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Tax Samaritan Blog

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What to Do if You Have Not Filed Your Tax Return
Expat Taxes | Streamlined Procedure

Advice You Need To Know If You Have Not Filed Your Expat Tax Return

ByRandall Brody October 13, 2021October 6, 2024

If You Have Not Filed Your Taxes In Years – What to Do if You Have Not Filed Your Tax Return For whatever your…

Read More Advice You Need To Know If You Have Not Filed Your Expat Tax ReturnContinue

Americans Living Abroad
Expat Taxes

The Best and Most Useful Tax Tips For Americans Living Abroad

ByRandall Brody October 13, 2021October 6, 2024

Tax Samaritan Tax Tips For Americans Living Abroad Filing income tax returns is a dreaded and stress filled time for most U.S. taxpayers. But…

Read More The Best and Most Useful Tax Tips For Americans Living AbroadContinue

US Expat Tax In Canada
Expat Tax Country Posts

US Expat Tax In Canada – Practical Info You Need To Know

ByRandall Brody October 13, 2021October 6, 2024

Expat Living In Canada Living overseas in Canada will be an interesting experience and is a popular living location for Americans given its proximity…

Read More US Expat Tax In Canada – Practical Info You Need To KnowContinue

Germany Expat Tax
Expat Tax Country Posts

Expat Tax Advice You Need To Know for Americans Living in Germany

ByRandall Brody October 13, 2021October 6, 2024

Guide To Germany Expat Tax Advice The Tax Samaritan country guide to Germany Expat Tax advice is intended to provide a general review of…

Read More Expat Tax Advice You Need To Know for Americans Living in GermanyContinue

FBAR Late Filing
FBAR For Expats

FBAR Late Filing – Important Tips To Help Expats Get Compliant

ByRandall Brody October 13, 2021October 6, 2024

FBAR Late Filing Options The implementation of FATCA and ongoing efforts to uncover FBAR late filing by the IRS, Treasury Department and U.S. government…

Read More FBAR Late Filing – Important Tips To Help Expats Get CompliantContinue

Foreign Financial Asset
FATCA for Expats

How To Report Foreign Financial Assets | Better Avoid Risky Penalties

ByRandall Brody October 8, 2021October 6, 2024

Overview Of Foreign Financial Asset Reporting Section 6038D of the Internal Revenue Code (IRC) requires any individual with interest in a specified foreign financial…

Read More How To Report Foreign Financial Assets | Better Avoid Risky PenaltiesContinue

IRS Customs Hold
Expat Tax Resolution | Expat Taxes | Streamlined Procedure

IRS Customs Hold – A Guide for Delinquent Expat Taxpayers

ByRandall Brody October 8, 2021October 6, 2024

IRS Customs Hold IRS revenue officers can request an IRS customs hold to be entered into the Treasury Enforcement Communication System (TECS) for delinquent…

Read More IRS Customs Hold – A Guide for Delinquent Expat TaxpayersContinue

Switzerland Expat Tax
Expat Tax Country Posts

Expat Tax Advice Americans in Switzerland Need To Know

ByRandall Brody October 8, 2021October 6, 2024

Guide To Switzerland Expat Tax Advice The Tax Samaritan country guide to Switzerland Expat Tax advice is intended to provide a general review of…

Read More Expat Tax Advice Americans in Switzerland Need To KnowContinue

US Expat Tax In Macau
Expat Tax Country Posts

US Expat Tax In Macau – Practical Info Americans Need To Know

ByRandall Brody October 8, 2021October 6, 2024

Expat Living In Macau Macau is a great place to live and work and has much to offer to American’s living overseas. It’s a…

Read More US Expat Tax In Macau – Practical Info Americans Need To KnowContinue

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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.
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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.
Let’s Build the Future Together – Apply!
  • About Us
    • About Tax Samaritan
    • Team
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  • What We Do
    • Expat Tax Preparation
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  • Get Started
  • Resources
    • FAQ
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      • Tax filing 101
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      • Mexico
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      • Switzerland
      • Thailand
      • The UAE
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    • Expat Tax Articles
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  • Media Room
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