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CP2000
Expat Tax Resolution

CP2000 And Feeling Helpless? See How To Handle

ByRandall Brody March 6, 2021October 6, 2024

Did You Receive A CP2000? A CP2000 IRS letter notifies you when the IRS receives income, deduction, or credit information from third-party sources. And,…

Read More CP2000 And Feeling Helpless? See How To HandleContinue

Trucker Tax Relief
Expat Tax Resolution

The Most Important Facts About Trucker Tax Relief

ByRandall Brody March 6, 2021April 19, 2023

The Complexities Of Being An Independent Trucker Let’s be honest. If you’re a trucker, it’s effortless to run afoul of the IRS or a…

Read More The Most Important Facts About Trucker Tax ReliefContinue

Sweden Expat
Expat Tax Country Posts

Expat Tax for Americans in Sweden – What You Need To Know

ByRandall Brody March 3, 2021October 7, 2024

Expat Tax In Sweden – Expat Living In Sweden Sweden occupies the greater part of the Scandinavian Peninsula, which it shares with Norway. The…

Read More Expat Tax for Americans in Sweden – What You Need To KnowContinue

beldium-img
Expat Tax Country Posts

Expat Tax for Americans in Belgium – What You Need To Know

ByRandall Brody February 27, 2021October 7, 2024

Expat Tax In Belgium – Expat Living In Belgium Belgium, officially the Kingdom of Belgium, lies in the largest industrialized trading bloc globally, the…

Read More Expat Tax for Americans in Belgium – What You Need To KnowContinue

What Is FATCA
FATCA for Expats

What Is FATCA? Practical Info Expats Need To Know

ByRandall Brody February 27, 2021October 7, 2024

What is FATCA? The Foreign Account Tax Compliance Act, or FATCA, is a law that was enacted in March 2010. The purpose of this…

Read More What Is FATCA? Practical Info Expats Need To KnowContinue

Streamlined Procedure

Back Taxes Help – Practical Info Expats Need To Know

ByRandall Brody February 27, 2021October 7, 2024

Are you behind on your taxes? Do you need back taxes to help? First: don’t panic. It’s a common enough situation that the IRS…

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Expat Tax Resolution

A Complete Guide To The IRS Fresh Start Initiative: Latest You Need To Know

ByRandall Brody February 27, 2021June 1, 2023

When you live abroad, it is easy to fall out of compliance with IRS tax laws. One of the programs to provide relief and…

Read More A Complete Guide To The IRS Fresh Start Initiative: Latest You Need To KnowContinue

IRS Power Of Attorney
Expat Tax Resolution

IRS Power Of Attorney – Practical Info Expats Need To Know

ByRandall Brody February 26, 2021October 7, 2024

Purpose Of An IRS Power Of Attorney Authorization If you are dealing with a IRS tax problem, you can decide to represent yourself or…

Read More IRS Power Of Attorney – Practical Info Expats Need To KnowContinue

Las Vegas Tax Lien
Expat Tax Resolution

Las Vegas Tax Lien – Practical Info You Need To Know

ByRandall Brody February 26, 2021July 18, 2021

Whenever you owe a debt you can’t pay, the organization or individual you owe will always try to collect. However, when it comes to…

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Ready to Lead Exceptional Client Experiences?

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.
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  • About Us
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