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Form 5471 for expats with foreign corporations
Expat Business Taxes | Expat Tax Forms

How to File Form 5471 for U.S. Expats with Foreign Corporations

ByRandall Brody July 15, 2024September 24, 2024

If you are a U.S. citizen or resident involved with a foreign corporation, you may need to file IRS Form 5471, even if the…

Read More How to File Form 5471 for U.S. Expats with Foreign CorporationsContinue

Foreign Earned Income Exclusion (FEIE) questions
Foreign Earned Income Exclusion

Foreign Earned Income Exclusion – All Your Questions Answered by Expat Tax Experts

ByRandall Brody July 15, 2024October 3, 2024

Living and working abroad as a U.S. citizen or resident alien means your worldwide income is subject to U.S. taxation. This can lead to…

Read More Foreign Earned Income Exclusion – All Your Questions Answered by Expat Tax ExpertsContinue

Foreign Tax Credits
Foreign Tax Credit And Treaties

The Foreign Tax Credit: An Ultimate Guide for U.S. Expats

ByRandall Brody July 12, 2024August 13, 2024

The United States taxes its citizens and residents on their worldwide income, regardless of where they live. This means that even if you’re living…

Read More The Foreign Tax Credit: An Ultimate Guide for U.S. ExpatsContinue

FBAR Filing for expats
FBAR For Expats

FBAR Filing — a Guide to Reporting Foreign Accounts for U.S. Expats

ByRandall Brody July 12, 2024September 24, 2024

For U.S. expats, managing tax obligations can be particularly challenging, especially when it involves foreign financial accounts. The Foreign Bank and Financial Accounts Report…

Read More FBAR Filing — a Guide to Reporting Foreign Accounts for U.S. ExpatsContinue

How to Report Profit or Loss from Business with Schedule C for Expats
Expat Business Taxes | Expat Self-Employment Taxes | Expat Tax Forms

How to Report Profit or Loss from Business with Schedule C for Expats

ByRandall Brody June 24, 2024October 3, 2024

Running a business involves managing a packed schedule. Tax season adds to the workload with extra paperwork. If you’re among the ten percent of…

Read More How to Report Profit or Loss from Business with Schedule C for ExpatsContinue

Passive Foreign Investment Company
Expat Taxes | Expat Wealth Management

Passive Foreign Investment Company | Practical Info You Need To Know

ByRandall Brody June 15, 2024October 3, 2024

Many portions of the U.S. tax code contain confusing and sometimes harsh rulings. The rules for passive foreign investment companies (PFIC) are incomparable in…

Read More Passive Foreign Investment Company | Practical Info You Need To KnowContinue

W-4
Expat Tax Forms

How to File the New IRS Form W-4 for Expats

ByRandall Brody June 11, 2024October 3, 2024

If you’ve ever started a new job, you’ve probably filled out an IRS Form W-4 or the Employee’s Withholding Certificate. It’s a document that…

Read More How to File the New IRS Form W-4 for ExpatsContinue

IRS CP59 Notice
Expat Tax Notices

How to Deal with IRS CP59 Notice For High-Income Non-Filers – A Guide for Expats

ByRandall Brody May 27, 2024October 3, 2024

If you’re a U.S. person earning over $400,000 and haven’t filed for years, you might soon receive an IRS CP59 notice. This notice calls…

Read More How to Deal with IRS CP59 Notice For High-Income Non-Filers – A Guide for ExpatsContinue

How the IRS CP01A Notice Protects Expats from Identity Theft
Expat Tax Notices

How the IRS CP01A Notice Protects Expats from Identity Theft

ByRandall Brody May 17, 2024October 3, 2024

Taxpayers often feel scared when they receive a notice from the IRS. It’s normal to panic. But not all letters are a cause for…

Read More How the IRS CP01A Notice Protects Expats from Identity TheftContinue

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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.
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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.
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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.
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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

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  • 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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  • About Us
    • About Tax Samaritan
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  • What We Do
    • Expat Tax Preparation
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  • Get Started
  • Resources
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