specialty areas such as country-specific returns, Form 5471, Form 3520, Form 1120, and others as assigned. • Continue preparing returns as needed, particularly in niche or specialty areas. • Maintain consistent formatting, documentation standards, and technical accuracy across all work product. • Provide clear, constructive review notes that support the development of Associates. • Draft client-ready delivery messages for the Client Success Manager to work with. • Coordinate with CSMs, Associates, and Managers to ensure a seamless and on-time delivery flow. • Handle client debrief calls or follow-up clarifications occasionally. • Meet on-time delivery expectations in line with workboard assignments and production calendars. • Offer guidance to Associates through detailed review notes and shared learning moments. • Share observations with your Manager regarding team member readiness, including promotion-readiness or performance concerns. • Participate in Reviewer Roundtables and Office Hours. • Contribute to quality and consistency across pods, even without a formal leadership designation.

• 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

• 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.