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433-A
Expat Tax Resolution

433-A – The Source For Offer In Compromise Facts

ByRandall Brody July 6, 2015April 4, 2023

IRS Form 433-A If you are like many taxpayers that are burdened with an insufferable amount of back tax debt, you have undoubtedly heard…

Read More 433-A – The Source For Offer In Compromise FactsContinue

2016 Tax Deadline
Expat Taxes

Useful Info You Need To Know About 2016 Tax Deadline

ByRandall Brody June 2, 2015October 9, 2024

2016 Tax Deadline Section 7503 of the Tax Code provides that when April 15 falls on a Saturday, Sunday or a legal holiday, that…

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Get Transcript
Expat Taxes

IRS Get Transcript Massive Data Breach Found – How To Never Become A Victim

ByRandall Brody May 29, 2015October 9, 2024

IRS Get Transcript System Violated The IRS announced on May 26, 2015, that “criminals used taxpayer-specific data acquired from non-IRS sources to gain unauthorized…

Read More IRS Get Transcript Massive Data Breach Found – How To Never Become A VictimContinue

US expat tax in Qatar
Expat Tax Country Posts

US Taxes for Americans in Qatar | What Expats Need to Know

ByRandall Brody May 14, 2015October 9, 2024

Guide To US Expat Tax In Qatar The Tax Samaritan country guide to US expat tax in Qatar is intended to provide a general…

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Retiring Overseas
Retirement Abroad

Tax Implications for Americans Retiring Overseas

ByRandall Brody May 4, 2015October 9, 2024

Retiring Overseas For U.S. Taxpayers Are you approaching retirement age and wondering where you can retire to make your retirement nest egg last longer?…

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Expat Unfiled Tax Returns
Streamlined Procedure

Expat Unfiled Tax Returns: Helpful Tips for Expats

ByRandall Brody April 21, 2015October 9, 2024

Expat Unfiled Tax Returns Expat unfiled tax returns are very hard to explain away to a federal or state tax authority. While a common…

Read More Expat Unfiled Tax Returns: Helpful Tips for ExpatsContinue

Expat Tax In Spain
Expat Tax Country Posts

US Taxes for Americans in Spain – What Expats Need to Know

ByRandall Brody March 22, 2015October 9, 2024

Expat Living In Spain Spain, France, and Morocco are the only three countries in the world with borders on both the Atlantic Ocean and…

Read More US Taxes for Americans in Spain – What Expats Need to KnowContinue

Expat Tax In Thailand
Expat Tax Country Posts

US Taxes for Americans in Thailand – What Expats Need to Know

ByRandall Brody March 21, 2015October 9, 2024

Expat Living In Thailand The Kingdom of Thailand, known as Mueang Thai by locals, is “the land of freedom” because it is the only…

Read More US Taxes for Americans in Thailand – What Expats Need to KnowContinue

Expat Tax In Netherlands
Expat Tax Country Posts

US Taxes for Americans in the Netherlands – What Expats Need to Know

ByRandall Brody March 17, 2015October 9, 2024

Expat Living In The Netherlands The Netherlands is a small country in Western Europe known for its flat land barely above sea level. This…

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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.
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Why Join Us?

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Qualifications, Skills, and Core Competencies

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  • 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.
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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.
  • 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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