Client Engagement Specialist – Expat Tax

Job not on LinkedIn

🔥 4 minutes ago

🇺🇸 United States – Remote

⏳ Contract/Temporary

🟢 Junior

🟡 Mid-level

🏆 Customer Success

🚫👨‍🎓 No degree required

Where this job comes from

Posted on Taxceo .\'s careers page ↗Taxceo .\'s careers page, not through a job board

First seen by Remote Rocketship 4 minutes 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

• Manage a high-volume pipeline of inbound expat leads • Lead video and phone consultations on Google Meet • Diagnose complex US expat tax situations • Quote fees accurately during consultations • Move warm leads to signed engagement letters • Maintain a high conversion rate to earn priority in the lead rotation • Use real-time performance data and compete against internal benchmarks • Follow up with prospects to drive conversions and revenue

🎯 Requirements

• 2+ years of US expat tax experience • Strong US tax experience; expat focus preferred • Experience handling complex tax scenarios involving 1040, 2555, 1116, FBAR, and 5471 • Available for calls during US Eastern Time business hours • Confident with HubSpot and virtual meetings • Ability to lead video and phone consultations • Ability to diagnose complex US expat tax situations and quote fees accurately • Ability to convert warm leads to signed engagement letters • High conversion rate and strong follow-up skills • Confident, virtual-first communication and high EQ • Self-starter with a results-oriented approach

🏖️ Benefits

• Commission-only, uncapped • Top performers earn $20k to $40k+ in peak tax season (Feb to June) alone • Clear, performance-based path to a permanent position with a base salary • Stable base salary and incentive bonuses for top performers who move to a permanent role • Leadership opportunities • Autonomy • High-quality lead flow

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