Skip to content
Expat tax services Tax Samaritan logo
  • About UsExpand
    • About Tax Samaritan
    • Team
    • Our Clients
    • Global Impact
    • Careers
  • What We DoExpand
    • Expat Tax Preparation
    • Late Back Tax Filing For Expats
    • Expat Foreign Account / Asset Reporting
    • Expat Foreign Corporation Reporting
    • Tax Resolution
    • Wealth Management
  • Get Started
  • ResourcesExpand
    • FAQ
    • Webinars
    • In-depth Expat Tax GuidesExpand
      • Tax filing 101
      • Entrepreneurs
      • Digital Nomads
      • Retirement Abroad
    • Country Expat Tax GuidesExpand
      • Mexico
      • Australia
      • Canada
      • Costa Rica
      • France
      • Germany
      • Italy
      • Japan
      • The Netherlands
      • Portugal
      • The Philippines
      • Spain
      • Switzerland
      • Thailand
      • The UAE
      • The UK
    • Expat Tax Articles
    • Other Expat Resources
  • Media Room
  • Contact Us
Login
Expat tax services Tax Samaritan logo

Tax Samaritan Blog

Home » Tax Samaritan Blog
Cancellation of Debt Form
Expat Tax Forms

Emerging Debt-Free: What You Need to Know About 1099-C Cancellation of Debt Form

ByRandall Brody October 20, 2023October 5, 2024

Borrowing money through credit cards or loans can offer financial relief and opportunities. But what happens when you can’t repay that debt? In such…

Read More Emerging Debt-Free: What You Need to Know About 1099-C Cancellation of Debt FormContinue

IRS Substitute for Return for expats
Expat Taxes

IRS Substitute for Return: Reasons Why Unfiled Taxes Are  Disastrous

ByRandall Brody October 13, 2023March 20, 2025

Filing taxes is a responsibility that none of us can escape, yet thousands of taxpayers find themselves in a difficult situation every year.  They…

Read More IRS Substitute for Return: Reasons Why Unfiled Taxes Are  DisastrousContinue

Is the American Opportunity Tax Credit Actually Refundable? A Guide for Expats
Foreign Tax Credit And Treaties

Is the American Opportunity Tax Credit Actually Refundable? A Guide for Expats

ByRandall Brody October 13, 2023October 5, 2024

If you’re pursuing higher education or helping a loved one in college, you’ve likely heard of various tax credits and deductions designed to ease…

Read More Is the American Opportunity Tax Credit Actually Refundable? A Guide for ExpatsContinue

Form 1099-MISC: Urgent Reasons Expats Need To File
Expat Tax Forms

Form 1099-MISC: Urgent Reasons Expats Need To File

ByRandall Brody October 6, 2023October 5, 2024

Form 1099-MISC, also known as Miscellaneous Information, is an IRS form used for specific types of miscellaneous income paid to individuals or entities. This…

Read More Form 1099-MISC: Urgent Reasons Expats Need To FileContinue

IRS CP22a Notice for expats
Expat Tax Notices

IRS CP22a Notice: How to Pay a Whopping Tax Debt

ByRandall Brody October 6, 2023March 20, 2025

If you’ve received a notice from the IRS, it’s essential to understand what it means and what steps you should take. If you ended…

Read More IRS CP22a Notice: How to Pay a Whopping Tax DebtContinue

IRS Notice CP21B for expats
Expat Tax Notices

IRS Notice CP21B: How to Get Your Tax Refund

ByRandall Brody September 27, 2023March 27, 2025

It’s that time of year once again when the mailbox delivers not just bills and flyers, but also the unexpected letters from the IRS….

Read More IRS Notice CP21B: How to Get Your Tax RefundContinue

Form 1099-NEC: Common Mistakes to Avoid for Error-Free Filing
Expat Tax Forms

Form 1099-NEC: Common Mistakes to Avoid for Error-Free Filing

ByRandall Brody September 27, 2023September 24, 2024

The IRS Form 1099-NEC, or  Nonemployee Compensation form, is a tax form that businesses use to report payments made to individuals who are not…

Read More Form 1099-NEC: Common Mistakes to Avoid for Error-Free FilingContinue

FATCA for Expats

Ease Your Worry: 5 Important Tips for Gig Workers to Reduce IRS Audit Risk

ByXandra Bacuetes September 20, 2023March 12, 2025

The transition from traditional employment to self-employment is becoming more common, with many workers now entering the gig economy. The IRS has taken notice…

Read More Ease Your Worry: 5 Important Tips for Gig Workers to Reduce IRS Audit RiskContinue

IRS SS-4 Form: How to Avoid Common Mistakes and Prevent IRS Trouble
Expat Tax Forms

IRS SS-4 Form: How to Avoid Common Mistakes and Prevent IRS Trouble

ByRandall Brody September 20, 2023October 5, 2024

Running a business involves many forms and paperwork, but there’s one thing you can’t afford to ignore – the IRS SS-4 form. While it’s…

Read More IRS SS-4 Form: How to Avoid Common Mistakes and Prevent IRS TroubleContinue

Page navigation

Previous PagePrevious 1 … 9 10 11 12 13 … 54 Next PageNext

Categories

  • Expat Business Taxes
  • Expat Self-Employment Taxes
  • Expat Tax Country Posts
  • Expat Tax Forms
  • Expat Tax Notices
  • Expat Tax Resolution
  • Expat Taxes
  • Expat Wealth Management
  • FATCA for Expats
  • FBAR For Expats
  • Foreign Earned Income Exclusion
  • Foreign Tax Credit And Treaties
  • Retirement Abroad
  • Streamlined Procedure

Our Tax Tips

Name(Required)
This field is for validation purposes and should be left unchanged.

We Are The Highest Rated U.S. Expat Tax Firm With More Than 10,000 Clients In More Than 193 Countries.

  • LinkedIn
  • Twitter
  • Facebook
  • YouTube

Quick Links

  • Expat Tax Solutions
  • Late Back Tax Filing For Expats
  • Expat Foreign Account / Asset Reporting
  • Tax Resolution
  • Get Started

Company

  • About Tax Samaritan
  • Our Clients
  • Privacy Policy
  • Contact Us

Subscribe to our Newsletter for latest news.

"*" indicates required fields

Name*
This field is for validation purposes and should be left unchanged.

Copyright © 2025 Tax Samaritan | All Rights Reserved | Privacy Policy

Ready to Lead Exceptional Client Experiences?

About Us:

Tax Samaritan is a leading U.S. expat tax preparation and advisory firm dedicated to simplifying tax complexities for clients worldwide. Guided by our core values, we are committed to integrity, excellence, and empathy in all client interactions.

Position Summary

The Client Workflow Excellence Manager will lead the client service experience at Tax Samaritan. This role ensures clients receive unparalleled communication, seamless service delivery, and exceptional care aligned with our commitment to proactive and personalized tax solutions for U.S. expats.

What You’ll Do:

  • Lead the client experience journey, ensuring seamless service delivery.
  • Collaborate with teams to optimize workflows and exceed client expectations.
  • Combines Lean Six Sigma expertise with a focus on achieving client excellence.
  • Coach and mentor staff to uphold service excellence.
  • Foster and maintain strong client relationships through regular, proactive communication.
  • Serve as a central contact for client concerns and feedback, ensuring world-class client satisfaction.
  • Monitor and uphold service standards to exceed client expectations.

Why Join Us?

  • A fully remote, flexible work environment. Freedom to work from anywhere, whenever you want.
  • Opportunities for professional growth and leadership development. A culture that values your input and celebrates your successes.

Qualifications, Skills, and Core Competencies

  • Bachelor’s degree in Business Administration, Management, or related field preferred.
  • Lean Six Sigma Black Belt certification is preferred.
  • Background and experience in tax or accounting is preferred.
  • Proven experience in client service management, operations, or similar roles.
  • Intermediate to advanced proficiency in Microsoft Office Suite, CRM systems, and project management tools.
  • Exceptional communication and interpersonal skills.
  • Strong problem-solving and conflict-resolution abilities.
  • Leadership skills with a knack for inspiring and guiding teams toward common goals.
Apply Now

Ready to Deliver Transformational Client Success?

About Us:

Tax Samaritan is a leading U.S. expat tax preparation and advisory firm dedicated to simplifying tax complexities for clients worldwide. Guided by our core values, we are committed to integrity, excellence, and empathy in all client interactions.

Position Summary

The Client Transformation Success Manager plays a key role in delivering exceptional client experiences by building strong relationships and offering value-driven tax advisory and financial planning. This role ensures clients receive proactive, strategic guidance to achieve long-term financial success.

What You’ll Do:

  • Serve as the central point of contact for clients, building trust and fostering meaningful, long-term relationships.
  • Deliver personalized, proactive service by developing comprehensive tax and financial plans that integrate wealth management, estate planning, and risk mitigation strategies.
  • Collaborate with the Client Excellence Manager on After Action Reports (AARs) to drive continuous improvement in client experiences and service delivery.
  • Articulate Tax Samaritan’s transformative value proposition to prospective and current clients, guiding them on a journey to achieve measurable financial success and peace of mind.
  • Continuously “plus” the client experience, delivering surprising and delightful touches that exceed expectations.

Why Join Us?

  • A fully remote, flexible work environment. Freedom to work from anywhere, whenever you want.
  • Opportunities for professional growth and leadership development. A culture that values your input and celebrates your successes.

Qualifications, Skills, and Core Competencies

  • U.S. CPA or Enrolled Agent (EA) required.
  • Proven expertise in tax advisory, accounting services, or financial planning, with an emphasis on proactive strategies and wealth management.
  • Demonstrated ability to build authentic client relationships, emphasizing care and understanding.
  • A commitment to simplifying processes, enhancing transparency, and creating value-driven, indispensable experiences.
  • Exceptional written and verbal communication skills, with the ability to clearly explain complex tax and financial concepts.
  • A track record of delivering exceptional client value through innovative, tailored solutions.
  • Embody Tax Samaritan’s core values by delivering high-quality service with integrity, proactivity, and compassion.
Let’s Build the Future Together – Apply!
  • About Us
    • About Tax Samaritan
    • Team
    • Our Clients
    • Global Impact
    • Careers
  • What We Do
    • Expat Tax Preparation
    • Late Back Tax Filing For Expats
    • Expat Foreign Account / Asset Reporting
    • Expat Foreign Corporation Reporting
    • Tax Resolution
    • Wealth Management
  • Get Started
  • Resources
    • FAQ
    • Webinars
    • In-depth Expat Tax Guides
      • Tax filing 101
      • Entrepreneurs
      • Digital Nomads
      • Retirement Abroad
    • Country Expat Tax Guides
      • Mexico
      • Australia
      • Canada
      • Costa Rica
      • France
      • Germany
      • Italy
      • Japan
      • The Netherlands
      • Portugal
      • The Philippines
      • Spain
      • Switzerland
      • Thailand
      • The UAE
      • The UK
    • Expat Tax Articles
    • Other Expat Resources
  • Media Room
  • Contact Us