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Delinquent International Information Return
Expat Tax Forms | Expat Taxes

Delinquent International Information Return – A Guide for Expats

ByRandall Brody May 25, 2016October 9, 2024

Delinquent International Information Return Tips If you are like many Americans abroad facing the ugly spectre of a Delinquent International Information Return and the…

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Form 8832
Expat Business Taxes | Expat Tax Forms

IRS Form 8832 for Expats – Does It Make Your Tax Return Simple?

ByRandall Brody May 4, 2016October 9, 2024

IRS Form 8832 – The Key To A Simpler Tax Return? It seems to me that most Americans don’t really dive into understanding the…

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Panama Papers
Expat Tax Country Posts | Expat Wealth Management

Panama Papers – Practical Info Expats Need To Know

ByRandall Brody May 4, 2016October 9, 2024

All the recent scandal about the Panama Papers and tax havens and shell companies bring to light the hornet’s nest that FATCA has been…

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Form 982
Expat Tax Forms

IRS Form 982 – How Expats Can Reduce Their Cancelled Debt Income

ByRandall Brody April 3, 2016October 9, 2024

IRS Form 982 Do I need to file it? Extreme caution should be taken when presenting your tax returns for a year in which…

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Offshore Income
Expat Tax Resolution | FATCA for Expats | FBAR For Expats

The Truth About Hiding Offshore Income for Expats

ByRandall Brody March 23, 2016October 9, 2024

Avoiding Taxes With Offshore Income The IRS has stated that avoiding taxes by hiding Offshore Income or overseas assets in unreported offshore accounts remains…

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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

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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
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