Skip to content
Expat tax services Tax Samaritan logo
  • About UsExpand
    • About Tax Samaritan
    • Team
    • Our Clients
    • Global Impact
    • Careers
  • What We DoExpand
    • Expat Tax Preparation
    • Late Back Tax Filing For Expats
    • Expat Foreign Account / Asset Reporting
    • Expat Foreign Corporation Reporting
    • Tax Resolution
    • Wealth Management
  • Get Started
  • ResourcesExpand
    • FAQ
    • Webinars
    • In-depth Expat Tax GuidesExpand
      • Tax filing 101
      • Entrepreneurs
      • Digital Nomads
      • Retirement Abroad
    • Country Expat Tax GuidesExpand
      • Mexico
      • Australia
      • Canada
      • Costa Rica
      • France
      • Germany
      • Italy
      • Japan
      • The Netherlands
      • Portugal
      • The Philippines
      • Spain
      • Switzerland
      • Thailand
      • The UAE
      • The UK
    • Expat Tax Articles
    • Other Expat Resources
  • Media Room
  • Contact Us
Login
Expat tax services Tax Samaritan logo

Tax Samaritan Blog

Home » Tax Samaritan Blog
Foreign Pension
FATCA for Expats

Foreign Pensions In 2025 – The Latest on U.S. Taxes Expats Need To Know

ByRandall Brody October 11, 2024February 9, 2025

There is confusion for many U.S. taxpayers about the reporting requirements for foreign pension plans. The IRS has posted information regarding The Taxation of Foreign…

Read More Foreign Pensions In 2025 – The Latest on U.S. Taxes Expats Need To KnowContinue

Form 8865
FATCA for Expats

Form 8865 – Return of U.S. Persons With Respect to Certain Foreign Partnerships – An Expat Tax Guide

ByRandall Brody October 10, 2024October 13, 2024

When multiple U.S. owners of an eligible foreign corporation (generally not a “per se” corporation) elect to treat the entity as a disregarded entity,…

Read More Form 8865 – Return of U.S. Persons With Respect to Certain Foreign Partnerships – An Expat Tax GuideContinue

FEIE Form 2555 Benefit — a Guide for Expats
Expat Tax Forms | Foreign Earned Income Exclusion

FEIE Form 2555 Benefit – A Guide for Expats

ByRandall Brody October 7, 2024October 15, 2024

What is IRS Form 2555? Form 2555 is a document for expats who want to or are eligible to exclude their foreign-earned income from…

Read More FEIE Form 2555 Benefit – A Guide for ExpatsContinue

non-US spouse social security benefits
FATCA for Expats

Can Your Non-U.S. Spouse Claim Social Security Benefits? Here’s What You Need to Know

ByXandra Bacuetes October 4, 2024October 4, 2024

You’ve spent your career contributing to Social Security with every paycheck. But now, as you look toward retirement, you may be wondering: ‘’Can my…

Read More Can Your Non-U.S. Spouse Claim Social Security Benefits? Here’s What You Need to KnowContinue

FATCA for Expats

ITIN – Important Facts Expats Need To Know About The Individual Taxpayer Identification Number

ByRandall Brody October 4, 2024October 15, 2024

About The ITIN – Individual Taxpayer Identification Number If you earn money in the United States, whether you are a resident or immigrant (non-resident),…

Read More ITIN – Important Facts Expats Need To Know About The Individual Taxpayer Identification NumberContinue

Expat Tax In Luxembourg – Ultimate Info You Need To Know
Expat Tax Country Posts

Expat Tax In Luxembourg – Ultimate Info You Need To Know

ByRandall Brody October 3, 2024October 3, 2024

Expat Tax In Luxembourg – Expat Living In Luxembourg Luxembourg was the second richest country in the world in 2011 according to IMF. It…

Read More Expat Tax In Luxembourg – Ultimate Info You Need To KnowContinue

W-9 Form for Independent Contractors and Freelancers
FATCA for Expats

How to Complete W-9 Form for Independent Contractors and Freelancers

ByRandall Brody September 30, 2024October 3, 2024

What is a W-9 Form? The IRS Form W-9, or  “Request for Taxpayer Identification Number and Certification,” is used by U.S. taxpayers to provide…

Read More How to Complete W-9 Form for Independent Contractors and FreelancersContinue

Form 8858
Expat Tax Forms

Form 8858 – Practical Info – What Expats Need to Know

ByRandall Brody September 27, 2024October 3, 2024

Form 8858 is an IRS form requirement for people who own certain foreign entities. If the filing requirement applies, you must do it accurately…

Read More Form 8858 – Practical Info – What Expats Need to KnowContinue

Form 8833
Expat Tax Forms | Expat Taxes | Foreign Tax Credit And Treaties

What Is Form 8833? A Guide for Expats

ByRandall Brody September 27, 2024October 3, 2024

What You Need to Know About The Form 8833 When a taxpayer elects to take a position that overrules or modifies any provisions of…

Read More What Is Form 8833? A Guide for ExpatsContinue

Page navigation

Previous PagePrevious 1 2 3 4 5 6 … 54 Next PageNext

Categories

  • Expat Business Taxes
  • Expat Self-Employment Taxes
  • Expat Tax Country Posts
  • Expat Tax Forms
  • Expat Tax Notices
  • Expat Tax Resolution
  • Expat Taxes
  • Expat Wealth Management
  • FATCA for Expats
  • FBAR For Expats
  • Foreign Earned Income Exclusion
  • Foreign Tax Credit And Treaties
  • Retirement Abroad
  • Streamlined Procedure

Our Tax Tips

Name(Required)
This field is for validation purposes and should be left unchanged.

We Are The Highest Rated U.S. Expat Tax Firm With More Than 10,000 Clients In More Than 193 Countries.

  • LinkedIn
  • Twitter
  • Facebook
  • YouTube

Quick Links

  • Expat Tax Solutions
  • Late Back Tax Filing For Expats
  • Expat Foreign Account / Asset Reporting
  • Tax Resolution
  • Get Started

Company

  • About Tax Samaritan
  • Our Clients
  • Privacy Policy
  • Contact Us

Subscribe to our Newsletter for latest news.

"*" indicates required fields

Name*
This field is for validation purposes and should be left unchanged.

Copyright © 2025 Tax Samaritan | All Rights Reserved | Privacy Policy

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
    • Team
    • Our Clients
    • Global Impact
    • Careers
  • What We Do
    • Expat Tax Preparation
    • Late Back Tax Filing For Expats
    • Expat Foreign Account / Asset Reporting
    • Expat Foreign Corporation Reporting
    • Tax Resolution
    • Wealth Management
  • Get Started
  • Resources
    • FAQ
    • Webinars
    • In-depth Expat Tax Guides
      • Tax filing 101
      • Entrepreneurs
      • Digital Nomads
      • Retirement Abroad
    • Country Expat Tax Guides
      • Mexico
      • Australia
      • Canada
      • Costa Rica
      • France
      • Germany
      • Italy
      • Japan
      • The Netherlands
      • Portugal
      • The Philippines
      • Spain
      • Switzerland
      • Thailand
      • The UAE
      • The UK
    • Expat Tax Articles
    • Other Expat Resources
  • Media Room
  • Contact Us