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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…

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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…

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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

Form 926
Expat Business Taxes | Expat Tax Forms

Form 926 – Valuable Info Expats Need To Know When You Own A Foreign Corporation

ByRandall Brody October 29, 2015October 9, 2024

Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation Many U.S. entrepreneurs overseas set-up a foreign corporation for their businesses…

Read More Form 926 – Valuable Info Expats Need To Know When You Own A Foreign CorporationContinue

Schedule A
Expat Taxes

Schedule A And Itemized Deductions – Important Info Expats Need To Know

ByRandall Brody October 19, 2015October 9, 2024

Schedule A Used To Itemize Deductions All taxpayers have the overarching goal of paying the lowest taxes legally possible and one of the greatest…

Read More Schedule A And Itemized Deductions – Important Info Expats Need To KnowContinue

Reporting Gambling Income
Expat Taxes

Reporting Gambling Income And Losses On Your Expat Tax Return

ByRandall Brody October 4, 2015October 9, 2024

Reporting Gambling Income On Your IRS Return Whatever game of chance you play in hopes of winning money, whether you play craps, blackjack, or…

Read More Reporting Gambling Income And Losses On Your Expat Tax ReturnContinue

IRS Additional Extension
Expat Taxes

IRS Additional Extension Expats Need To Know How To Request

ByRandall Brody September 19, 2015October 9, 2024

IRS additional extension of time for taxpayers out of the country In addition to the 6-month extension ending on October 15, taxpayers who are…

Read More IRS Additional Extension Expats Need To Know How To RequestContinue

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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.
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Why Join Us?

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Qualifications, Skills, and Core Competencies

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  • Background and experience in tax or accounting is preferred.
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  • Intermediate to advanced proficiency in Microsoft Office Suite, CRM systems, and project management tools.
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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 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.
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  • 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.
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  • Exceptional written and verbal communication skills, with the ability to clearly explain complex tax and financial concepts.
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