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Tax Samaritan Blog

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Tax Lien
Expat Tax Resolution

What Is IRS Tax Lien | Valuable Information Expats Need To Know

ByRandall Brody May 29, 2014October 9, 2024

What Is A Tax Lien? The Internal Revenue Service on a regular basis files Federal Tax Liens against taxpayers who have unpaid tax obligations….

Read More What Is IRS Tax Lien | Valuable Information Expats Need To KnowContinue

Streamlined Filing Compliance Procedures
Streamlined Procedure

Helpful Streamlined Filing Compliance Procedures for Late Filing Expats

ByRandall Brody May 15, 2014October 9, 2024

Have You Resided Outside of the U.S. Since January 1, 2009? – The Streamlined Filing Compliance Procedures Might Help You IRS voluntary disclosure programs…

Read More Helpful Streamlined Filing Compliance Procedures for Late Filing ExpatsContinue

IRS Tax Relief
Expat Tax Resolution

Informative IRS Tax Relief for Expats – Here Is The Magic Potion

ByRandall Brody May 14, 2014October 9, 2024

Tax debt and the knowledge that you have delinquent returns can be stressful to deal with. Heck, it can even cause many sleepless nights….

Read More Informative IRS Tax Relief for Expats – Here Is The Magic PotionContinue

Help With Tax Problems
Expat Tax Resolution

Get Help With Tax Problems – Successful IRS Tax Relief Strategies Expats Need To Know

ByRandall Brody May 7, 2014October 9, 2024

At Tax Samaritan, we help taxpayers whose problems with the IRS and/or State are causing financial difficulties; who have tried but have not been…

Read More Get Help With Tax Problems – Successful IRS Tax Relief Strategies Expats Need To KnowContinue

Tax Deadline
Expat Taxes | Streamlined Procedure

Important Tax Tips Expats Need to Know To Never Miss a Tax Deadline

ByRandall Brody April 21, 2014October 9, 2024

Don’t Panic If You Missed The Tax Deadline If you missed the April 15th tax deadline to file your return, don’t panic. Here’s some…

Read More Important Tax Tips Expats Need to Know To Never Miss a Tax DeadlineContinue

U.S. Citizens And Resident Aliens Abroad
Expat Taxes

Reminder To U.S. Citizens And Resident Aliens Abroad – You May Have A U.S. Tax Liability Or Filing Requirement in 2013

ByRandall Brody April 19, 2014October 9, 2024

U.S. Citizens And Resident Aliens Abroad Tax Samaritan would like to remind U.S. citizens and resident aliens abroad, including those with dual citizenship who…

Read More Reminder To U.S. Citizens And Resident Aliens Abroad – You May Have A U.S. Tax Liability Or Filing Requirement in 2013Continue

Last Minute Tax Tips
Expat Taxes

Last Minute Tax Tips for Expats in 2014

ByRandall Brody April 6, 2014October 9, 2024

With the April 15 tax-filing deadline less than a week away, here’s some last minute tax tips for you!!! Are you one of the…

Read More Last Minute Tax Tips for Expats in 2014Continue

Foreign Earned Income
Foreign Earned Income Exclusion

Foreign Earned Income – Determining the Source of Earned Income for Expats

ByRandall Brody March 13, 2014October 9, 2024

Is My Earned Income Foreign Earned Income? A common question that we see from both our clients and readers of the Tax Samaritan newsletter…

Read More Foreign Earned Income – Determining the Source of Earned Income for ExpatsContinue

Streamlined Procedure

Expats Filing Taxes Late – File Back Taxes, You’ll Love The Relief

ByRandall Brody February 12, 2014October 9, 2024

Looking To Get Back In The Good Graces Of The IRS – Filing Taxes Late? Act Now And File Back Taxes Getting right with…

Read More Expats Filing Taxes Late – File Back Taxes, You’ll Love The ReliefContinue

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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.
  • Exceptional communication and interpersonal skills.
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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
    • About Tax Samaritan
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  • What We Do
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