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How Far Back Can You File Taxes? 9 Important Facts for expats
Expat Tax Resolution

How Far Back Can You File Taxes? 9 Important Facts

ByRandall Brody July 21, 2022April 10, 2025

Here’s everything you need to know about filing tax returns past due.

Read More How Far Back Can You File Taxes? 9 Important FactsContinue

What Does an IRS Audit Letter Look Like? Guide for Expats
Expat Tax Notices

What Does an IRS Audit Letter Look Like? How to Spot Fake Letter

ByRandall Brody July 6, 2022April 11, 2025

Receiving an IRS audit letter can be a stressful experience. But, how will you know it’s an authentic letter? Learn how to spot a fake IRS letter.

Read More What Does an IRS Audit Letter Look Like? How to Spot Fake LetterContinue

irs debt forgiveness for expats
Expat Tax Resolution

How to Fix Your Tax Problems With the IRS Debt Forgiveness in 5 Ways

ByRandall Brody July 4, 2022April 11, 2025

If you are faced with tax issues, do not panic. Do know that there’s the IRS debt forgiveness program to help you out. Here’s how it works.

Read More How to Fix Your Tax Problems With the IRS Debt Forgiveness in 5 WaysContinue

What is a Tax Levy?
FATCA for Expats

What is a Tax Levy? 5 Reasons Why It’s Bad for You (and How to Avoid It)

ByXandra Bacuetes July 1, 2022March 12, 2025

Paying on time is the ideal way to manage your taxes. But, what happens if you’re unable to do so? Read on to know more about the tax levy and how to avoid it.

Read More What is a Tax Levy? 5 Reasons Why It’s Bad for You (and How to Avoid It)Continue

How Long Can the IRS Collect Back Taxes? Guide for Expats
Expat Tax Resolution

How Long Can the IRS Collect Back Taxes? What You Need to Know

ByRandall Brody June 30, 2022April 11, 2025

Failing to pay your taxes may lead to IRS collection activities. But, the agency can’t chase you forever. Learn more about the IRS Statute of Limitations here.

Read More How Long Can the IRS Collect Back Taxes? What You Need to KnowContinue

Expat Tax Resolution

What are Back Taxes and How to Settle Them Now

ByXandra Bacuetes June 29, 2022March 12, 2025

Settling back taxes can be complicated. Learn everything you need to know about the process in this guide.

Read More What are Back Taxes and How to Settle Them NowContinue

Reasons You Are Getting an IRS Notice: Guide for Expats
Expat Tax Notices | Expat Tax Resolution

6 Urgent Reasons You Are Getting an IRS Notice

ByRandall Brody June 28, 2022April 11, 2025

IRS notices are sent for various reasons. Learn more about those grounds in this article.

Read More 6 Urgent Reasons You Are Getting an IRS NoticeContinue

How Does Your Credit Score Affect Your Taxes?
Expat Taxes | Expat Wealth Management

Does Your Credit Score Affect Your Taxes? 5 Important Things Expats Need to Know

ByRandall Brody June 13, 2022October 5, 2024

This article will explain the relationship between your taxes and credit score, including how the former may impact the latter – or vice-versa.

Read More Does Your Credit Score Affect Your Taxes? 5 Important Things Expats Need to KnowContinue

How to File Appeals to the IRS
Expat Tax Resolution

How To File Appeals To The IRS — Ultimate Guide for Expats

ByRandall Brody June 13, 2022October 5, 2024

The IRS Independent Office of Appeals holds an appeals process that is fair and impartial to the government and you. Learn how you can file a tax appeal here.

Read More How To File Appeals To The IRS — Ultimate Guide for ExpatsContinue

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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 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
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