At Bright!Tax, we’re a team of adventurers—drawn together by a shared passion for solving complex challenges, delivering white-glove service, and empowering Americans abroad through world-class tax expertise. As we continue to grow, we’re searching for a Subject Matter Expert (SME) who embodies our spirit: a steady, insightful technical leader who thrives on complexity, supports others with clarity, and elevates the craft of expat taxation across the organization.
About Us
Bright!Tax is an award-winning global tax partner to US expats in 200+ countries. We’re a dynamic, innovative firm that pairs deep technical knowledge with a human touch. Our team is a collective of curious, driven individuals who value autonomy, exploration, and the pursuit of excellence—all while supporting clients living extraordinary lives around the world.
The Role
As a Subject Matter Expert, you will strengthen the firm’s technical foundation, providing internal guidance, research support, and quality assurance across cross-functional teams. You’ll be the person our reviewers, Client Success Managers, and Operations teams turn to when they encounter something new, nuanced, or urgent—and you’ll help ensure that Bright!Tax continues to deliver accurate, timely, and exceptionally high-quality service in every interaction.
Your leadership will not be managerial in structure, but impactful, shaping the way our team interprets complexity, builds confidence, and grows collectively.
What We’re Looking For
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A seasoned, credentialed tax professional (EA or CPA) with a deep understanding of complex individual tax matters—expat or cross-border experience a strong plus.
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Someone energized by technical research, ambiguity, and novel challenges.
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A calm problem-solver who thrives when things move quickly and stakes are high.
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A clear, thoughtful communicator who enjoys breaking complexity into actionable guidance for others.
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An organized, reliable collaborator with a proactive mindset and a commitment to accuracy.
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A team-oriented contributor who embodies our culture of curiosity, excellence, and continuous growth.
Key Responsibilities
Technical Research & Internal Guidance
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Investigate emerging, difficult, or ambiguous tax topics with precision and creativity.
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Draft clear internal memos, guidance, and summaries for reviewers and CSMs.
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Host weekly Tax Team Office Hours and contribute to ongoing internal training and enablement.
Targeted Review Support (Limited Scope)
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Step in on select high-complexity or edge-case returns.
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Provide sourcing, issue resolution, and targeted technical checks.
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Assist with overflow during peak periods to stay sharp and support team capacity needs.
Content Accuracy & Quality Reviews
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Review tax-related marketing materials, checklists, training assets, and internal resources for technical accuracy.
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Recommend updates to internal knowledge bases, process guides, and decision trees.
Ticket-Based Team Support
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Resolve tax questions from a shared, capacity-limited queue across Tax, CSM, and Operations.
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Support quarterly audits and contribute to process improvements firmwide.
Rapid-Response Intervention
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Serve as our high-speed responder for urgent technical or client issues—unblocking, stabilizing, and moving work forward quickly when time is of the essence.
How Success Is Measured
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Ticket Resolution: ≥90% of assigned research/support tickets closed on time
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Internal Satisfaction: ≥4.5/5 average rating from CSMs and reviewers
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Research Accuracy: 100% technically accurate, properly sourced guidance
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Content Reviews: All assigned materials reviewed by deadline
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Review Contribution: ~5–10 complex or training-focused returns per month
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Workload Health: No more than 5 active tickets unless escalated to a sponsor
What Your Day-to-Day Looks Like
Most days blend deep research, thoughtful internal enablement, and targeted review support. You’ll draft guidance, review complex cases, host office hours, and help teams navigate uncertainty with confidence. When an urgent challenge appears, you’ll be the calm, capable expert who steps in to resolve it swiftly.
This role is ideal for someone who loves variety, thrives on intellectual challenge, and finds purpose in elevating others.
Qualifications
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Active EA or CPA credential (required)
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Extensive experience in complex individual taxation; expat or cross-border experience preferred
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Strong research skills with the ability to translate complexity into clarity
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Exceptional communication and collaboration skills
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Ability to remain composed under pressure and manage time-sensitive priorities
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Highly organized, reliable, and committed to technical accuracy
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A natural mentor who enjoys supporting team learning and growth
What We Offer
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A chance to be part of a globally oriented, mission-driven team redefining expat tax services
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A culture that celebrates curiosity, innovation, and the freedom to grow
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Opportunities for professional development and cross-functional impact
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Flexibility and autonomy through fully remote work
Our Promise
At Bright!Tax, we are united in our pursuit of mastery, joy, and growth. If integrity, curiosity, and the thrill of navigating complex challenges resonate with you, we look forward to welcoming you. Join us, and help shape the future of expat taxation—while writing your own story along the way.
