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Back Tax Filing
Streamlined Procedure

How To Avoid Mistakes With IRS Expat Back Tax Filing

ByRandall Brody September 29, 2021October 6, 2024

Back Tax Filing – Quickest Way Out Of Tax Trouble If you haven’t filed your taxes in a few years, you may be wondering…

Read More How To Avoid Mistakes With IRS Expat Back Tax FilingContinue

Italy Expat Tax
Expat Tax Country Posts

Expat Tax Advice for Americans Living in Italy

ByRandall Brody September 22, 2021October 6, 2024

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

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Expat Taxes
Expat Taxes

Expat Taxes – Simple Tips You Need To Know About Your US Tax Return

ByRandall Brody September 22, 2021October 6, 2024

At Tax Samaritan, we are often asked by US expats, what are the most important things that they need to be aware of as…

Read More Expat Taxes – Simple Tips You Need To Know About Your US Tax ReturnContinue

Expat Tax In Saudi Arabia
Expat Tax Country Posts

Expat Tax In Saudi Arabia – Ultimate Tips You Need To Know

ByRandall Brody September 22, 2021October 6, 2024

Expat Living In Saudi Arabia The Kingdom of Saudi Arabia (KSA), taking up most of the Arabian Peninsula, is a wonderful place to live…

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Unreported Offshore Accounts
Expat Tax Resolution | FBAR For Expats

Unreported Offshore Accounts – Advice To Get Compliant

ByRandall Brody September 22, 2021October 6, 2024

Hiding Money or Income Offshore Among the “Dirty Dozen” List of Tax Scams for the 2015 Filing Season The Internal Revenue Service recently announced…

Read More Unreported Offshore Accounts – Advice To Get CompliantContinue

Health Coverage Exemption
Expat Taxes

Health Coverage Exemption – What US Expats Need To Know

ByRandall Brody September 21, 2021October 6, 2024

What Is The Form 8965 Starting with tax year 2014, US taxpayers are required to have health care coverage or have a health coverage…

Read More Health Coverage Exemption – What US Expats Need To KnowContinue

Tax Non-Filer
Streamlined Procedure

Expat Tax Non-Filer | Advice You Need To Know

ByRandall Brody September 8, 2021October 6, 2024

Are You A Tax Non-Filer Has it been awhile since you filed a tax return? Feeling guilty? Scared? Don’t know what to do? Do…

Read More Expat Tax Non-Filer | Advice You Need To KnowContinue

Expat Tax In UAE
Expat Tax Country Posts

What You Need To Know About US Expat Tax For Americans In The UAE

ByRandall Brody September 8, 2021October 6, 2024

Expat Living In UAE There is a finger of land on the eastern edge of the Arabian Peninsula that creates the Strait of Hormuz…

Read More What You Need To Know About US Expat Tax For Americans In The UAEContinue

Gambling Income and Losses
Expat Taxes

Important Tax Tips On Gambling Income And Losses for Expats

ByRandall Brody September 8, 2021October 6, 2024

Common Misconceptions About Gambling Income And Losses It’s a common misconception that we hear from taxpayers very frequently, that unless they receive a Form…

Read More Important Tax Tips On Gambling Income And Losses 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.
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  • 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.
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  • About Us
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