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Tax Samaritan Blog

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Injured Spouse Relief
Expat Tax Forms | Expat Tax Resolution

How to Recover Your Refund with Injured Spouse Relief

ByRandall Brody February 19, 2025February 19, 2025

Losing part or all of your tax refund because of your spouse’s debts can be frustrating, especially if you have no legal obligation to…

Read More How to Recover Your Refund with Injured Spouse ReliefContinue

CP87A
Expat Tax Notices

What to Do When You Receive IRS Notice CP87A

ByRandall Brody February 19, 2025February 19, 2025

Imagine opening your mailbox and finding a CP87A notice from the IRS. It’s natural to feel a wave of concern, but this letter isn’t…

Read More What to Do When You Receive IRS Notice CP87AContinue

FATCA for Expats

Audit Protection Plan

ByRandall Brody February 14, 2025February 14, 2025

You open your mailbox and spot an envelope from the Internal Revenue Service—not the kind with a refund check peeking through. Your heart races,…

Read More Audit Protection PlanContinue

FATCA for Expats

Satisfaction Guarantee

ByRandall Brody February 14, 2025February 14, 2025

We Stand Behind Our Work We stand behind everything with our professional services. We believe that if we give our clients a great experience,…

Read More Satisfaction GuaranteeContinue

education expenses deduction
FATCA for Expats

Are Education or Tuition Expenses Tax Deductible for U.S. Expats?

ByRandall Brody February 14, 2025February 14, 2025

Paying for education while living abroad can be expensive, but U.S. expats may still qualify for tax benefits that help offset the costs. While…

Read More Are Education or Tuition Expenses Tax Deductible for U.S. Expats?Continue

Owning Foreign Property
FATCA for Expats

Owning Foreign Property – A Guide for Americans Living Abroad

ByRandall Brody February 10, 2025February 10, 2025

Owning property abroad can be an exciting opportunity for many Americans living abroad. Some buy a home overseas to settle in a new country,…

Read More Owning Foreign Property – A Guide for Americans Living AbroadContinue

Retirement Abroad and US Expat Taxes
FATCA for Expats

Retirement Abroad and US Expat Taxes: What You Need to Know

ByRandall Brody February 6, 2025March 24, 2025

Retiring abroad opens the door to new experiences, cultures, and opportunities.  But while you may leave U.S. soil behind, your obligations to the IRS…

Read More Retirement Abroad and US Expat Taxes: What You Need to KnowContinue

Tax Penalties for 2025
FBAR For Expats

IRS Inflation-Adjusted Tax Penalties You Need to Know for 2025

ByRandall Brody February 3, 2025February 5, 2025

Facing a Penalty? Here’s Why Staying Updated Matters You know that sinking feeling you get when you realize you’ve missed a deadline or made…

Read More IRS Inflation-Adjusted Tax Penalties You Need to Know for 2025Continue

IRS LT11 Notice: How to Respond and Avoid Asset Seizure
Expat Tax Notices

IRS LT11 Notice: How to Respond and Avoid Asset Seizure

ByRandall Brody January 24, 2025January 27, 2025

The IRS is back to enforcing tax collections after slowing down during the pandemic. By the end of 2023, more than 24 million taxpayers…

Read More IRS LT11 Notice: How to Respond and Avoid Asset SeizureContinue

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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?

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Qualifications, Skills, and Core Competencies

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  • 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.
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  • Embody Tax Samaritan’s core values by delivering high-quality service with integrity, proactivity, and compassion.
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