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Tax Samaritan Blog

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Preparer Tax Return Retention
Expat Taxes

Preparer Tax Return Retention Requirements | Helpful Info You Need To Know

ByRandall Brody November 23, 2021October 6, 2024

Preparer Tax Return Retention – Free Backup Solution For Taxpayers Tax return document retention is a topic discussed amongst tax professionals on occasion. However,…

Read More Preparer Tax Return Retention Requirements | Helpful Info You Need To KnowContinue

Social Security and Medicare Taxes
Expat Self-Employment Taxes | Expat Taxes

Social Security And Medicare Taxes For Expats

ByRandall Brody November 23, 2021October 6, 2024

Generally Social Security and Medicare Taxes For Services Performed Overseas Don’t Apply In general, U.S. social security and Medicare taxes do not apply to…

Read More Social Security And Medicare Taxes For ExpatsContinue

Filing And Paying Late
Expat Taxes | Streamlined Procedure

Informative Truth About Filing And Paying Late Expats Need To Know

ByRandall Brody November 19, 2021October 6, 2024

Filing And Paying Late April 15 is the tax day deadline for most people. If you reside overseas on April 15, you qualify for…

Read More Informative Truth About Filing And Paying Late Expats Need To KnowContinue

America’s Tax Experts
Expat Taxes

Introducing America’s Tax Experts – Here Are The Enrolled Agents

ByRandall Brody November 19, 2021October 6, 2024

I’m occasionally asked “are you a CPA?” And when I respond that no, I’m an Enrolled Agent (EA). I’m often met with a response…

Read More Introducing America’s Tax Experts – Here Are The Enrolled AgentsContinue

Help Filing Back Taxes
Expat Taxes | Streamlined Procedure

Help Filing Back Taxes | Advice Expats Need To Know

ByRandall Brody November 19, 2021October 6, 2024

If you haven’t filed your taxes in a few years, you may be wondering what options you have for help filing back taxes. You…

Read More Help Filing Back Taxes | Advice Expats Need To KnowContinue

FBAR Deadline
FBAR For Expats

FBAR Deadline – Know How Expats Can Avoid Harsh Penalties

ByRandall Brody November 19, 2021October 6, 2024

There a number of unique and different due dates that apply to U.S. overseas taxpayers, but some are extremely critical to avoiding harsh penalties…

Read More FBAR Deadline – Know How Expats Can Avoid Harsh PenaltiesContinue

Health Reimbursement Arrangement
Expat Taxes

Know How To Secure Tax Savings With HRA

ByRandall Brody November 19, 2021October 6, 2024

Save $5,000 A Year On Your Taxes With A Health Reimbursement Arrangement (HRA) During tax planning season I like to look for tax savings…

Read More Know How To Secure Tax Savings With HRAContinue

Health Reimbursement Arrangements
Expat Taxes

Health Reimbursement Arrangements | Important Info Expats Need To Know

ByRandall Brody November 19, 2021October 6, 2024

Employers without Group Health Insurance Can Still Offer Pre-Tax Benefits Recent IRS changes mean some small businesses can no longer use Health Reimbursement Arrangements…

Read More Health Reimbursement Arrangements | Important Info Expats Need To KnowContinue

RESP
Expat Tax Country Posts

Know The Most Important Basic Rules Of Canadian RESP

ByRandall Brody November 15, 2021October 6, 2024

RESP Account And Tax Deferral It is quite common that U.S. citizens living in Canada hold a Registered Education Savings Plan (RESP) on behalf…

Read More Know The Most Important Basic Rules Of Canadian RESPContinue

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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.
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Why Join Us?

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Qualifications, Skills, and Core Competencies

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  • Lean Six Sigma Black Belt certification is preferred.
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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

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  • 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.
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