US Tax Client Relationship Manager, CPA/EA

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🔥 19 hours ago

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Logo of Taxceo .\

Taxceo .\

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.

📋 Description

• 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

🎯 Requirements

• Active CPA or Enrolled Agent credential • 5+ years of U.S. individual tax experience • Direct client-facing experience in an advisory or senior client-service role • Exceptional communication — the ability to explain complex tax positions in warm, plain English • Strong organization, follow-through, and attention to detail • Comfort working independently in a remote, distributed team • Sound professional judgment and a genuinely client-focused approach • Eagerness to develop deep expertise in U.S. expat tax

🏖️ Benefits

• Remote position • Opportunity for professional development

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