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Form 8992
Expat Tax Forms

Form 8992 GILTI Calculation Pitfall – Latest To Know For 2024

ByRandall Brody January 17, 2025January 17, 2025

The new law of December 2017 brought major tax law changes for foreign corporation shareholders. This led to the creation of IRS Forms 8992…

Read More Form 8992 GILTI Calculation Pitfall – Latest To Know For 2024Continue

FATCA for Expats

Tax Samaritan’s Expat Tax Preparation Process

ByRandall Brody January 17, 2025January 22, 2025

Our Experts Provide Secure and Accurate U.S. Expat Tax Preparation Worldwide File your taxes in five simple steps. Tax Samaritan breaks down the complex…

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Randall Brody Tax Samaritan founder and CEO
FATCA for Expats

About Tax Samaritan Founder Randall Brody

ByRandall Brody January 17, 2025January 17, 2025

RANDALL BRODY, EA Tax expert Randall Brody is the founder of Tax Samaritan and Peace Of Mind Help, companies specializing in expatriate tax solutions…

Read More About Tax Samaritan Founder Randall BrodyContinue

Enrolled Agents
FATCA for Expats

Enrolled Agents — Here Are The Most Greatest Tax Experts!

ByXandra Bacuetes January 17, 2025January 17, 2025

An IRS enrolled agent (EA) is a person who has earned the right to represent taxpayers before the IRS. Enrolled agent status is the…

Read More Enrolled Agents — Here Are The Most Greatest Tax Experts!Continue

US Expat Tax Security Statement
FATCA for Expats

Tax Samaritan US Expat Tax Security Statement

ByRandall Brody January 16, 2025January 17, 2025

Your Tax Security Is Important To Us Protecting your tax and financial and other sensitive information is our utmost concern. This is especially true…

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does pension affect social security
FATCA for Expats

Will Receiving a Pension Reduce My Social Security Benefits?

ByRandall Brody November 6, 2024November 6, 2024

If you’re approaching retirement, you might wonder how your pension and Social Security benefits will work together. You may have heard that your Social…

Read More Will Receiving a Pension Reduce My Social Security Benefits?Continue

Form 1098-E: Student Loan Interest Statement
Expat Tax Forms

Form 1098-E: Student Loan Interest Statement and How It Can Help You Save on Taxes

ByRandall Brody November 6, 2024November 6, 2024

If you’ve ever borrowed money for school, chances are you’ve received a Form 1098-E. Your loan servicer provides this form to help you track…

Read More Form 1098-E: Student Loan Interest Statement and How It Can Help You Save on TaxesContinue

Tax Form 941
FATCA for Expats

How to File Tax Form 941 for Business Owners

ByRandall Brody October 15, 2024January 17, 2025

If you’re running a business with employees, you must file IRS Tax Form 941 or the Employer’s Quarterly Federal Tax Return. This form reports…

Read More How to File Tax Form 941 for Business OwnersContinue

Living Abroad
FATCA for Expats

Filing Requirements For U.S. Taxpayers Living Abroad

ByRandall Brody October 13, 2024October 13, 2024

US Taxpayers Living Abroad If you are a U.S. citizen or resident alien living abroad, the rules for filing income, estate, and gift tax…

Read More Filing Requirements For U.S. Taxpayers Living AbroadContinue

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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.
  • 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.
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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.
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