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4 Legitimate Ways to Boost Your Tax Refund
Expat Taxes

4 Guaranteed Ways to Boost Your Tax Refund

ByRandall Brody February 8, 2023September 24, 2024

While the tax refund for 2021 is already high, you can still utilize strategies to get a larger sum. Here are ways to take advantage of every possible tax break and minimize your tax liability. 

Read More 4 Guaranteed Ways to Boost Your Tax RefundContinue

old couple giving high fives while working on taxes
Expat Taxes

8 Expert Tips to Reduce Taxable Income – How to Pay Less Taxes as an Expat

ByRandall Brody February 8, 2023October 5, 2024

Don’t settle for your initial tax bill. Put in the extra effort by applying these expert tips to reduce taxable income, so you pay less taxes.

Read More 8 Expert Tips to Reduce Taxable Income – How to Pay Less Taxes as an ExpatContinue

Unreported Offshore Accounts expats guide
FATCA for Expats

Unreported Offshore Accounts – Is It Actually Illegal? Interesting Facts Here

ByRandall Brody December 20, 2022April 1, 2025

In recent years, widespread disinformation has circulated that U.S. citizens cannot open and maintain offshore bank accounts. That is not true. In reality, US…

Read More Unreported Offshore Accounts – Is It Actually Illegal? Interesting Facts HereContinue

Currently Not Collectible Status expats guide
Expat Tax Resolution

Currently Not Collectible Status: How to Resolve Back Taxes the Right Way

ByRandall Brody December 16, 2022April 7, 2025

If you owe back taxes and are unable to make any payments, you may need a special tax status called “currently not collectible.” This…

Read More Currently Not Collectible Status: How to Resolve Back Taxes the Right WayContinue

2022 Inflation Reduction Act Facts expats need to know
Expat Tax Resolution

2022 Inflation Reduction Act: Interesting Facts You Need To Know

ByRandall Brody November 8, 2022April 8, 2025

Dealing with the IRS has never been simple, and reaching a tax settlement agreement is almost always challenging. If you are working to pay…

Read More 2022 Inflation Reduction Act: Interesting Facts You Need To KnowContinue

Malta Pension Plan Tax Strategy
Expat Tax Resolution

Understanding the Malta Pension Plan Tax Strategy: A Deep Dive into IRS Scrutiny

ByRandall Brody November 4, 2022April 8, 2025

Every taxpayer dreads a surprise from the IRS. But the anxiety amplifies when a Special Agent from the Criminal Investigation Division (CID) gets involved,…

Read More Understanding the Malta Pension Plan Tax Strategy: A Deep Dive into IRS ScrutinyContinue

A Primer on How Foreign Companies Pay U.S. Taxes
Expat Business Taxes

A Primer on How Foreign Companies Pay U.S. Taxes

ByRandall Brody October 24, 2022October 5, 2024

Understanding how the U.S. taxes foreign corporations can help you keep your business obligations in check. Learn more in this infographic.

Read More A Primer on How Foreign Companies Pay U.S. TaxesContinue

IRS Collection Letter
Expat Tax Notices

IRS Collection Letter — Practical Ways to Handle the Frightening Notice

ByRandall Brody October 20, 2022April 8, 2025

How would you feel when you open your mailbox and find a collection letter from the IRS instead of the typical mix of bills…

Read More IRS Collection Letter — Practical Ways to Handle the Frightening NoticeContinue

Taxpayer Experience Office: A Guide to IRS Customer Service
Expat Tax Resolution

Expat Taxpayer Experience Office: A Guide to IRS Customer Service

ByRandall Brody October 18, 2022October 5, 2024

The IRS aims to improve customer service by opening the first-ever IRS Taxpayer Experience Office. Find out more about it in this write-up.

Read More Expat Taxpayer Experience Office: A Guide to IRS Customer ServiceContinue

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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.
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  • 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.
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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.
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