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Expat Tax Country Posts

Expat Tax for Americans in Costa Rica – What You Need To Know

ByRandall Brody January 28, 2021October 7, 2024

Expat Living In Costa Rica Expat living in Costa Rica is a popular choice among people who once lived in the United States. With…

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Tax Tips for Military Contractors
Expat Taxes

Tax Preparation For Military Contractors – The Ultimate Tax Tips You Need To Know

ByRandall Brody January 26, 2021October 7, 2024

Military contractors working in Iraq, Afghanistan and elsewhere need to keep several things in mind when doing their tax returns.   Below are several…

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Expat Tax Country Posts

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

ByRandall Brody January 25, 2021October 7, 2024

Expat Living In Colombia Food, friends, and festivals—that’s what you can expect as an American ex-pat living in Colombia. Colombia is a popular South…

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Kuwait Expat
Expat Tax Country Posts

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

ByRandall Brody January 22, 2021October 7, 2024

Expat Tax In Kuwait – Expat Living In Kuwait Kuwait has a very open economy and a well-educated workforce made up predominantly of foreign…

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Czech Republic Expat
Expat Tax Country Posts

Expat Tax for Americans in the Czech Republic – What You Need To Know

ByRandall Brody January 21, 2021October 7, 2024

Expat Tax In Czech Republic – Expat Living In Czech Republic As one of the most developed and industrialized economies in Central Europe, ex-pats…

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finland-expat
Expat Tax Country Posts

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

ByRandall Brody January 21, 2021October 7, 2024

Expat Tax In Finland – Expat Living In Finland With a population of just 5.5 million in the eighth-largest country in Europe, Finland is…

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Tax Questions
Expat Tax Forms

What Is A W-9? Urgent Insider Info Expats Need To Know

ByRandall Brody January 15, 2021October 7, 2024

If your financial institution has requested a W-9, you may be wondering about the purpose of this form, how to complete it, and why…

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US Expat Tax In China
Expat Tax Country Posts

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

ByRandall Brody December 16, 2020October 7, 2024

Expat Living In China Living overseas in China will be an interesting experience and an opportunity to immerse yourself in this new culture and…

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US Expat Tax In Australia
Expat Tax Country Posts

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

ByRandall Brody December 16, 2020October 7, 2024

Expat Living In Australia Living overseas in Australia will be an interesting experience and an opportunity to immerse yourself in a country whose lifestyle…

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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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Why Join Us?

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Qualifications, Skills, and Core Competencies

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  • Lean Six Sigma Black Belt certification is preferred.
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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 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.
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  • 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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  • About Us
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