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Tax Samaritan Blog

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Cayman Island Offshore Accounts
Expat Tax Country Posts | FATCA for Expats | FBAR For Expats

Cayman Island Offshore Accounts – Why Expats Need To Be In Full Compliance Now

ByRandall Brody March 13, 2016October 9, 2024

Two Cayman Island Financial Institutions Plead Guilty in Manhattan Federal Court to Conspiring to Hide More Than $130 Million in Cayman Island Offshore Accounts…

Read More Cayman Island Offshore Accounts – Why Expats Need To Be In Full Compliance NowContinue

Cuba Income
Expat Tax Country Posts

Cuba Income and US Tax Benefits – Latest Info Expats Need To Know

ByRandall Brody March 3, 2016October 9, 2024

Removal Of Restrictions For Cuba Income The IRS has just released Revenue Ruling 2015-08 that removes restrictions for claiming the foreign tax credit for…

Read More Cuba Income and US Tax Benefits – Latest Info Expats Need To KnowContinue

Estimated Taxes
Expat Taxes

Estimated Taxes for Expats – How To Make Payments and When

ByRandall Brody February 7, 2016October 9, 2024

IRS Estimated Taxes The United States income tax system is a pay-as-you-go tax system, which means that you must pay income tax as you…

Read More Estimated Taxes for Expats – How To Make Payments and WhenContinue

Taxes For Expats
Expat Taxes

Taxes For Expats – How To Never Make Expensive Mistakes

ByRandall Brody January 30, 2016October 9, 2024

Taxes For Expats At Tax Samaritan, we are a highly specialized team of Enrolled Agents (EA) that provide U.S. taxes for expats securely with…

Read More Taxes For Expats – How To Never Make Expensive MistakesContinue

IRS Form 8938
Expat Tax Forms | FATCA for Expats

IRS Form 8938 – Practical Info Expats Need To Know

ByRandall Brody January 4, 2016October 9, 2024

IRS Form 8938 – Purpose Of The Form The IRS Form 8938, Statement of Specified Foreign Financial Assets is used to report your specified…

Read More IRS Form 8938 – Practical Info Expats Need To KnowContinue

Hiring A Tax Professional
Expat Taxes

Top Five Questions Before Hiring The Best Expat Tax Professional

ByRandall Brody December 30, 2015October 9, 2024

Top Five Questions Before Hiring A Tax Professional When hiring a tax professional there are several questions that you should ask to narrow down…

Read More Top Five Questions Before Hiring The Best Expat Tax ProfessionalContinue

IRA Deduction
Expat Taxes | Expat Wealth Management | Retirement Abroad

IRA Deduction for Expats- See How To Save Money For Retirement

ByRandall Brody December 15, 2015October 9, 2024

Traditional IRA Deduction If you make contributions to a traditional IRA, you may be able to take an IRA deduction. The idea behind the…

Read More IRA Deduction for Expats- See How To Save Money For RetirementContinue

IRS Revoke Passport
Expat Tax Resolution | Expat Taxes

IRS Can Now Revoke Passport For Tax Delinquent Expats

ByRandall Brody December 7, 2015October 9, 2024

Owe $50,000 Or More To The IRS? IRS Revoke Passport For Tax Delinquents President Obama recently signed a controversial law that grants authority to…

Read More IRS Can Now Revoke Passport For Tax Delinquent ExpatsContinue

2015 Individual Tax Changes
Expat Taxes

Quick Review On The New Expat Individual Tax Changes for 2015

ByRandall Brody December 5, 2015October 9, 2024

2015 Individual Tax Changes From tax credits and educational expenses to the AMT, many of the tax changes affecting individuals for 2015 were related…

Read More Quick Review On The New Expat Individual Tax Changes for 2015Continue

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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.
Let’s Build the Future Together – Apply!
  • About Us
    • About Tax Samaritan
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  • What We Do
    • Expat Tax Preparation
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  • Get Started
  • Resources
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      • Mexico
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    • Expat Tax Articles
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