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Tax Samaritan Blog

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Business Retirement Plan
Expat Business Taxes | Expat Wealth Management

Business Retirement Plan Options for Small Businesses

ByRandall Brody September 3, 2014October 9, 2024

About A Business Retirement Plan A business retirement plan is a key component for retirement savings for small business owners. They are also an…

Read More Business Retirement Plan Options for Small BusinessesContinue

Declaration of Consent
Expat Tax Resolution

Declaration of Consent Letter – A Guide for Expats

ByRandall Brody August 27, 2014October 9, 2024

Did You Receive A Declaration of Consent Letter From Your Swiss Bank Many taxpayers have been contacting us because they have received a Declaration…

Read More Declaration of Consent Letter – A Guide for ExpatsContinue

Rescue Taxpayers
Expat Tax Resolution

We Rescue Taxpayers | Guaranteed Ways To Overcome IRS Nightmare

ByRandall Brody August 24, 2014October 9, 2024

Resolution and Help With Tax Problems and Back Taxes Your inaction and delay will only magnify your tax problems. We want to hear about…

Read More We Rescue Taxpayers | Guaranteed Ways To Overcome IRS NightmareContinue

Tax Appeal Process
Expat Tax Resolution

Tax Appeal Process – Latest Things Expats Need To Know

ByRandall Brody August 19, 2014October 9, 2024

Tax Appeal Process – Disagreement Resolution Sometimes there is disagreement on tax matters… and the IRS has a tax appeal process that is run…

Read More Tax Appeal Process – Latest Things Expats Need To KnowContinue

IRS notification
Expat Tax Notices | Expat Tax Resolution

The Truth About IRS Notification Expats Need To Know

ByRandall Brody July 23, 2014October 9, 2024

The IRS sends millions of letters and notices to taxpayers for a variety of reasons. An IRS notification or letter can be easily dealt…

Read More The Truth About IRS Notification Expats Need To KnowContinue

Currency Exchange Rates
Expat Business Taxes | Expat Taxes

How Expats Can Get the Best Currency Exchange Rates

ByRandall Brody July 18, 2014October 9, 2024

Best Currency Exchange Rates We are excited to announce new partnerships with TorFX and Halo Financial. Both companies offer our clients greater stability and…

Read More How Expats Can Get the Best Currency Exchange RatesContinue

Mid-Year Tax Planning
Expat Taxes

Mid-Year Tax Planning for Americans Living Abroad

ByRandall Brody June 24, 2014October 9, 2024

Tax Season has come and gone and now it’s time to think about tax planning for expats. Items which could impact your taxes include…

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PFIC Pitfalls
Expat Business Taxes | Expat Wealth Management

PFIC for Expats – Punitive Tax Treatment Investing i Foreign Mutual Fund Companies

ByRandall Brody June 1, 2014October 9, 2024

Proceed With Caution Before Investing In A Foreign Mutual Funds Before making a foreign investment, taxpayers should proceed with caution and be aware of…

Read More PFIC for Expats – Punitive Tax Treatment Investing i Foreign Mutual Fund CompaniesContinue

IRS Direct Pay
Expat Taxes

IRS Direct Pay – A Convenient Way To Pay For Expat Taxpayers

ByRandall Brody May 31, 2014October 9, 2024

New And Improved IRS Payment Process – IRS Direct Pay The IRS has an electronic payment system called EFTPS. It’s useful, and once you’re…

Read More IRS Direct Pay – A Convenient Way To Pay For Expat TaxpayersContinue

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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.
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  • About Us
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