The Role and Who We’re Looking For
American Expat Tax Services, a Greenback Company, is an income tax preparation firm specializing in all areas of U.S. income tax preparation, expat tax advice, compliance, and IRS problem resolution for American expats living or working outside the United States.
We also specialize in Canadian income taxes and can assist Canadians with their filing obligations and problem resolution with the CRA.
Whether you are a U.S. citizen or green card holder living or working abroad, a taxpayer who works or travels in the U.S. or Canada, or a U.S. citizen, green card holder, or other taxpayer living inside the U.S. who owns assets or accounts overseas — we can help.
We believe that individuality brings great opportunities for us to grow and learn as a team. However, all of our successful teammates have these traits in common: passion, empathy, resourcefulness, a strong work ethic, the ability to communicate openly and receive feedback, and a thirst for learning.
What to Expect
As a Customer Support Representative, you will assist clients with the following (but not limited to):
- Delivering an all-star experience through exceptional customer support
- Keeping clients on track to provide necessary tax documents
- Processing, renaming, and organizing all incoming client documents
- Assisting clients with general questions or technical difficulties (non-tax specific)
- Supporting tax professionals with document requests
- Assembling and delivering completed tax returns
- Processing client signatures and filing acceptances
- Managing projects and maintaining documentation
- Conducting final file reviews
- Becoming an expert in our tools, platforms, and internal processes
- Handling pressure during tax season — we work to deadlines!
- Maintaining high standards while working independently — we provide the tools and trust you to meet expectations
We’re proud of our company culture and are looking for someone who’s a great fit. We’re a small, tight-knit team — all working remotely from home offices. We’re obsessive about customer experience, believe that planning is key to success, and love to work hard and make things happen — but also value life outside the (home) office.
We’re looking for someone who is confident, reliable, an excellent communicator, and who enjoys working in a fast-paced team. You should be self-directed and able to get things done with minimal supervision. (We don’t like micromanagement — and assume you don’t either.)
Key Skills Needed
- Excellent communication skills — you must read between the lines and craft messaging that is warm, friendly, and professional, tailored to each interaction
- Customer awareness — ability to identify ways to add value by monitoring industry changes, trends, and customer needs
- Data-driven decision-making — use metrics to measure success, identify areas for improvement, and prioritize accordingly
- Execution and organization — attention to detail and ability to juggle multiple tasks, especially during busy seasons
- Eagerness to learn — you don’t need to be an accountant, but you must be willing to learn the ins and outs of U.S. expat taxes
- Bonus: Current or former expat, or someone who appreciates and gets excited about the expat lifestyle
- Time zone stability — we’re looking for someone in a fixed time zone. This role is not ideal for long-term travelers or those frequently changing locations
What We Offer
- A team of highly talented, communicative, get-it-done professionals who also love adventure
- A very generous time-off policy
- An annual team trip (2023: Mexico City, 2024: Costa Rica, 2025: Ireland!)
Why Join Us?
- Growth Potential – We nurture talent from within. You’ll have opportunities to take on new challenges, develop your skills, and grow your career as we scale.
- Small Team, Big Impact – You’ll work directly with leadership, giving you the chance to shape our direction and make a meaningful contribution.
- Autonomy – We trust our employees with responsibility and encourage innovation and independent thinking.
Company Values
- Integrity Always: We do the right thing even when no one is watching
- Customer Commitment: We take pride in consistently exceeding customer expectations
- Team Mindset: We collaborate and respect each other and acknowledge contributions
- Daily Impact: We act early, making data-driven decisions to achieve and surpass our goals
- Empowered Performance: We equip our team with the trust, resources, and independence needed for success
- Grow Our Own: We nurture and support our team’s abilities, goals, and learning
- Transparent Talk: We champion open and honest communication
We respectfully ask that you only apply through the application form and do not email directly. Recruiters and Agencies please do not contact directly.
